What smart money is saying about ARB Corporation
ARB.AX
No fund has written a full thesis on ARB Corporation in our archive, but 2 fund letters report a position in it — most recently Ganes Capital Focused Value Fund in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q1 2026 and Q3 2026, 2 fund letters reported a position in ARB Corporation, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“Our negative return for the past year is largely due to our consumer facing businesses. Lovisa, ARB Corporation and Eagers Automotive are all down significantly over the past year.”
ARB Corporation - March 2026
“The fund reported a negative quarter largely as a result of falls in three of our larger holdings, namely Lovisa, ARB Corporation and AUB Group.”
ARB Corporation
Read the letters behind these ARB Corporation positions
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