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Beverages
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 6, 2026 |
Smallvalue David Pintado
|
View | AI, Data Centers, Beverages, Copper, Grocers | AVGO, NVDA, OLVI.HE, ORCL, PLTR, SFM, TSLA | AI, Beverages, Copper, Data centers, Europe, Grocers, small caps, value |
| 2025 Q3 | Oct 10, 2025 |
Oakmark Select Fund Tony Coniaris
|
View | Technology, Media, Beverages | KDP, WBD | Beverages, M&A, Media, Streaming, technology |