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Ashva Capital Management LLC's investment thesis on The Walt Disney Company ($DIS) — Q4 2025 | Buyside Digest

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$DISNYSEThe Walt Disney Company

BULL

Ashva Capital Management LLC—DIS

Fund Letter

Q4 2025

Published October 12, 2025

View Fund Profile

$104.17USD

-1.1% vs last month

$110.67Pitched

-5.9% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Ashva Capital LP reported a strong Q3 2025 net return of 10.16%, comfortably outperforming the S&P 500's 7.79% return and recovering from its Q1 drawdown to move ahead on a YTD basis. The letter reaffirms...

— Ankur Shah

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