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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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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| 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. | ||||||||