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Hotels
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 5, 2026 |
ClearBridge Investments All Cap Growth Evan Bauman
|
View | AI, GLP1, Hotels, Space | AAPL, AIR.PA, DXYN, FCX, GOOGL, HLT, LIN, LLY, MSFT, NFLX, NTRA, ORCL, TMO, VRTX, WBD | aerospace, AI, growth, healthcare, Hospitality, Pharmaceuticals, technology, volatility |
| 2025 Q4 | Mar 4, 2026 |
Voss Value Fund Travis Cocke
|
View | AI, Software, Hotels | CHH, CLBT, FLYW, PAR | AI, Automation, Hotels, small cap, software, technology, value |
| 2025 Q4 | Mar 4, 2026 |
Voss Value Offshore Fund Travis Cocke
|
View | AI, Software, Hotels | CHH, CLBT, FLYW, PAR | AI, Franchising, Hotels, small cap, software, technology, value |