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Broyhill Asset Management
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Broyhill Asset Management stated in its Q2 investor letter that despite a 21% drop in ServiceNow (NOW) stock price, it maintains confidence and has increased its holdings.
Broyhill Asset Management noted in its Q2 2026 investor letter that cloud software company ServiceNow (NOW) fell 21% in the second quarter, but the firm maintained its confidence and increased its hol
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Broyhill Asset Management stated in its Q2 investor letter that it exited its position in Accenture (ACN) in June, following a 38% decline in Accenture's stock price.
Broyhill Asset Management stated in its Q2 2026 letter to investors that Accenture (ACN) shares fell 38%, and the firm exited the position in June. Broyhill believes that Accenture's bookings declined
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Broyhill Asset Management: The Middleby Corporation (MIDD) stock surged 31% driven by the recovery in the restaurant services sector.
Charlotte-based Broyhill Asset Management noted in its Q2 2026 investor letter that the recovery in the foodservice industry was the primary driver behind The Middleby Corporation's (Nasdaq: MIDD) 31%
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Broyhill Asset Management stated in its Q2 investor letter that despite a 21% drop in ServiceNow (NOW) stock price, it maintains confidence and has increased its holdings.
Broyhill Asset Management noted in its Q2 2026 investor letter that cloud software company ServiceNow (NOW) fell 21% in the second quarter, but the firm maintained its confidence and increased its hol
-
Broyhill Asset Management stated in its Q2 investor letter that it exited its position in Accenture (ACN) in June, following a 38% decline in Accenture's stock price.
Broyhill Asset Management stated in its Q2 2026 letter to investors that Accenture (ACN) shares fell 38%, and the firm exited the position in June. Broyhill believes that Accenture's bookings declined
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Broyhill Asset Management: The Middleby Corporation (MIDD) stock surged 31% driven by the recovery in the restaurant services sector.
Charlotte-based Broyhill Asset Management noted in its Q2 2026 investor letter that the recovery in the foodservice industry was the primary driver behind The Middleby Corporation's (Nasdaq: MIDD) 31%
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Broyhill Asset Management
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