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Broyhill Asset Management's Q2 letter notes IQVIA Holdings (IQV) gained 14% in Q2, trimmed position
Broyhill Asset Management stated in its second-quarter 2026 investor letter that IQVIA Holdings Inc. (NYSE:IQV) gained 14% in Q2 after being its largest detractor in Q1. The firm trimmed its position in IQVIA in June, rolling proceeds into Thermo Fisher as a portfolio management exercise. Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index's 15.1%. IQVIA Holdings, a US-based clinical research services provider, closed at $265.67 on September 14, returning 10.68% over the past month and 42.21% over the past year.
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