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Specialty Chemicals
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Mar 1, 2026 |
River Oaks Capital Whit Huguley
|
View | Value, Small Caps, Buybacks, Specialty Chemicals, Building Materials Retail | ACNT, BFCC, BILD.TO, BOC, CRMT, CZBS, DR.TO, FTLF, GFP, HAYPP, IVFH, OMCC, RRR.UN, RWAY, SRBK, TRUX | Banking, Buybacks, Consolidation, Flooring, small cap, Specialty Chemicals, undervalued, value |
| 2025 Q4 | Jan 21, 2026 |
White Falcon Capital Management Balkar Silvia
|
View | AI, Gold, Semiconductors, Specialty Chemicals, Solar | AFN.TO, AMD, AMZN, ATZ.TO, CSIQ, EPAM, FNV, GRFS, HUN, NFI.TO, NU, RGLD, RTO.L, TFPM, W | AI, Chemicals, Cyclical, gold, semiconductors, Solar, technology, value |
| 2025 Q4 | Jan 26, 2026 |
Harris Associates International Equity Strategy David Herro
|
View | Value, Semiconductors, Logistics, Pharmaceuticals, Specialty Chemicals | 005930.KS, 6301.T, AZN, BABA, BAYRY, CNHI, DASTY, DSV.CO, EXO.MI, IMCD.AS, MBG.DE, NVS, SAND.ST, SDR.L, SKF-B.ST, SNY, SY1.DE, UL, WLN.PA | Chemicals, Europe, international, Logistics, Pharmaceuticals, semiconductors, value |
| 2025 Q4 | Jan 29, 2026 |
Merion Road Capital Aaron Sallen
|
View | AI, Specialty Chemicals, Space | ACNT, AMZN, BELFA, BUKS, GOOG, JHG, MSFT | aerospace, AI, arbitrage, Chemicals, Long/Short, small cap, value |
| 2025 Q4 | Dec 31, 2025 |
Rubicon equities Lars Ahns
|
View | Value, Specialty Chemicals, Wireless Telecom | AZE.BR, IMCD.AS, JST.DE, NVM.DE, SBS.DE, UI1.DE | Chemicals, contrarian, Cyclical, Germany, SMID Cap, Telecom, value |