Letters by company

Corporativo Fragua, S.A.B. de C.V.

1 letter discussing CGSBF. Everything written about it on this site is on its ticker page.

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