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Consolidation
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 27, 2025 |
Bilbel Capital Fund LP Gabriel Sammut
|
View | Consolidation | CCLD | Consolidation, fundamentals, M&A, Outsourcing, small caps |
| 2023 Q1 | May 10, 2023 |
Brookfield Asset Management Ltd. Bruce Flatt
|
View | Private Credit, Consolidation, Scale | - | Alternative Assets, Dry Powder, Industry Consolidation, private credit, Scale Investing |