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Alluvial Fund stated in its Q2 2026 investor letter that turbocharger manufacturer Garrett Motion (GTX) has seen a significant increase in its stock price, but its valuation remains reasonable.
The fund noted that 2026 is a "watershed year" for Garrett Motion, as investors begin to recognize the applications of its turbochargers beyond the automotive industry, including data centers and util
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Alluvial Fund stated in its Q2 2026 investor letter that turbocharger manufacturer Garrett Motion (GTX) has seen a significant increase in its stock price, but its valuation remains reasonable.
The fund noted that 2026 is a "watershed year" for Garrett Motion, as investors begin to recognize the applications of its turbochargers beyond the automotive industry, including data centers and util
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