ADH
Adairs Ltd
Specialty Retail
·
Consumer Discretionary
4
comments
4
fund managers
past 90 days
About Adairs Ltd
Adairs Ltd, founded in 1981 and headquartered in Melbourne, Australia, is a retail company specializing in manchester and homewares. It operates through three core segments: Adairs, Focus on Furniture, and Mocka. The Adairs segment provides a lay-by service, transferring product control upon full payment and collection. Focus on Furniture is a vertically integrated omnichannel retailer offering home and bedding products across Australia. The Mocka segment sells exclusive, functional furniture and decor, including Kids and Baby categories. The company leverages these segments to provide diverse home furnishing solutions through physical and online retail channels.
Commentary Volume
4
Comments
4
Fund managers
0
Past 90 days
SOURCE
ACTION
COMMENT PREVIEW
FUND MANAGER
DATE
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Source: Ipsum Capital Q4 Quarterly Letter · Published 14 March 2025
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§ Important Notice
The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
Commentary
Sector
Consumer Discretionary
Market cap
$221M
Fund managers
4 managers
First covered
30 Apr 2025
Last updated
5 Nov 2025
Company Details
Related Themes
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Top Investors Covering MIN
§ Reminder
The entries above are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
Frequently asked questions about Adairs Ltd (ASX:ADH)
Frequently asked questions
Who is investing in Adairs Ltd (ASX:ADH)?
Fund managers including Firetrail Investments, Cerutty Macro Fund, Ten Cap and LSN Capital Partners have invested in Adairs Ltd (ASX:ADH).
What is the short interest in Adairs Ltd (ASX:ADH)?
The short interest in Adairs Ltd (ASX:ADH) is 1.77% which makes it the 151st most shorted stock on the ASX. Of the 177.3M shares that Adairs Ltd has on issue, 3.1M have been sold short.
What does Adairs Ltd (ASX:ADH) do?
Adairs Ltd, founded in 1981 and headquartered in Melbourne, Australia, is a retail company specializing in manchester and homewares. It operates through three core segments: Adairs, Focus on Furniture, and Mocka. The Adairs segment provides a lay-by service, transferring product control upon full payment and collection. Focus on Furniture is a vertically integrated omnichannel retailer offering home and bedding products across Australia. The Mocka segment sells exclusive, functional furniture and decor, including Kids and Baby categories. The company leverages these segments to provide diverse home furnishing solutions through physical and online retail channels.
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