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NTAW Holdings (ASX:NTD), the business behind National Tyre & Wheel, is a smaller holding tracked by Australian value managers. In August 2026, Collins St Asset Management reported the stock was the fund's weakest non-commodity performer for the month after a share price fall of around 7%, without pointing to any company-specific news behind the move. NTAW Holdings operates in the Consumer Discretionary sector within the Distributors industry, and Thesis Tracker has captured 5 comments on the company from 2 fund managers, including Collins St Asset Management. Established in 1989 by Terence and Susanne Smith and headquartered in Moorooka, Queensland, NTAW is a tyre and wheel wholesaler operating across Australia, New Zealand and South Africa through a network of subsidiaries, distributing major tyre brands to independent retailers, fleets and automotive customers.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Collins St Asset Management and EGP Capital have invested in NTAW Holdings Ltd (ASX:NTD).
The latest fund manager commentary in the dataset does not identify specific opportunities or catalysts for NTAW Holdings. Collins St Asset Management continues to hold the stock, but its August 2026 update discussed only the share price movement rather than any new growth drivers or events.
Collins St noted the stock was its worst-performing non-commodity holding in August 2026, falling around 7%, but did not attribute the decline to a specific risk. Beyond that price weakness, the available fund manager commentary does not set out particular risks to the investment thesis.
NTAW Holdings Ltd. is a tyre and wheel wholesaler operating across Australia, New Zealand, and South Africa through its subsidiaries and controlled entities. Established in 1989 by founders Terence and Susanne Smith, the company is headquartered in Moorooka, Australia.
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.