Bristol Gate Capital Partners
Our archive holds 4 letters from Bristol Gate Capital Partners, behind 6 investment theses. Every quote below is copied verbatim from the letter it came from.
Bristol Gate Capital Partners’s own letters pageTheses · 6
- March 2026
Pet Valu Holdings is a pet retail chain with strong free cash flow, shareholder returns, and ongoing store growth despite cyclical softness.
Read the full thesis - March 2026
Toromont Industries is a Caterpillar dealer with resilient margins, a growing high-margin data-center business, minimal debt, and consistent dividend growth.
Read the full thesis - March 2026
Walmart is a leading global retailer with omnichannel growth, AI-enabled efficiency gains, and structural margin expansion.
Read the full thesis - March 2026
Targa Resources is a fee-based midstream energy infrastructure company positioned to benefit from Permian production growth and strong dividend growth.
Read the full thesis - September 2025
Amphenol is a high-quality, defensible franchise with strong growth potential and robust dividend growth driven by its proprietary technology and demand in the Information and Datacom segment.
Read the full thesis - September 2025
Loblaw is Canada's largest grocery retailer, known for its diverse store formats and integrated approach in food retail, pharmacy, and digital commerce, with strong potential for consistent returns and dividend growth.
Read the full thesis
Letter archive · 4
Funds · 3
- Bristolgate US Equity Strategy2
- Bristol Gate Canadian Equity1
- Bristolgate Canadian Equity Strategy1
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