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Expedia

Sector Consumer Discretionary

15 letters mention Expedia, from 11 managers.

• Q1 2026 Horos Asset Management · Q1 2026 letter ↗ Javier Ruiz · mentioned once
• Q4 2025 Hayden Capital · Q4 2025 letter ↗ Fred Liu · mentioned once
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned 2 times
• H2 2022 Emeth Value Capital · H2 2022 letter ↗ Andrew Carreon · mentioned 13 times
• Q2 2022 Greystone Capital · Q2 2022 letter ↗ Adam Wilk · mentioned 2 times
• H2 2021 Saga Partners · H2 2021 letter ↗ Joe Frankenfield · mentioned once
• H1 2021 Saga Partners · H1 2021 letter ↗ Joe Frankenfield · mentioned once
• 2020 Maran Capital · 2020 letter ↗ Dan Roller · mentioned once
• Q3 2020 Hinde Group · Q3 2020 letter ↗ Marc Werres · mentioned 2 times
• Q2 2020 Greenhaven Road Capital · Q2 2020 letter ↗ Scott Miller · mentioned once
• H1 2020 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q4 2019 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned once
• Q3 2017 Greenhaven Road Capital · Q3 2017 letter ↗ Scott Miller · mentioned once
• Q2 2017 Greenhaven Road Capital · Q2 2017 letter ↗ Scott Miller · mentioned 2 times
• 2002 Giverny Capital · Annual letter ↗ François Rochon · mentioned 6 times

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.