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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Plural Investing | 21.9% | 3.8% | JDG LN, JET2 LN, WOSG LN | Concentration, free cash flow, Intrinsic Value, Value Investing, volatility | The commentary emphasizes disciplined value investing focused on buying businesses at substantial discounts to intrinsic value. Management highlights balance-sheet strength, high returns on capital, and concentrated positions in underfollowed companies. Volatility is welcomed as a source of opportunity rather than risk. | JDG LN WOSG LN JET2 LN |
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| 2025 Q3 | Nov 4, 2025 | VT Holland Advisors Equity Fund | - | - | JET2 LN, META, NED SJ, NFLX, WISE LN | Competitive Advantage, compounders, disruption, Long-Term Investing, Owner-Managers | The fund continues its philosophy of investing in owner-managed compounders with sustainable competitive advantages. Its focus remains on businesses capable of long-term capital compounding through reinvestment, strong management, and disruptive innovation. Holdings such as Wise, Nubank, and Jet2 exemplify the strategys emphasis on scale economies, capital efficiency, and visionary leadership. | RYM NZ JET2 LN META NU WISE LN |
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| 2023 Q3 | Nov 10, 2023 | Plural Investing | 9.2% | 3.1% | CURN, JET2 LN | - | View | ||
| 2025 Q3 | Oct 21, 2025 | Plural Investing | -9.1% | -5.6% | GLIBA, JDG LN, JET2 LN, SEG, WOSG LN | Intrinsic Value, real estate, small caps, Telecom, Value Investing | The fund focuses on deeply undervalued small-cap equities with strong balance sheets and aligned management, citing opportunities in Jet2, Seaport Entertainment, and GCI Liberty. Managers see market pessimism in UK and US small caps as misplaced, creating entry points for disciplined long-term investors. The portfolio targets intrinsic value recovery through concentrated, research-driven holdings and patient capital deployment. | GLIBA WOSG JDG SEG JET2 GLIBA SEG JET2 |
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| 2025 Q1 | Apr 23, 2025 | Plural Investing | -15.1% | -15.1% | GMBL, JET2 LN, SEG MM, WOSG LN | - | View | ||
| 2023 Q1 | Apr 20, 2023 | Plural Investing | 9.2% | 3.1% | CURN, JET2 LN | - | View | ||
| 2024 Q4 | Jan 16, 2025 | Plural Investing | 4.9% | 8.2% | JET2 LN, SEG MM, WOSG LN | - | View | ||
| 2022 Q4 | Jan 3, 2023 | Plural Investing | 9.2% | 3.1% | CURN, JET2 LN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Chris Waller | Jet2 plc | Industrials | Airlines | Bull | New York Stock Exchange | Airlines, buybacks, growth, Travel, Value | View Pitch |
| Nov 29, 2025 | Fund Letters | Andrew Hollingworth | Jet2 Plc. | Consumer Discretionary | Travel & Leisure | Bull | NYSE | Aviation, compounding, Customer service, efficiency, Margins, Travel, valuation | 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. | ||||||||