Automotive

Letters With This Theme

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