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ARB Corporation (ASX:ARB), the 4WD accessories manufacturer, has disappointed investors with weak trading but some managers are buying. In August 2026, Investors Mutual said it has been buying ARB as a fairly recent position, acquiring shares during the drawdown linked to the Iran situation. Flagship increased exposure on conviction in long-term growth. Ellerston and First Sentier reported ARB fell sharply after a very disappointing trading update guiding first-half profit before tax of $58 million, 15% below consensus, amid soft sales, while LSN exited as part of a more cautious stance. ARB operates in the Consumer Discretionary sector within the Auto Components industry, and Thesis Tracker has captured 19 comments from 14 fund managers, including Investors Mutual, Flagship, Ellerston, First Sentier and LSN. Founded by Tony Brown in 1975 and headquartered in Melbourne, ARB designs, manufactures and distributes 4WD accessories and light engineering products in Australia, the US and export markets.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Montgomery Investment Management, First Sentier Investors, Lakehouse Capital, Selector Funds Management, BKI Investment Company, Hayborough Investment Partners, SG Hiscock & Company, Tyndall Asset Management, LSN Capital Partners, Flagship Investments, Ellerston Capital, Akambo, Australian Eagle Asset Management and Investors Mutual Limited have invested in ARB Corporation Ltd (ASX:ARB).
Investors Mutual and Flagship highlight ARB's long-term growth prospects and the opportunity to buy a quality business during share price weakness.
Ellerston and First Sentier note a very disappointing trading update with first-half profit 15% below consensus and falling sales, and LSN exited to reduce consumer discretionary exposure.
ARB Corp. Ltd. designs, manufactures, and distributes motor vehicle accessories and light metal engineering products. Established by Anthony Ronald Brown in 1975, the company is headquartered in Kilsyth, Australia. ARB operates globally with key market segments including Australia, the USA, Thailand, and the Middle East, Europe, and the United Kingdom.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.