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Quality Companies
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Vulcan Value Partners – Small Cap C.T. Fitzpatrick
|
View | Value Investing, Capital Allocation, Quality Companies | KMX, MEDP | Capital Allocation, free cash flow, Quality, small caps, value |