Investor letter, August 2023
Grounded extraction
Companies discussed
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Alta Equipment Group is identified as providing exposure to material handling and construction and is one of Voss's top five holdings.
“Alta Equipment Group (NYSE: ALTG): exposure to material handling and construction.”
BlueLinx is identified as a building materials distribution company and one of Voss's top five holdings.
“BlueLinx (NYSE: BXC): a building materials distribution company.”
CRH PLC is identified as a building products and construction materials company and one of Voss's top five holdings.
“CRH PLC (NYSE: CRH): a building products and construction materials company.”
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