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DoorDash

Sector Consumer Discretionary

7 letters mention DoorDash, from 3 managers.

• Q2 2026 Hayden Capital · Q2 2026 letter ↗ Fred Liu · mentioned 2 times
• H1 2026 Emeth Value Capital · H1 2026 letter ↗ Andrew Carreon · mentioned 2 times
• Q1 2026 Hayden Capital · Q1 2026 letter ↗ Fred Liu · mentioned 2 times
• Q4 2025 Hayden Capital · Q4 2025 letter ↗ Fred Liu · mentioned once
• Q3 2023 Greenhaven Road Capital · Q3 2023 letter ↗ Scott Miller · mentioned once
• Q1 2021 Hayden Capital · Q1 2021 letter ↗ Fred Liu · mentioned once
• Q1 2020 Greenhaven Road Capital · Q1 2020 letter ↗ Scott Miller · 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.