Mar Vista U.S. Quality Q4 2025 Portfolio Update
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📅 Published: 2026-01-13 02:50
📰 Source: SeekingAlpha
📝 Words: 28
📝 Article Content
During the quarter, we initiated new investments in Taiwan Semiconductor and Netflix, while we exited our positions in Equifax, Roper Technologies and Magnum Ice Cream. Read more here.
📄 Summary
During the quarter, we initiated new investments in Taiwan Semiconductor and Netflix, while we exited our positions in Equifax, Roper Technologies and Magnum Ice Cream. Read more here.
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Created At:
2026-01-15 00:37:49
Updated At:
2026-01-15 00:37:49
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Stock Mentions:
ICE - Intercontinental Exchange Inc.
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MAR - Marriott International Inc.
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