Letters by company

Linamar Corporation

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

Forager Funds Management Annual Report June 2026 Forager argues that the AI capital-spending boom has become a sector-specific bubble while neglected software and value businesses offer better prospective value. The firm sold Fiserv after its turnaround failed, exited richly valued Comfort Systems and Zegona, added to selected Japanese software holdings, and retained conviction in operating progress at companies including Cuscal and IDP Education. 2026 financial year 5038 $211MAMA $153MBVS $1B
Forager Funds Management June 2023 Financial Year Performance Report Forager’s International Shares Fund retained its small-cap bias, added to Motorpoint, TaskUs and Cryoport after setbacks, and realised part of gains in Flutter, Zeta Global, Norbit and Meta. The Australian Shares Fund benefited from the Tourism Holdings-Apollo merger and Gentrack’s turnaround, while holding substantial cash for opportunities in beaten-down small caps. June 2023 Financial Year APG $18BCELH $8.1BCYRX $1B