Boyars Asset Management Inc. Q2 Portfolio Activity Analysis

Boyars Asset Management Inc., a prominent investment firm focused on uncovering overlooked value in the market, reported its portfolio holdings for the period ending June 30, 2026. The analysis highlights specific changes observed within their investment strategy during this quarter.

Prominent Purchases Observed by Boyar Asset Management

Boyars demonstrated a significant focus on value investing in Q2 2026, evidenced by substantial increases in certain holdings. Notably, the firm significantly boosted its position in Cooper Cos Inc (COO), which saw an extraordinary increase of approximately 99.82% during the quarter.

Furthermore, Boyar Asset Management also increased their stake in other companies this period. While specific details for all significant buys are not fully disclosed here, based on available data, notable purchases included a large increase in Townsquare Media Inc (TSQ), which experienced an approximately -35.61% change percentage from the prior quarter? Wait no, looking at COO's 99.82%, that is clearly a significant buy.

Boyars' buying activity was concentrated across various sectors. They notably added to their position in Cooper Cos Inc (COO), which represents about 1.29% of the portfolio as of June 30, 2026.

Significant Sales and Reductions by Boyar

In contrast to their buying activity, Boyars also made notable reductions in several positions during Q2 2026. The firm significantly decreased its holdings of Medtronic PLC (MDT), resulting in a nearly -82.65% reduction from the previous quarter.

Additionally, Boyar Asset Management sold or reduced stakes in other prominent companies this period. These actions included substantial decreases in positions like Townsquare Media Inc (TSQ) and Match Group Inc New (MTCH).

Other Observed Changes

Beyond the most significant buys and sells, Boyars made several other changes to their portfolio during the quarter ending June 30, 2026. These adjustments included:

• A decrease in holdings of Madison Square Garden Entertainment (MSGE)
• Reducing exposure to MGM Resorts International
• Selling or exiting positions like Bank of America Corp (BAC) and UBER Technologies Inc (UBER), although these were previously held with significant weight, their change percentages are not highlighted as extreme buys/sells here.

These adjustments reflect the firm's ongoing process of refining its portfolio based on quarterly performance and valuation metrics. Boyar Asset Management appears to be actively managing its investments, focusing on acquiring value where it exists while strategically reducing positions that may no longer align with their investment thesis or have deteriorated in quality.

For more detailed information about Boyar Asset Management's holdings and investment strategy, please visit their official profile. You can also explore individual stock positions by visiting the respective company pages on the platform.