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Hospitality
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 21, 2025 |
Third Avenue Real Estate Value Fund Jason Wolf
|
View | Europe, Housing, Hospitality | AC FP, SKY, UTG LN | Affordable Housing, Discount Valuation, Hotel Franchising, Structural Shift, UK Real Estate |