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Walmart

Sector Consumer Staples

48 letters mention Walmart, from 14 managers. Page 2 of 3.

• Q2 2020 Wedgewood Partners · Q2 2020 letter ↗ David Rolfe · mentioned once
• Q4 2019 Saga Partners · Q4 2019 letter ↗ Joe Frankenfield · mentioned 3 times
• 2019 Fundsmith · Annual letter ↗ Terry Smith · mentioned once
• H2 2018 Emeth Value Capital · H2 2018 letter ↗ Andrew Carreon · mentioned 2 times
• Q4 2018 Hayden Capital · Q4 2018 letter ↗ Fred Liu · mentioned once
• Q2 2018 Hayden Capital · Q2 2018 letter ↗ Fred Liu · mentioned 11 times
• Q2 2018 1 Main Capital · Q2 2018 letter ↗ Yaron Naymark · mentioned once
• Q3 2017 Hayden Capital · Q3 2017 letter ↗ Fred Liu · mentioned 2 times
• Q3 2017 Wedgewood Partners · Q3 2017 letter ↗ David Rolfe · mentioned once
• Q3 2017 Hinde Group · Q3 2017 letter ↗ Marc Werres · mentioned once
• Q2 2017 Hayden Capital · Q2 2017 letter ↗ Fred Liu · mentioned once
• Q4 2016 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned once
• Q4 2016 Laughing Water Capital · Q4 2016 letter ↗ Matthew Sweeney · mentioned once
• Q3 2016 Vltava Fund · An attempt at a small glance into the future ↗ Daniel Gladiš · mentioned once
• Q1 2016 Vltava Fund · An exercise in market psychology ↗ Daniel Gladiš · mentioned 5 times
• Q2 2015 Vltava Fund · A lack of sex ↗ Daniel Gladiš · mentioned once
• 2014 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• 2014 Vltava Fund · Annual letter ↗ Daniel Gladiš · mentioned once
• 2013 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• 2013 Vltava Fund · Annual letter ↗ Daniel Gladiš · 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.