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Specialty Insurance
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 8, 2025 |
Greenhaven Road Capital Scott Miller
|
View | Alternative Asset Managers, Enterprise Software, Specialty Pharma, Specialty Insurance | ALTG, ASTS, BUR, CLBT, HGTY, KFS, KKR, LFCR, PAR, SOC | AI, Asset Management, Concentration, private credit, software, value |