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Auto Dealers
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 9, 2026 |
Ganes Focused Value Fund Wayne Jones
|
View | Software, Auto Dealers | APE.AX, ARB.AX, AUB.AX, BVS.AX, DDR.AX, FID.AX, LOV.AX, MFF.AX, NHC.AX, PWH.AX, RDX.AX | Australia, Automotive, Founders, software, value |
| 2025 Q4 | Jan 12, 2026 |
Pabrai Wagons Fund Mohnish Pabrai
|
View | Value, Buybacks, Coal, Airports, Homebuilders, Auto Dealers, Oil Services | AAPL, AMR, AMZN, AN, GOOGL, HMT.L, META, MSFT, NVDA, PHM, RIG, TOL, TSLA | Airports, Auto Dealers, Buybacks, Coal, global, Homebuilders, Oil Services, value |
| 2025 Q4 | Mar 2, 2026 |
Recurve Capital Aaron Chan
|
View | AI, Auto Dealers, Travel | CCOI, CVNA, QQQ, RCL | AI, disruption, innovation, Quality, technology, value |