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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Bronte Capital Amalthea Fund | -5.1% | - | GOOGL, HCMLY, MLM | Building Materials, Europe, global, Long/Short, Market Mania, tariffs, valuation | The fund invested in Holcim and sees opportunity in the concrete business, particularly gravel operations which have superior logistics advantages and local monopoly characteristics. American building materials companies like Martin Marietta have significantly outperformed European counterparts due to management focus on profitable segments. | HCMLY MLM |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Bronte Capital Amalthea Fund | Holcim Ltd | Materials | Construction Materials | Bull | OTC | Asset Divestiture, capital allocation, Cement, Corporate Turnaround, European Environmental Standards, Latin America, Mexico, spinoff, Tariff Protection, Value trap | View Pitch |
| 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. | ||||||||