Letters by company

Telefonica Brasil S.A.

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

Alluvial Capital Management Letter to Limited Partners First Quarter 2026 Alluvial Fund sold Peakstone Realty Trust after Brookfield agreed to acquire it and trimmed Zegona Communications to limit position size. The fund defended EACO's shareholder lawsuit settlement and retained FitLife Brands despite distribution problems. It added Gulf Marine Services, citing debt reduction, contracted cash flows and a discount created by regional disruption. First Quarter 2026 FTLF $94MGMS $288MMCDIF $129M