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Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Jan 31, 2026
YCG, LLC
Brian Yacktman
 View Quality, Social Media, Industrial Gases, Space AAPL, CPRT, GOOGL, LIN, META, TDG, VRSK aerospace, Industrial, Long Term, Networks, Quality, Speculation, technology, value

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