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Autos
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 18, 2026 |
Ariel Fund John W. Rogers
|
View | Value, Autos, Oil Services, Entertainment | ATGE, CLB, GNTX, MHK, MSGE, SPHR, XRAY | Autos, Entertainment, healthcare, industrials, Oil Services, small caps, value |
| 2025 Q3 | Nov 24, 2025 |
Recurve Capital Aaron Chan
|
View | Payments, Luxury, Autos | BC IM, CVNA, PAY | Autos, Carvana, Luxury, payments, tariffs |
| 2025 Q3 | Oct 5, 2025 |
Right Tail Capital Jeremy Kokemor
|
View | Quality, Autos | ORLY | Auto Parts Retail, DIFM, Distribution, OReilly, Reinvestment |
| 2025 Q3 | Oct 10, 2025 |
Headwaters Capital Management, LLC Christopher Godfrey
|
View | AI, Infrastructure, Autos | BSY, DRVN, INSP, MEDP, ORCL | AI, Autos, Capex, infrastructure, valuation |