| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 22, 2026 | Mayar Capital | 2.7% | -6.3% | BKNG, BUNZF, CRDA.L, GOOGL, LZAGY, MA, NKE, NTDOY, SAP, TOST, UL, V | AI Bubble, Discipline, global, long-term, Quality, underperformance, value | LONN.SW BNZL.L CRDA.L GOOG |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||