ASHTF News and Press, Ashtead Group Plc From 08/20/22

Giverny Capital Asset Management, LLC is a partnership between Giverny Capital of Montreal and David Poppe, the former president and chief executive officer of Ruane, Cunniff & Goldfarb, LLC. For the second quarter of 2022, Giverny Capital Asset Management’s model portfolio...

Investors have had a punishing year so far in 2022, and in the second quarter there were even fewer places to hide. Despite a reversal toward the end of the quarter, bond yields moved higher in most major economies. This quarter saw another period of significant declines for equit...

Gardner Russo & Quinn’s 13F portfolio value decreased from $10.39B to $8.94B. Russo added Netflix and increased Ashtead Group plc during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~39% of the portfolio. ...

The Bonhoeffer Fund, LP, is a value-oriented investment partnership. The fund's objective is to grow capital at a faster rate than market indices over full market cycles and provide minimal. The Bonhoeffer Fund returned -4.4% net of fees in the first quarter of 2022. Multiples are...

Ashtead Group plc (ASHTF) Q4 2022 Earnings Conference Call June 14, 2022, 04:30 AM ET Company Participants Brendan Horgan - CEO Michael Pratt - CFO Conference Call Participants Andrew Wilson - JPMorgan Arnaud Lehmann - Bank of America Suhasini Varanasi - Goldman Sachs Allen Wells - Jefferies ...

Ashtead Group press release (OTCPK:ASHTF): FY Non-GAAP EPS of 165.5p. Revenue of £5.03B (-0.4% Y/Y). For further details see: Ashtead Group Non-GAAP EPS of 165.5p, revenue of £5.03B

Gardner Russo & Quinn's 13F portfolio value decreased from $11.21B to $10.39B. Russo increased Ashtead Group plc during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~41% of the portfolio. For further details see: ...

Aristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. For Q1 2022, Aristotle Capital’s International Equity ADR Composit...

Aristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. For Q1 2022, Aristotle Capital’s International Equity Composite po...

Rhizome Partners LP is a Delaware limited partnership, aims to achieve long-term capital appreciation while limiting the risk of loss. Capital cycle theory worked for energy and commodities as every investor, including Rhizome, swore off investing in these two industries. My goal ...