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Cement
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 2, 2026 |
Bilbel Capital Fund LP Gabriel Sammut
|
View | Construction, Healthcare IT, Cement | 5C8.SI, CCLD, ICG.SI | Asia, cash flow, Cement, Consolidation, Construction, Healthcare IT, Margins, value |