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Bellway

Sector Consumer Discretionary

2 letters mention Bellway, from 2 managers.

• Q2 2024 Vltava Fund · Size matters ↗ Daniel Gladiš · mentioned 8 times
• H1 2024 Emeth Value Capital · H1 2024 letter ↗ Andrew Carreon · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.