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Capital Discipline
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Vulcan Value Partners – All Cap C.T. Fitzpatrick
|
View | Quality Growth, Value Investing, Capital Discipline | - | Capital Allocation, free cash flow, Long-Term Investing, Quality, value |