Letters by company

Rheinmetall AG

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

GreenWood Investors Year End 2024 Letter GreenWood sold down Texas Pacific Land after index-inclusion optimism pulled forward expectations, while concentrating its active ownership efforts on Leonardo and CTT. It backs Leonardo’s rapid defense ventures and aerostructures review, CTT’s DHL partnership and Iberian logistics expansion, and PDD Holdings’ reinvestment-led growth strategy. 2024 CTTOF $923MFINMF $32BPDD $110B