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Auto Aftermarket
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 10, 2025 |
Headwaters Capital Management, LLC Christopher Godfrey
|
View | AI, Biotechnology, Auto Aftermarket | AMD, AMZN, BSY, BYD, DRVN, GOOGL, INSP, MEDP, META, MSFT, NVDA, ORCL, VVV | AI, Auto Aftermarket, Biotechnology, Bubble, Capex, mid cap, value |
| 2025 Q3 | Oct 31, 2025 |
Latitude Global Fund Freddie Lait
|
View | Value, Dividends, Capital Markets, Buybacks, Medical Distribution, Auto Aftermarket | AMZN, AZO, COR, COST, DG.PA, FOUG.PA, GOOGL, IBKR, JPM, KR, MCK, NFLX, RYA.L, SONY, SPOT, TGT, WMT | Buybacks, dividends, Europe, financials, healthcare, industrials, technology, value |
| 2025 Q3 | Oct 5, 2025 |
Right Tail Capital Jeremy Kokemor
|
View | Quality, Auto Aftermarket | AAP, AZO, CSU.TO, ORLY | Auto Aftermarket, Compounding, Culture, Distribution, long-term, Quality |