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Aluminum
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 27, 2026 |
WestEnd Capital George Bolton
|
View | AI, Natural Gas, GLP1, Industrial Policy, Defense Spending, Aluminum | BA, CAT, CCJ, CENX, FCX, GE, KGS, LLY, PLTR | AI, Aluminum, defense, energy, healthcare, industrials, Natural Gas, technology |
| 2025 Q4 | Jan 22, 2026 |
Third Avenue Small-Cap Value Fund Vic Cunningham
|
View | Value, Pharmaceuticals, Regional Banks, Aluminum | ALG, BATRK, BXC, COLL, CTAS, ECPG, FPH, ICFI, KALU, LXU, MYRG, NYCB, OCSL, PB, PRA, SEB, SUPN, UMBF, UNF | Aluminum, Governance, Owner-Operator, Pharmaceuticals, Regional Banks, small caps, value |