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Motorcycle Holdings (ASX:MTO), Australia's largest motorcycle dealer, is a high-conviction value pick for several fund managers. In August 2026, Forager Funds highlighted Motorcycle Holdings' roughly 20% share of Australian motorcycle retailing, its cheap acquisition of its main competitor's assets and its growing CFMoto distribution business. Blue Boat Capital initiated a position after it bought its largest competitor's assets out of administration at a substantial discount, and Prime Value noted it trades on around 6 times FY27 earnings, an earnings yield of 17%. Spheria reported a 16% fall in December on no company news. Motorcycle Holdings operates in the Consumer Discretionary sector within the Specialty Retail industry, and Thesis Tracker has captured 14 comments from 7 fund managers, including Forager, Blue Boat, Prime Value and Spheria. Founded in 1989 and headquartered in Slacks Creek, Brisbane, Motorcycle Holdings operates motorcycle dealerships and distributes motorcycles, parts and accessories across Australia.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Forager Funds, Cadence Capital, Prime Value Asset Management, Milford Asset Management, Spheria Asset Management, Tamim Funds Management and Blue Boat Capital have invested in MotorCycle Holdings Ltd (ASX:MTO).
Managers highlight a leading 20% market share, the accretive acquisition of a major competitor's assets at a discount, growth in CFMoto distribution and a very low earnings multiple, according to Forager, Blue Boat and Prime Value.
Spheria notes share price falls on no news, and Forager observes small caps were sold off broadly, with earnings exposed to discretionary consumer spending.
Motorcycle Holdings Ltd., headquartered in Slacks Creek, Australia, operates as a diversified motorcycle enterprise. Founded in 1989, the company functions through two core segments: Motorcycle Retailing and Motorcycle and Accessories Wholesaling. Activities include owning motorcycle dealerships, conducting rider training, and providing repair services. The retail division sells motorcycles, parts, accessories, and mechanical protection plans. The wholesale division imports and distributes motorcycles, ATVs, scooters, and parts across Australia and New Zealand. The firm also manages a smash repair business for insurers, supporting its integrated business model.
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.