Alluvium
Alluvium Global Fund
Global
Mar 2025 → Mar 2026
Our archive holds 6 letters from this strategy and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.
6 letters in 2 years · follow all of Alluvium for every strategy.
What it bought and sold
We sold a little Liberty Broadband and Linamar, but only to meet regulatory requirements.
we divested almost two thirds of our LyondellBasell investment, and a meaningful amount of Alphabet.
We sold a little Liberty Broadband and Linamar, but only to meet regulatory requirements.
we bought more over the quarter, and this investment now accounts for 3.7% of the Fund.
we purchased Amazon.
we bought a decent amount of Universal Music, restoring our position to around 7.0%.
we divested almost two thirds of our LyondellBasell investment