Automotive
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 25, 2026 |
Icahn Enterprises L.P. Carl Icahn
|
View | Energy, Real Estate, Automotive | CVI, UAN, VKSC | Automotive, Conglomerate, energy, Investment, real estate, Refining |
| 2024 Q2 | Jul 1, 2024 |
Citadel Value Fund SICAV Bas Schreuders
|
View | Automotive | 3436 JP, MPAC LN | Automotive, CashFlow, Discipline, Intrinsic Value, valuation |
| 2023 Q4 | Dec 21, 2023 |
Citadel Value Fund SICAV Bas Schreuders
|
View | Automotive | 1005930 KS, BKNG, VTSC GR | Automotive, CashFlow, Intrinsic Value, risk, valuation |
| 2023 Q2 | Jul 6, 2023 |
Citadel Value Fund SICAV Bas Schreuders
|
View | Automotive | 5184 JP, BKNG, LIGHT NA, NOV, SOL, STLA, VTSC GR | Automotive, CashFlow, Intrinsic Value, Quality, valuation |
| 2022 Q4 | Dec 22, 2022 |
Citadel Value Fund SICAV Bas Schreuders
|
View | Automotive | AEO, BEZ GR, LIGHT NA, MPAC LN, VTSC GR | Automotive, Electrification, energy, Intrinsic Value, valuation |