Substack · Highbury Capital · Portfolio PRs
On Holdings: In it for the long run. Here's why I'm increasing my position.
On Holdings Full year and Q4 2025 earnings update.
Since publication −19.5% α −32.4 pp vs S&P 500 · USD
US · 1 entry · 1 publication
On Holding
No entry states a stance.
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Sign up freeSubstack · Highbury Capital · Portfolio PRs
On Holdings Full year and Q4 2025 earnings update.
Since publication −19.5% α −32.4 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.