LongGMEXICOBJun 2026
Grupo México SAB
Tactile Fund initiated a significant position in Grupo México, focusing on the conglomerate's mining and rail assets. Through Southern Copper and ASARCO, the company controls…
Tactile Fund LP / Alluvial Capital Management, LLC
Diversified long-term global investing in companies that own extraordinary, scarce physical assets with durable competitive advantages.$30M AUM1 published idea
Tactile Fund LP is managed by Alluvial Capital Management, LLC and invests in businesses whose valuable physical assets are difficult to replicate. The portfolio is diversified across industries and geographies and is designed for long holding periods, with an emphasis on durable pricing power, strong returns on capital and protection against long-term dollar weakness and technological disruption.
Ideas from Tactile Fund LP / Alluvial Capital Management, LLC
Letters covered
- Letter to Limited Partners Second Quarter 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.