Why Rentokil Initial’s (RTO) Discount to Rollins Could Narrow
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Gates Capital Management Jeffrey Gates | 5,173,407 | $148,011,174 | +19% | 3.56% |
| 2. | Diamond Hill Capital Ric Dillon | 1,037,169 | $29,673,405 | +64% | 0.24% |
| 3. | Harvey Partners Jeffrey Moskowitz | 983,956 | $28,150,981 | +1% | 1.93% |
| 4. | Rivermont Capital Management Ross Gough | 919,926 | $26,319,083 | +16% | 3.73% |
| 5. | Pacifica Capital Investments Steve Leonard | 464,803 | $13,298,014 | -1% | 4.54% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,641 | $289,160 | 0.05% | |
| 2. | 12,615 | $249,146 | 0.04% | |
| 3. | 4,405 | $86,999 | 0.01% | |
| 4. | 1,780 | $35,155 | 0% | |
| 5. | 855 | $16,887 | 0.01% |