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Stock impact report

Halvio Capital Q1 2026 Letter To Partners [Seeking Alpha]

MESTEK INC (MCCK) 
NASDAQ:AMEX Investor Relations: mestek.com/legal-notice.asp
Company Research Source: Seeking Alpha
Large winners for the quarter included Cipher, Mestek, QEP and Beng Kuang Marine. Mestek just released its 2025 annual report and grew sales in its metal forming and HVAC segments for the year and continues to remain extremely profitable. While print advertising has declined most years, circulation revenue has remained extremely resilient. The underlying partnership has net cash of 2m after having paid down all its debt and just did $6m EBITDA for 2025. JessRodriguez/iStock via Getty Images Dear Partners, Accounts managed by Halvio were up for Q1 2026 compared to the major indices that were either roughly flat to down slightly. Halvio S&P Dow TSX Russell 2000 FY 2025* Q1 2026 Click to enlarge Large winners for the quarter included Cipher (CPHR), Mestek ( MCCK ), QEP (QEPI) and Beng Kuang Marine. Cipher's product Natroba has started to show some growth and the balance sheet is now back in pristine shape. An increase in the stock price gives the manageme Show less Read more
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