Alcohol
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 14, 2026 |
Longleaf Partners Small-Cap Fund Ross Glotzbach
|
View | Media, Value, Real Estate, Alcohol | ALX, CLW, CNX, CUERVO.MX, ESRT, GHC, GLIBA, GRUMA.MX, MAT, PCH, RYN, SAM, SHEN, TRIP, WTM | Alcohol, Media, real estate, small cap, Telecommunications, undervalued, value |
| 2025 Q4 | Jan 9, 2026 |
VT Castlebay UK Equity Fund David Ridland
|
View | Value, Quality, Tobacco, Alcohol | ADM.L, AJB.L, AZO, BATS.L, CPG.L, DGE.L, GRG.L, NXT.L | brands, Cornered Resource, Quality, regulation, United Kingdom, value |