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Wayfair

Sector Consumer Discretionary

3 letters mention Wayfair, from 3 managers.

• Q4 2023 Hayden Capital · Q4 2023 letter ↗ Fred Liu · mentioned once
• Q1 2021 1 Main Capital · Q1 2021 letter ↗ Yaron Naymark · mentioned 6 times
• Q2 2020 Vltava Fund · The dam has broken ↗ Daniel Gladiš · 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.