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Kavaljer

Sep 2025 → May 2026 · 2 funds

Our archive holds 3 letters from Kavaljer, behind 5 investment theses and positions in 23 companies. Every quote below is copied verbatim from the letter it came from.

Kavaljer’s own letters page
3
Letters
23
Companies
17
Moves
5
Theses

What they bought and sold · 17 moves

  • TrimmedStorytel
    May 2026
    “During the month, the fund fully exited its holding in Green Landscaping and reduced its positions in Proact IT, Storytel, BTS, Bravida, and Alligo.”
    Read the letter
  • TrimmedLundbergs
    May 2026
    “During the month, the fund reduced its holdings in Berkshire Hathaway and Lundbergs,”
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  • AddedNederman Holding
    May 2026
    “The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.”
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  • AddedSvedbergs Group
    May 2026
    “The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.”
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  • TrimmedProact IT Group
    May 2026
    “During the month, the fund fully exited its holding in Green Landscaping and reduced its positions in Proact IT, Storytel, BTS, Bravida, and Alligo.”
    Read the letter
  • New positionThermo Fisher
    May 2026
    “New positions are Alphabet and Thermo Fisher.”
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  • New positionAlphabet
    May 2026
    “New positions are Alphabet and Thermo Fisher.”
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  • AddedXvivo Perfusion
    May 2026
    “The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.”
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  • TrimmedBravida Holding
    May 2026
    “During the month, the fund fully exited its holding in Green Landscaping and reduced its positions in Proact IT, Storytel, BTS, Bravida, and Alligo.”
    Read the letter
  • AddedInwido
    May 2026
    “The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.”
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  • ExitedVNV Global
    May 2026
    “During the month, the fund reduced its holdings in Berkshire Hathaway and Lundbergs, and fully divested its positions in Dometic, Green Landscaping, VNV Global, and Spiltan Invest.”
    Read the letter
  • TrimmedBerkshire Hathaway
    May 2026
    “During the month, the fund reduced its holdings in Berkshire Hathaway and Lundbergs,”
    Read the letter
  • ExitedDometic
    May 2026
    “During the month, the fund reduced its holdings in Berkshire Hathaway and Lundbergs, and fully divested its positions in Dometic, Green Landscaping, VNV Global, and Spiltan Invest.”
    Read the letter
  • ExitedSpiltan Invest
    May 2026
    “During the month, the fund reduced its holdings in Berkshire Hathaway and Lundbergs, and fully divested its positions in Dometic, Green Landscaping, VNV Global, and Spiltan Invest.”
    Read the letter
  • ExitedGreen Landscaping Group
    May 2026
    “During the month, the fund fully exited its holding in Green Landscaping and reduced its positions in Proact IT, Storytel, BTS, Bravida, and Alligo.”
    Read the letter
  • TrimmedAlligo
    May 2026
    “During the month, the fund fully exited its holding in Green Landscaping and reduced its positions in Proact IT, Storytel, BTS, Bravida, and Alligo.”
    Read the letter
  • AddedRVRC Holding
    May 2026
    “The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.”
    Read the letter

Companies held · 23

Every company Kavaljer has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 5

  • Danaher
    May 2026

    Danaher is a recurring-revenue life science and diagnostics compounder with improving bioprocessing demand, AI tailwinds, and a discounted valuation.

    Read the full thesis
  • Vitec Software Group
    May 2026

    Vitec Software Group is returning to organic growth and margin expansion, with AI efficiencies, manageable leverage, and a low valuation supporting upside.

    Read the full thesis
  • Carasent
    May 2026

    Carasent is an electronic medical records platform that is strengthening its moat through a mission-critical acquisition and higher pricing power.

    Read the full thesis
  • Storytel
    May 2026

    Storytel is strengthening its publishing moat in Europe through a platform acquisition and bolt-on strategy.

    Read the full thesis
  • BTS Group
    September 2025

    BTS Group is a global consulting firm currently facing a downturn but expected to benefit from new AI initiatives and is trading at a low valuation, offering a substantial margin of safety for long-term investors.

    Read the full thesis

Letter archive · 3

2026

2025

Funds · 2

  • Kavaljer Quality Focus2
  • Kavaljer Investmentbolagsfond1

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