Garrett Motion

Makes turbochargers that give car and truck engines more power.

Owns it

What the manager says

In short: Turbocharger maker now also selling to data centers and utilities; returns most cash to owners.

Share of the fund

6.1%

$6 of every $100 · 2nd of 10

Named in

Q2 2026 letter

Also owned by

No other fund we follow

More about Garrett Motion

This fund doesn’t file the government report, so share counts aren’t public.

Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works