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Luxury
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 23, 2026 |
GreensKeeper Value Fund Michael McCloskey
|
View | AI, Value, Luxury | ADBE, AXP, BRK-B, CBOE, CFRUY, CHKP, ELV, FISV, GOOG, ICE, ICLR, LULU, MRK, NVO, SPGI, V, VRTX | AI, Concentration, Discipline, financials, Luxury, technology, value |
| 2025 Q4 | Jan 15, 2026 |
Contrarius Global Equity Fund Simon Raubenheimer Stephen Mildenhall
|
View | AI, Space, Luxury, Broadband, Spectrum | 000660.KS, BIDU, COIN, DELL, DEO, FOXA, GOOGL, KER.PA, LULU, MDLZ, MU, NVDA, ORCL, PARA, RI.PA, SATS, TSLA, TSM, UHR.SW | AI, contrarian, disruption, global, Satellites, Space, technology, value |
| 2025 Q4 | Jan 29, 2026 |
8th Wonder Investments Daniel Bellehsen
|
View | AI, Media, Luxury, Capital Markets, Space, Vertical Software | AAPL, AMZN, CMCSA, CRM, CSU.TO, DECK, DIS, GOOGL, HEI, LYV, META, MSFT, NFLX, NVDA, PARA, RH, SKX, TOI.TO, TSLA, WBD | aerospace, AI, Leadership, Luxury, M&A, Media, software, value |
| 2025 Q4 | Jan 20, 2026 |
Plural Investing Chris Waller
|
View | Value, Luxury | LOGC, WOSG.L | discount, Intrinsic Value, Luxury, Quality, retail, small caps, value |
| 2025 Q4 | Jan 28, 2026 |
GreenWood Investors Steven Wood
|
View | Uranium, Luxury, Gene Therapy, Oil Sands, Restaurants | GNS.L, IPCO.TO, JACK, LDO.MI, NXE, ODET.PA, UHR.SW | activism, Behavioral, Collaboration, global, Governance, turnaround, value |
| 2025 Q4 | Jan 15, 2026 |
Baillie Gifford -International All Cap Alex Summers
|
View | AI, Semiconductors, Quality, Luxury | 005930.KS, 3317.T, 4519.T, 6869.T, 8035.T, ASML, AUTO.L, DSV.CO, EXO.MI, GAW.L, MC.PA, MELI, NMET.DE, RMV.L, ROG.SW, TSM | AI, growth, healthcare, international, Luxury, Quality, semiconductors, technology |
| 2025 Q4 | Jan 30, 2026 | View | AI, Cloud, Semiconductors, Luxury, Data Centers | AAPL, AMAT, AXP, BAC, BRK-B, CDW, DE, ELV, GOOGL, JPM, LMT, META, NOC, NU, NVDA, ONON, TSLA, TSM, UNH, WFC | AI, Cloud, Long Term, semiconductors, technology, value | |
| 2025 Q4 | Jan 11, 2026 |
Overstone Global Equity Fund Samuel Ziff
|
View | AI, Value, Luxury | 005930.KS, ASML, BABA, BNZL.L, CNHI, EXO.MI, HEN3.DE, LLOY.L, MT, NVDA, PHG, RACE, STLA, TSM, UHR.SW | AI, diversification, global, Luxury, semiconductors, technology, value |
| 2025 Q4 | Jan 18, 2026 |
Magellan Global Fund Arvid Streimann
|
View | AI, Cloud, Semiconductors, Luxury | AMZN, ASML, CMG, GOOGL, MA, META, MSFT, NESN.SW, NFLX, NVO, PG, RMS.PA, SAP, TSM, UNH, V, YUM | AI, Cloud, global, growth, Luxury, Quality, semiconductors, technology |
| 2025 Q4 | Feb 19, 2026 |
Tactile Fund LP Dave Waters
|
View | AI, Infrastructure, Luxury, Agriculture | AER, CWK.L, FCG.NZ, GOOGL, GRUMAB.MX, HII, JUNGN.SW, LAMR, MATX, MCEM, META | Agriculture, AI, global, inflation, infrastructure, Luxury, Physical Assets, value |
| 2025 Q4 | Jan 14, 2026 |
Langdon Global Smaller Companies Greg Dean
|
View | Quality, Small Caps, Luxury | BUR.L, CSWI, WOSG.L, YETI | Concentration, consumer, global, Luxury, Quality, small caps, value, volatility |
| 2025 Q3 | Oct 1, 2025 |
East72 Dynasty Trust Andrew Brown
|
View | Energy, Value, Luxury, Holding Companies | BOL FP, DGL AU, EXO NA, MANU, UHR SW | energy, Holding Companies, Luxury, tariffs, value |
| 2025 Q3 | Oct 10, 2025 |
Oakmark International Fund David G. Herro
|
View | Healthcare, Industrials, Luxury | BNZL, CNH, DSY FP, FEMSAUBD MM, HEX NO, ITRK LN, KER FP, SHL GR | Automation, healthcare, industrials, Luxury, value |
| 2025 Q3 | Oct 10, 2025 |
Oakmark Global Fund David G. Herro
|
View | Energy, Software, Luxury | CRM, DSY FP, HEX NO, KER FP, MOH, TRGP | Digitalization, energy, Luxury, software, value |
| 2025 Q3 | Nov 24, 2025 |
Recurve Capital Aaron Chan
|
View | Payments, Luxury, Autos | BC IM, CVNA, PAY | Autos, Carvana, Luxury, payments, tariffs |