Search All
MIN
Lorem Company A
LOC: Sector A
FWD
Fleetwood Ltd
Construction and Engineering
·
Industrials
Turn on notifications
About Fleetwood Ltd
Commentary Volume
27
Comments
8
Fund managers
0
Past 90 days
SOURCE
ACTION
FUND MANAGER
DATE
Cromwell Funds Management increased its position in Fleetwood Ltd modestly following a 35.2% share price decline after a poorly received first-half result, which showed the Building Solutions division swing to an EBIT loss of $1.6 million on revenue that fell $53.8 million to $148.8 million, with cash conversion of only 30%. Cromwell Funds Management acknowledges prior assessments of Building Solutions prospects were too optimistic but believes the share price reaction overstates the fundamental damage, noting Community Solutions continues to perform exceptionally well with 96% contracted occupancy, the company holds $30.7 million in cash, has non-core assets that can be monetised, and has commenced an on-market $5 million share buyback.
Quarterly Report
31 Mar 2026
.
Cromwell Funds Management
Increased
Quarterly Report
§ 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
§ 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 Fleetwood Ltd (ASX:FWD)
Frequently asked questions
Who is investing in Fleetwood Ltd (ASX:FWD)?
Fund managers including Cerutty Macro Fund, Asymmetric Asset Management, Ryder Capital, Ellerston Capital, Sandon Capital, Perennial Partners, Wentworth Williamson and Cromwell Funds Management have invested in Fleetwood Ltd (ASX:FWD).
What is the short interest in Fleetwood Ltd (ASX:FWD)?
The short interest in Fleetwood Ltd (ASX:FWD) is 0.36% which makes it the 313th most shorted stock on the ASX. Of the 92.6M shares that Fleetwood Ltd has on issue, 335.7K have been sold short.
What does Fleetwood Ltd (ASX:FWD) do?
Fleetwood Ltd., founded in 1964 and based in East Perth, Australia, is a manufacturer and retailer of caravans, marine equipment, campers, and fiberglass canopies. The company also provides transportable and portable accommodation solutions. Fleetwood operates through three core segments: RV Solutions, which manufactures and distributes recreational vehicle parts; Building Solutions, which designs and sells manufactured accommodation; and Community Solutions, which manages community operations. The business focuses on the integrated delivery of accommodation and recreational vehicle products.