Update: Wesco Aircraft Holdings Even More Attractive Valuation
Unconventional Capital Wisdom • Thu, Aug. 14
- The market's short-term nature has sent shares in this high quality business further down.
- It will take time for the integration of Haas to bear fruit.
- Tom Bancroft's Makaira Partners continues to purchase shares and holds Wesco as one of their largest positions at ~16.5% of fund as of the end of last quarter.