ASHTF News and Press, Ashtead Group Plc From 05/12/22

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 ...

Ashtead Group plc (ASHTF) Q3 2022 Earnings Conference Call March 08, 2022 5:00 AM ET Company Participants Brendan Horgan – Chief executive Officer Michael Pratt – Chief financial officer Conference Call Participants Andrew Wilson – JPMorgan Suhasini Varanasi – Gold...

Ashtead Group (OTCPK:ASHTF): Q3 Non-GAAP EPS of $0.72. Revenue of $2B (+23.5% Y/Y). Press Release For further details see: Ashtead Group Non-GAAP EPS of $0.72, revenue of $2B

Gardner Russo & Quinn’s 13F portfolio value increased from $10.85B to $11.21B. Russo decreased Unilever and Anheuser Busch InBev during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~38% of the portfolio. For ...

Gardner Russo & Quinn’s 13F portfolio value decreased from $11.84B to $10.85B. Russo decreased JPMorgan Chase during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~37% of the portfolio. For further details see...

Ashtead Group plc (ASHTF) Q2 2022 Earnings Conference Call December 7, 2021 04:00 AM ET Company Participants Brendan Horgan - CEO Michael Pratt - CFO Will Shaw - IR Conference Call Participants Andrew Wilson - JPMorgan Will Kirkness - Jefferies Annelies Vermeulen - Morgan Stanley Neil Tyler -...

Inflationary pressures are mounting, based on evidence from the recent earnings season. Payment processing and software firms that haven’t increased their rates recently, for example, aren’t likely to receive much pushback should they take pricing action. Understandi...