Prior Updates: Q2 ’21, Q3 ’21, Q4 ’21, Q1 ‘22, Q2 ‘22, Q3 ‘22, Q4 ‘22, Q1 ‘23, Q2 ‘23, Q3 ‘23, Q4 ‘23, Q1 ‘24, Q2 ‘24, Q3 ‘24, Q4 ‘24, Q1 ‘25, Q2 ‘25
Portfolio Changes, Q3 2025:
Portfolio Change - 07/16/2025
Portfolio Change - 09/26/2025
Top TSOH Posts, Q3 2025:
Build-A-Business (BBW Initiation)
Meta: “The Decisive Period”
Portillo’s: Texas Troubles
Opportunity Brewing? (STZ Initiation)
”A Fully Focused Business”
