Kavaljer
Kavaljer Investmentbolagsfond
Global Mega-cap
May 2026 → Jul 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 16 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Kavaljer for every strategy.
What it bought and sold
The fund increased its holding in Danaher on the day of the report, as the share price decline was judged to be excessive.
During the month, the fund reduced its holdings in Bure Equity, Idun Industrier and Industrivärden, and fully divested its holding in VEF.
- TrimmedIdun IndustrierJul 2026
During the month, the fund reduced its holdings in Bure Equity, Idun Industrier and Industrivärden, and fully divested its holding in VEF.
During the month, the fund reduced its holdings in Bure Equity, Idun Industrier and Industrivärden, and fully divested its holding in VEF.
The fund added to Alphabet, Danaher, Lifco and Siemens AG.
The fund added to Alphabet, Danaher, Lifco and Siemens AG.
The fund added to Alphabet, Danaher, Lifco and Siemens AG.
- ExitedVEFJul 2026
During the month, the fund reduced its holdings in Bure Equity, Idun Industrier and Industrivärden, and fully divested its holding in VEF.
During the month, the fund reduced its holdings in Berkshire Hathaway and Lundbergs,
New positions are Alphabet and Thermo Fisher.
New positions are Alphabet and Thermo Fisher.
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.
During the month, the fund reduced its holdings in Berkshire Hathaway and Lundbergs,
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.
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.
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.
Also held
Its investment theses
- DanaherMay 2026Danaher is a recurring-revenue life science and diagnostics compounder with improving bioprocessing demand, AI tailwinds, and a discounted valuation.
- Vitec Software GroupMay 2026Vitec Software Group is returning to organic growth and margin expansion, with AI efficiencies, manageable leverage, and a low valuation supporting upside.