Mar Vista
Mar Vista US Quality Select
US Quality
Dec 2024 → Dec 2024
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 15 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Mar Vista for every strategy.
What it bought and sold
During the quarter, we built a new position in Equifax.
We reduced our investment in American Tower and completely liquidated our investment in Disney.
We exited our investment during the quarter.