|
Apr 28, 2026 |
Fund Letters |
Vulcan Value Partners - All Cap |
Marriott International Inc.
|
Consumer Discretionary |
Hotels, Resorts & Cruise Lines |
Bull
|
NASDAQ |
asset-light, brand portfolio, Franchising, Free Cash Flow, Hotels, Loyalty Programs, network effects, Travel Recovery |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Vulcan Value Partners - Focus |
Marriott International Inc.
|
Consumer Discretionary |
Hotels, Resorts & Cruise Lines |
Bull
|
NASDAQ |
asset-light, brand portfolio, franchise model, high-ROIC, Hotel Conversion, Loyalty Programs, network effects, Travel Recovery |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Vulcan Value Partners - Focus Plus |
Marriott International Inc.
|
Consumer Discretionary |
Hotels, Resorts & Cruise Lines |
Bull
|
NASDAQ |
asset-light, brand portfolio, Conversion Growth, Franchising, Free Cash Flow, Hotels, network effects, Travel Recovery |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Vulcan Value Partners - Large Cap |
Marriott International Inc.
|
Consumer Discretionary |
Hotels, Resorts & Cruise Lines |
Bull
|
NASDAQ |
asset-light, balance sheet improvement, brand portfolio, Franchising, Free Cash Flow, Hotels, network effects, Travel Recovery, Unit growth |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Vulcan Value Partners - Small Cap |
Marriott International Inc.
|
Consumer Discretionary |
Hotels, Resorts & Cruise Lines |
Bull
|
NASDAQ |
asset-light, brand portfolio, capital efficiency, Franchising, Free Cash Flow, Hotels, network effects, Travel Recovery |
View Pitch |