What smart money is saying about We Buy Cars
WBC.JO
No fund has written a full thesis on We Buy Cars in our archive, but 5 fund letters report a position in it, most recently Aylett Balanced Prescient Fund in September 2026.
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5
Reported positions
0
Bought
0
Sold
5
Letters
Position history
Every position in We Buy Cars on record in the archive was reported in Q3 2026, across 5 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions
- September 2026
“5th Floor, Mariendahl House, Newlands on Main, Main Road, Newlands, Cape Town www.aylett.co.za | Tel: +27 (21) 673-1460 | clientservices@aylett.co.za AYLETT BALANCED PRESCIENT FUND Q3-2026 T O P D E T R A C T O R WE BUY CARS We Buy Cars detracted from performance this quarter. We have discussed the headwinds facing the company in previous commentaries, and little has changed in that regard. Competitively priced Chinese new vehicles continue to weigh on the used-car market in the short term, but we believe that the current strength in local new-car sales will ultimately grow the pool of used cars that make up We Buy Cars’ inventory. Management’s ambitious capacity expansion has also put pressure on near-term earnings. We see the current share price as an opportunity and remain confident in our investment thesis.”
We Buy Cars - September 2026
“Many of our investments that performed well last year have retracted to almost our initial buying levels, namely in the form of We Buy Cars and Reinet.”
We Buy Cars - September 2026
“WE BUY CARS We Buy Cars detracted from performance this quarter.”
We Buy Cars - September 2026
“5th Floor, Mariendahl House, Newlands on Main, Main Road, Newlands, Cape Town www.aylett.co.za | Tel: +27 (21) 673-1460 | clientservices@aylett.co.za AYLETT EQUITY PRESCIENT FUND Q3-2026 T O P D E T R A C T O R WE BUY CARS We Buy Cars detracted from performance this quarter.”
We Buy Cars - September 2026
“Over the quarter, several of our holdings fell sharply, among them Bath & Body Works, Flutter, Universal Music Group and We Buy Cars.”
We Buy Cars
Read the letters behind these We Buy Cars positions
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