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Tobacco
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 9, 2026 |
VT Castlebay UK Equity Fund David Ridland
|
View | Value, Quality, Tobacco, Alcohol | ADM.L, AJB.L, AZO, BATS.L, CPG.L, DGE.L, GRG.L, NXT.L | brands, Cornered Resource, Quality, regulation, United Kingdom, value |
| 2025 Q4 | Jan 18, 2026 |
Seven Corners Capital Scott Klarquist
|
View | Value, Oil, Mortgage, Tobacco | ACT, CART, GNW, HHH, PSHZF, RKT, SD, TPB | concentrated, discount, energy, Mortgage, NAV, Tobacco, value |
| 2025 Q4 | Jan 29, 2026 |
Maran Capital Management Dan Roller
|
View | Value, Water, Logistics, Tobacco | APG, CLAR, CTT.LS, HKHC, PCYO, TPB | concentrated, inflation, Logistics, SmallCap, Tobacco, value, water |