Plural
Plural Partners Fund
Jun 2026 → Jun 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 Plural for every strategy.
What it bought and sold
We first bought shares this quarter around $70,
Also held
Its investment theses
- Strattec SecurityJun 2026Strattec Security is an automotive supplier where a new independent CEO is driving margin expansion, higher cash generation, and a rerating opportunity.
- Watches of SwitzerlandJun 2026Watches of Switzerland benefits from Rolex’s authorized-retailer model, strong pricing power, growth in adjacent businesses, and capital-light acquisition-driven expansion.