LongAAPOct 2026
Advance Auto Parts, Inc.
Advance Auto Parts is working through a turnaround in distribution, inventory, merchandising and stores. The fund sees an improved balance-sheet position and a credible…
AAP
Which hedge funds are long AAP?
2 published ideas on Advance Auto Parts, Inc. across 2 funds — 2 long and 0 short.
Advance Auto Parts hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Advance Auto Parts: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongAAPSep 2026
Advance Auto Parts
Advance Auto Parts is a major fund position undergoing a turnaround. Curreen notes that the business historically generated returns on tangible capital approaching 20%…