Letters by company

Fiat Chrysler Automobiles N.V

2 letters discussing FCAU. Everything written about it on this site is on its ticker page.

GreenWood Investors First Half 2024 Letter GreenWood Investors centered its coinvestment work on Leonardo, MEI Pharma and CTT, emphasizing board-level engagement, capital allocation and operational transformation. It added to Rentokil and Compagnie de L’Odet amid election-driven volatility, while seeking further collaborative governance opportunities with owner-minded managers. First Half 2024 CTTOF $862M0JW9 FINMF $30B
Greenhaven Road Capital Q1 2019 PAR Technology entered the portfolio as management changes, new financing and a payments rollout improved the outlook for its Brink restaurant software business. Digital Turbine was added on the view that carrier relationships and app-install economics can expand, while Fiat Chrysler exposure shifted to long-dated options. Q1 2019 APPS $1.3BPAR $611METSY $6.8B