Ganes Capital

• September 2026 Quarter Report ↗ Ganes Focused Value Fund kept its top ten holdings unchanged, with Dicker Data and Bravura Solutions gaining portfolio weight after strong reporting seasons. It backed PWR Holdings' factory recovery and aerospace expansion, Bravura's cost reset and London strategy, and Lovisa's international store model, while expecting Steadfast's takeover to complete. September 2026 Quarter BVS $1.1BLOV $2.2BPWH $810M +1

One letter so far. We collect each new one as Ganes Capital publishes it.