Kavaljer
Kavaljer Quality Focus
US Quality
Sep 2025 → May 2026
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 14 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Kavaljer for every strategy.
What it bought and sold
During the month, the fund fully exited its holding in Green Landscaping and reduced its positions in Proact IT, Storytel, BTS, Bravida, and Alligo.
The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.
The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.
During the month, the fund fully exited its holding in Green Landscaping and reduced its positions in Proact IT, Storytel, BTS, Bravida, and Alligo.
The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.
During the month, the fund fully exited its holding in Green Landscaping and reduced its positions in Proact IT, Storytel, BTS, Bravida, and Alligo.
The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.
The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.
The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.
During the month, the fund fully exited its holding in Green Landscaping and reduced its positions in Proact IT, Storytel, BTS, Bravida, and Alligo.
The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.
During the month, the fund fully exited its holding in Green Landscaping and reduced its positions in Proact IT, Storytel, BTS, Bravida, and Alligo.
During the month, the fund fully exited its holding in Green Landscaping and reduced its positions in Proact IT, Storytel, BTS, Bravida, and Alligo.
The fund increased its holdings in Nederman, Swedencare, ITAB, Svedbergs, AOJ, Bahnhof, Inwido, RVRC, and Xvivo.
Also held
Its investment theses
- CarasentMay 2026Carasent is an electronic medical records platform that is strengthening its moat through a mission-critical acquisition and higher pricing power.
- StorytelMay 2026Storytel is strengthening its publishing moat in Europe through a platform acquisition and bolt-on strategy.
- BTS GroupSep 2025BTS 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.