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Restaurants
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 9, 2026 |
The Bristlemoon Global Fund George Hadjia
|
View | AI, Semiconductors, Software, Home Improvement, Mortgage, Restaurants | ADBE, APP, ASML, EYE, FICO, FND, GOOGL, HD, LOW, NKE, PRTG, SBUX, SNPS, UBER | AI, growth, Housing, Restaurants, semiconductors, software, technology, 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 | Mar 2, 2026 |
The Lion Fund, L.P. / The Lion Fund II, L.P. Sardar Biglari
|
View | Oil, Capital Allocation, Insurance, Restaurants | RACE, TSLA | Acquisitions, Capital Allocation, Decentralization, Holding Company, insurance, Oil & Gas, Restaurants, value creation |