What smart money is saying about Coast Entertainment
CEH.AX
No fund has written a full thesis on Coast Entertainment in our archive, but 2 fund letters report a position in it — most recently Ryder Capital Limited in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Coast Entertainment on record in the archive was reported in Q3 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- ExitedRyder Capital LimitedSeptember 2026
“September Quarter Activity We had an active quarter, continuing to recycle capital out of positions that had reached or exceeded our assessment of value and into opportunities offering a clear margin of safety. We exited our holdings in Nufarm, FDC Consolidated, Coast Entertainment and Polymetals Resources, sold on valuation grounds following a strong re-rating over the prior months.”
Coast Entertainment - July 2026
“On the positive side, the funds benefited from a rotation back into some of the more beaten-up cyclicals. Over the month the largest contributors were owning Coast Entertainment Holdings (CEH.ASX, +15%), an overweight position in Tyro Payments (TYR.ASX, +8%), and an overweight position in Supply Network (SNL.ASX, +6%).”
Coast Entertainment
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