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| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 31, 2026 |
YCG, LLC Brian Yacktman
|
View | Quality, Social Media, Industrial Gases, Space | AAPL, CPRT, GOOGL, LIN, META, TDG, VRSK | aerospace, Industrial, Long Term, Networks, Quality, Speculation, technology, value |
| 2025 Q4 | Feb 5, 2026 |
Rowan Street Capital Alex Kopel
|
View | E-commerce, Electric Vehicles, Social Media, Advertising | META, SHOP.TO, SPOT, TSLA, TTD | Compounding, Concentration, long-term, Quality, technology |