Bretton Fund Q2 2026 Shareholder Letter
· seekingalpha.com
The Bretton Fund returned 10.67% in Q2 2026, led by UnitedHealth and new stakes in SAP and Constellation Software. Read the full analysis for more details.
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Dear Fellow Shareholders:
A year ago, we wrote to you about the travails of our UnitedHealth investment. The stock lost over...