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Communications
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 22, 2025 |
Alluvial Capital Management Dave Waters
|
View | Value, Real Estate, Communications | CRAWA, EACO, FLTB, GTX, MAA, RGTI, SENEA, TLN | Communications, contrarian, Europe, REITs, small caps, value |