| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 1, 2025 | East72 Dynasty Trust | 1.6% | - | BOL FP, DGL AU, EXO NA, MANU, UHR SW | energy, Holding Companies, Luxury, tariffs, value | The letter focuses on controlled companies trading at large discounts to intrinsic value. Capital allocation decisions by controlling shareholders are critical to long-term outcomes. Patience is required as value realization often lags fundamentals. | UHR SW |
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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. | ||||||||