ASHTF News and Press, Ashtead Group Plc From 03/17/25

2025-03-17 16:30:57 ET Summary Herc Holdings Inc has blocked the United Rentals acquisition of H&E Equipment Services and will increase its market share. The company is paying an expensive price, and debt is reaching dangerous levels. If the economy slows down, Herc Holdin...

2025-03-10 14:25:00 ET Summary The fourth quarter capped off a relatively tepid year for Turtle Creek, at least in terms of the share prices of our companies. The largest positive contributor in our flagship fund, both for the quarter and full year, was our investment in Bread Fin...

2025-03-04 13:12:02 ET Ashtead Group plc (ASHTF) Q3 2025 Results Conference Call March 04, 2025 07:00 AM ET Company Participants Brendan Horgan - Chief Executive Officer Alex Pease - Chief financial officer Conference Call Participants Lush Mahendrarajah ...

2025-03-04 06:10:50 ET More on Ashtead Group Ashtead: Long-Term Drivers Remain Positive Ashtead Group: Near-Term Performance Is Uncertain, But Upside Remains Attractive Ashtead Group plc (ASHTF) Q2 2025 Earnings Call Transcript Historical earnings data for As...

2025-02-25 21:40:57 ET Summary Ruane, Cunniff & Goldfarb’s 13F portfolio value decreased from $6.39B to $5.89B, with holdings increasing from 37 to 39. The top five positions, comprising Alphabet, Intercontinental Exchange, Liberty Media, Charles Schwab, and United Heal...

2025-02-25 15:49:46 ET Summary Ashtead's long-term prospects remain strong despite a 3% share price drop since July and recent underwhelming performance due to U.S. commercial construction market dynamics. The company's strategic plans have historically driven growth, and the curr...

2025-02-19 03:00:00 ET Summary Global equity markets ended slightly down in Q4 2024, with value stocks underperforming growth stocks and geopolitical tensions escalating, impacting market stability. Despite geopolitical uncertainties, the IMF projects steady global economic growth...

2025-02-13 10:05:00 ET Summary The Fund returned -8.89% and the MSCI Europe NR Index returned -9.74%. Positive contributors to relative performance included Austrian financial services company Erste Bank. Detractors included Swiss vacuum valve company VAT Group. While we ackno...

2025-01-29 23:00:00 ET Summary Focus on companies with proven business models, strong management, and potential for long-term market share growth in large industries. M&T Bank, Ashtead Group, Installed Building Products, Fiserv, Ferguson, Kinsale Capital Group, Align Technolog...

2025-01-29 22:40:00 ET Summary GCAM's model portfolio underperformed the S&P 500 in 2024 due to underweighting in the top-performing "Magnificent Seven" tech stocks. Despite strong returns from holdings like Arista Networks (+87%) and Meta Platforms (+66%), the portfolio's ove...