What smart money is saying about Expedia
EXPE
No fund has written a full thesis on Expedia in our archive, but 2 fund letters report a position in it — most recently GMO Equity Dislocation Strategy in July 2026.
2
Reported positions
0
Bought
0
Sold
3
Letters
Fund activity · 2 positions
- HoldsGMO Equity Dislocation StrategyJuly 2026
“Expedia has been both a successful long and short position, adding almost 2% to cumulative performance, and is a great example of how dynamic portfolio rotation allows investors to make the most out of the Value opportunity.”
Read the letterExpedia - HoldsBrown Advisory U.S. Value FundMarch 2026
“Companies such as Expedia Group, Inc (EXPE), Willis Towers Watson (WTW), ICON Plc (ICLR), Fidelity Information Services (FIS), and CBRE Group, Inc (CBRE) all sold off during the first quarter on the potential long-term risks of artificial intelligence’s impact on the business models.”
Read the letterExpedia
Also mentioned · 1
These funds discuss Expedia — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBrown Advisory Large-Cap Sustainable ValueMarch 2026
“Companies such as Expedia Group, Inc (EXPE), Willis Towers Watson (WTW), ICON Plc (ICLR), Fidelity Information Services (FIS), and CBRE Group, Inc (CBRE) all sold off during the first quarter on the potential long-term risks of artificial intelligence’s impact on the business models.”
Read the letterExpedia
Read the letters behind these Expedia positions
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