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Holding Companies
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Letters With This Theme
Quarter
Letter Date
Fund Name
Letter
Theme
Tickers
Keyword
2025 Q3
Oct 1, 2025
East72 Dynasty Trust
Andrew Brown
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Energy
,
Value
,
Luxury
,
Holding Companies
BOL FP
,
DGL AU
,
EXO NA
,
MANU
,
UHR SW
energy, Holding Companies, Luxury, tariffs, value