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LVMH

Sector Consumer Discretionary

12 letters mention LVMH, from 6 managers.

• H1 2026 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned 4 times
• H1 2026 Emeth Value Capital · H1 2026 letter ↗ Andrew Carreon · mentioned 2 times
• H1 2025 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned once
• Q4 2024 Plural Investing · Q4 2024 letter ↗ Chris Waller · mentioned once
• Q3 2024 Hayden Capital · Q3 2024 letter ↗ Fred Liu · mentioned once
• 2023 Maran Capital · 2023 letter ↗ Dan Roller · mentioned once
• H1 2023 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned 3 times
• 2022 Giverny Capital · Annual letter ↗ François Rochon · mentioned 2 times
• Q3 2021 Hayden Capital · Q3 2021 letter ↗ Fred Liu · mentioned once
• 2020 Fundsmith · Annual letter ↗ Terry Smith · mentioned 2 times
• 2019 Fundsmith · Annual letter ↗ Terry Smith · mentioned once
• 2010 Giverny Capital · Annual letter ↗ François Rochon · 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.