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Fertilizers
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 27, 2026 |
Gate City Capital Michael Melby
|
View | Media, Real Estate, Precious Metals, Coal, Fertilizers, Trucking | 1211.SR, ALCO, APP, BTU, DSP, EVC, HTLD, IPI, JAKK, MOS, TTD, XOM | Agriculture, energy, Media, Precious Metals, real estate, small caps, value |
| 2025 Q4 | Mar 6, 2026 |
Bumbershoot Holdings Jason Ursaner
|
View | AI, Gold, Semiconductors, Liquidity, Infrastructure Spending, Fertilizers | CAMT, CF, CTRA, FSLR, Gold, GOOGL, HRI, IPI, KGF.L, LGND, MDGL, MU, NPKI, NTR, ORN, OSIS, OSK, VKTX, VMEO, VPG | Concentration, liquidity, Multi-Strat, Reflation, Selection, semiconductors, technology, value |