Bristol Gate Capital Partners
Bristol Gate Canadian Equity
North America
Mar 2026 → Mar 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Bristol Gate Capital Partners for every strategy.
Its investment theses
- Pet Valu HoldingsMar 2026Pet Valu Holdings is a pet retail chain with strong free cash flow, shareholder returns, and ongoing store growth despite cyclical softness.
- Toromont IndustriesMar 2026Toromont Industries is a Caterpillar dealer with resilient margins, a growing high-margin data-center business, minimal debt, and consistent dividend growth.