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Boyd Group (BYD TSX)
A top pick and a proven long-term compounder, currently executing exceptionally well in a tough environment. Despite industry pressure from elevated insurance premiums and lower submission rates, Boyd continues to gain a lot of market share and invest in high-ROIC greenfield and brownfield locations. The collision repair market remains highly fragmented, and all other sizeable competitors are owned by private equity—making Boyd the only scaled public operator with a long consolidation runway ahead. If the market continues to undervalue the business, it stands as a prime acquisition target for PE. Owned in fund only
