This is an attempt to recreate the posts that got me coming to this reddit in the first place. I would love if Beren came back again! Please forgive any typos/formatting issues as this is my first time posting on Reddit (I've previously just stalked it - this chain in particular!). Please post additional letters below and I'll update table as I'm able. If anyone knows how please pin this up top like Beren used to!
|FIRM NAME|DATE POSTED|RETURNS|COMPANIES|
|:-|:-|:-|:-|
|[Upslope Capital](https://static1.squarespace.com/static/58f7798829687f53ff30baf8/t/6a5a16852045a90c89306d33/1784288901565/Upslope+-+2026Q2+Letter.pdf)|||MICC|
|[Oakmark (Nygren)](https://oakmark.com/wp-content/uploads/sites/3/2026/07/The-discipline-to-stay-boring_U.S.-equity-market-commentary_2Q26_vF.pdf)||||
|[Spyglass](https://spyglassfunds.com/wp-content/uploads/2026/07/Spyglass-Q2-2026-Investor-Letter.pdf)|||MKSI, QXO, FPS|
|[Fundsmith](https://www.fundsmith.co.uk/media/lfhpxi1x/2026-fef-semi-annual-letter-to-shareholders-web.pdf)|||VEEV, GEV, MA|