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Broyhill Asset Management highlights key Q1 contributors and new investments amid market volatility.

Market News
15 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Broyhill Asset Management reported strong Q1 performance with Valvoline as the top contributor due to steady unit growth and pricing. Honeywell's accelerated aerospace spin-off and Ball Corporation's focus on packaging also boosted returns. The firm sees opportunity in undervalued stocks like IQVIA and Sotera Health, despite market fears around AI and litigation. New positions were initiated in Microsoft, Smurfit WestRock, Masco, and Floor and Décor, reflecting confidence in long-term value amid market volatility.

More News (HON)

7.01 MW community solar project in New York now operational, powering 875 homes with clean energy.

7.01 MW community solar project in New York now operational, powering 875 homes with clean energy.

PowerBank Corporation has announced the commercial operation of a 7.01 MW DC community solar project in upstate New York, developed for Honeywell as part of a $41 million portfolio deal. The solar facility, built on a brownfield site, will supply cle...

Company Fundamentals
Bullish
1 day ago
U.S. missile and aircraft production set for multi-year growth amid defense rearmament and supply constraints.

U.S. missile and aircraft production set for multi-year growth amid defense rearmament and supply constraints.

Tony Bancroft of Gabelli Funds highlights a multi-year surge in U.S. missile and aircraft production driven by the need to replenish depleted arsenals and counter threats from China and Russia. Structural supply constraints and government agreements ...

Market News
Bullish
2 days ago
US pushes defense firms to boost weapons amid Iran tensions and supply concerns

US pushes defense firms to boost weapons amid Iran tensions and supply concerns

The CEOs of Boeing, Lockheed Martin, and Honeywell met with President Trump as the administration urges defense contractors to increase weapons production due to concerns over U.S. missile and munitions stockpiles. This push follows recent U.S. milit...

Market News
Bullish
2 days ago
Alphabet replaces Verizon in Dow Jones, boosting tech sector's weight in the index

Alphabet replaces Verizon in Dow Jones, boosting tech sector's weight in the index

Alphabet Inc will join the Dow Jones Industrial Average on June 29, 2026, replacing Verizon Communications. This change increases the index's exposure to large-cap technology companies, as Alphabet operates in digital advertising, cloud computing, AI...

Market News
Neutral
2 days ago
AI tech could cut global oil and LNG fuel production costs by billions annually by 2050, says Honeywell-MIT study.

AI tech could cut global oil and LNG fuel production costs by billions annually by 2050, says Honeywell-MIT study.

Honeywell and MIT's Center for Sustainability Science and Strategy released research showing AI-enabled technologies could reduce global production costs for oil-based fuels by up to $225 billion annually by 2050, and LNG costs by up to $80 billion. ...

Market News
Bullish
2 days ago
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