Letters by company

Scandic Hotels Group AB

2 letters discussing 0RD7. Everything written about it on this site is on its ticker page.

Alluvial Capital Management Letter to Limited Partners Third Quarter 2024 Alluvial Fund added Zegona Communications for its Vodafone Spain turnaround and Bahnhof AB for its capital-light, negative-working-capital internet model. The fund retained conviction in Net Lease Office Properties, McBride, FitLife Brands and Talen Energy, while exiting Butler National, Hammond Manufacturing and Scandic Hotels over governance, capital-allocation and valuation concerns. Third Quarter 2024 ZEG $5.5B0RD7 BAHN-B $478M
Alluvial Capital Management First Quarter 2024 Letter to Limited Partners Alluvial Fund sold its entire P10 position after missed margin targets, limited acquisition progress and management turnover eroded its risk-adjusted case. It bought McBride and Scandic Hotels, added Mexican holdings Grupo Herdez and Corporativo Fragua, and closed to new limited partners as it prepares a tangible-assets-focused fund. First Quarter 2024 0RD7 CGSBF $44BFTLF $90M