What smart money is saying about Redox
RDX.AX
No fund has written a full thesis on Redox 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 Redox, 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 largest detractors to performance for the quarter came from Eagers Automotive and Redox which were both down 12% for the quarter, despite both reporting solid financial results.”
Redox - March 2026
“Very few of our larger holdings experienced positive returns for the quarter. The best performers were PWR Holdings and Redox which were both up 10%.”
Redox
Read the letters behind these Redox positions
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