LongTPLSep 2026
Texas Pacific Land Corporation
Arauca believes the clearest remaining opportunity connected to AI is power infrastructure rather than trying to identify the next winning model or chip architecture. Every data…
Arauca Capital B.V. / Arauca Capital Fund
Long-biased alternative investment fund focused on listed companies, valuation discipline, unrecognized earnings potential and preservation of capital, with flexibility to use safer assets as part of a barbell portfolio.4 published ideas
Arauca Capital B.V. manages Arauca Capital Fund from Amsterdam under the Dutch AIFMD light regime. The fund focuses on finding businesses with unrecognized earnings potential and attractive risk-reward profiles while placing significant emphasis on avoiding permanent capital loss. Portfolio construction can combine concentrated equity investments with safer assets such as short-term US Treasuries and gold.
Ideas from Arauca Capital B.V. / Arauca Capital Fund
LongLBSep 2026
LandBridge Company LLC
Arauca views power and the physical infrastructure surrounding AI data centres as a clearer investment opportunity than many highly valued semiconductor or software…
LongVBNKSep 2026
VersaBank
Arauca initiated VersaBank because its Structured Receivable Program provides exposure to point-of-sale lending while leaving underlying credit losses with financing partners and…
LongSOFWSep 2026
Sofwave Medical Ltd.
Arauca's investment hypothesis is that Sofwave should be viewed as a utilisation platform rather than simply an equipment manufacturer. Usage-fee revenue grew 51% and reached a…
Letters covered
- Arauca Letter H1 - 2026September 10, 2026
Source PDFs are not republished here; only extracted ideas and quotes.