Longleaf Partners Comments on PVH

Guru stock highlight

Jan 25, 2023

Summary

A new position.

PVH (PVH, Financial) – Apparel company PVH, which owns brands Tommy Hilfiger and Calvin Klein, is a new position that has quickly rebounded from 3Q lows after it was kicked out of the S&P 500 in September. The company reported solid revenue growth and increased guidance for the full year. PVH has repurchased shares at a 12% annualized pace, and both the CEO and CFO have bought shares personally in the second half, indicating their confidence in the company.

From Mason Hawkins (Trades, Portfolio)' Longleaf Partners Fund fourth-quarter 2022 letter.

Disclosures

I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours. Click for the complete disclosure

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