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Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Jan 29, 2026
Merion Road Capital
Aaron Sallen
 View AI, Specialty Chemicals, Space ACNT, AMZN, BELFA, BUKS, GOOG, JHG, MSFT aerospace, AI, arbitrage, Chemicals, Long/Short, small cap, value

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