LongBMIJul 2026
Badger Meter, Inc.
Sandhill initiated a position in Badger Meter after following the company on its watchlist for years. Badger is a pure-play water-technology company with a leading position in…
Sandhill Capital Partners LLC d/b/a Sandhill Investment Management
Selective, concentrated equity investing in durable businesses where business fundamentals and valuation create attractive long-term entry points.$2.2B AUM2 published ideas
Sandhill Investment Management is an independently operated registered investment adviser whose Concentrated Equity Alpha strategy owns the securities discussed in the letter. The manager emphasizes proprietary research, selectivity, durable businesses, and buying when valuation and fundamentals align. In the July 2026 newsletter it argued that unusually wide market dispersion was creating attractive entry points despite elevated index valuations and a more cautious economic outlook.
Ideas from Sandhill Capital Partners LLC d/b/a Sandhill Investment Management
LongFPSJul 2026
Forgent Power Solutions, Inc.
Sandhill initiated a position in newly public Forgent Power Solutions, a manufacturer of electrical distribution equipment including transformers, switchgear, and prefabricated…
Letters covered
- July 2026 NewsletterJuly 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.