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Agriculture
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 19, 2026 |
Tactile Fund LP Dave Waters
|
View | AI, Infrastructure, Luxury, Agriculture | AER, CWK.L, FCG.NZ, GOOGL, GRUMAB.MX, HII, JUNGN.SW, LAMR, MATX, MCEM, META | Agriculture, AI, global, inflation, infrastructure, Luxury, Physical Assets, value |
| 2025 Q4 | Feb 13, 2026 |
Eagle Capital Management, LLC Ravenel B. Curry III
|
View | Semiconductors, Oil, Capital Markets, Software, Agriculture | ASML, BAYRY, LSEGY, SAP, SHEL, TSM, TSMC | Agriculture, energy, international, semiconductors, software, technology, value |