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Walmart

Sector Consumer Staples

48 letters mention Walmart, from 14 managers. Page 1 of 3.

• Q1 2026 Horos Asset Management · Q1 2026 letter ↗ Javier Ruiz · mentioned 3 times
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned once
• H2 2024 Saga Partners · H2 2024 letter ↗ Joe Frankenfield · mentioned 6 times
• Q2 2024 Hayden Capital · Q2 2024 letter ↗ Fred Liu · mentioned 3 times
• H1 2024 Saga Partners · H1 2024 letter ↗ Joe Frankenfield · mentioned 2 times
• Q1 2024 Greystone Capital · Q1 2024 letter ↗ Adam Wilk · mentioned once
• Q4 2023 Laughing Water Capital · Q4 2023 letter ↗ Matthew Sweeney · mentioned 4 times
• H2 2023 Saga Partners · H2 2023 letter ↗ Joe Frankenfield · mentioned 4 times
• Q4 2023 Hayden Capital · Q4 2023 letter ↗ Fred Liu · mentioned once
• 2023 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• Q1 2023 Greenhaven Road Capital · Q1 2023 letter ↗ Scott Miller · mentioned once
• Q1 2023 Mayar Capital · Q1 2023 letter ↗ Abdulaziz Alnaim · mentioned once
• Q4 2022 Hayden Capital · Q4 2022 letter ↗ Fred Liu · mentioned once
• Q2 2022 Saga Partners · Q2 2022 letter ↗ Joe Frankenfield · mentioned 3 times
• Q1 2022 Saga Partners · Q1 2022 letter ↗ Joe Frankenfield · mentioned once
• H1 2021 Saga Partners · H1 2021 letter ↗ Joe Frankenfield · mentioned once
• H2 2020 Saga Partners · H2 2020 letter ↗ Joe Frankenfield · mentioned once
• Q3 2020 Greenhaven Road Capital · Q3 2020 letter ↗ Scott Miller · mentioned once
• Q2 2020 1 Main Capital · Q2 2020 letter ↗ Yaron Naymark · mentioned 2 times
• Q2 2020 Saga Partners · Q2 2020 letter ↗ Joe Frankenfield · mentioned 2 times

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.