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Vltava Fund's investment thesis on Corpay ($CPAY) — Q4 2025 | Buyside Digest

$CPAYNASDAQCorpay

BULL

Vltava Fund—CPAY

Fund Letter

Q4 2025

Published January 1, 2026

$404.81USD

-0.6% vs last month

$317.63Pitched

+27.4% since pitch

Market Cap$25.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

The Vltava Fund shareholder letter for January 2026 focuses on a recent multi-country trip to Latin America. The manager presents...

— Daniel Gladiš

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