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Booking Holdings

Sector Consumer Discretionary

39 letters mention Booking Holdings, from 10 managers. Page 1 of 2.

• Q3 2026 Mayar Capital · Q3 2026 letter ↗ Abdulaziz Alnaim · mentioned once
• Q2 2026 Mayar Capital · Q2 2026 letter ↗ Abdulaziz Alnaim · mentioned once
• Q1 2026 Horos Asset Management · Q1 2026 letter ↗ Javier Ruiz · mentioned 2 times
• Q1 2026 Vltava Fund · Sport and investing (once again) ↗ Daniel Gladiš · mentioned 2 times
• 2025 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• Q4 2025 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned once
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned once
• Q2 2025 Wedgewood Partners · Q2 2025 letter ↗ David Rolfe · mentioned 4 times
• Q4 2024 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 2 times
• Q1 2024 Wedgewood Partners · Q1 2024 letter ↗ David Rolfe · mentioned 3 times
• H2 2022 Emeth Value Capital · H2 2022 letter ↗ Andrew Carreon · mentioned 12 times
• Q3 2022 Horos Asset Management · Q3 2022 letter ↗ Javier Ruiz · mentioned once
• Q2 2022 Greystone Capital · Q2 2022 letter ↗ Adam Wilk · mentioned once
• Q4 2021 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned once
• H2 2021 Saga Partners · H2 2021 letter ↗ Joe Frankenfield · mentioned once
• Q2 2021 Wedgewood Partners · Q2 2021 letter ↗ David Rolfe · mentioned 3 times
• Q1 2021 Wedgewood Partners · Q1 2021 letter ↗ David Rolfe · mentioned 9 times
• Q4 2020 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 2 times
• Q4 2020 Mayar Capital · Q4 2020 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q2 2020 Mayar Capital · Q2 2020 letter ↗ Abdulaziz Alnaim · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.