What smart money is saying about WH Group
0288.HK
No fund has written a full thesis on WH Group in our archive, but 3 fund letters report a position in it — most recently Pzena IM Global Best Ideas in June 2026.
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3
Reported positions
0
Bought
2
Sold
3
Letters
Position history
Between Q3 2025 and Q2 2026, 3 fund letters reported a position in WH Group — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 2 | 0 | 2 | 0 |
Fund activity · 3 positions · 2 moves
- June 2026
“WH Group, the world's largest pork company with leading operations in China and the U.S., declined over the quarter, giving back an early advance as persistent industry oversupply and rising input costs weighed on the shares.”
WH Group - TrimmedPzena Global Best IdeasSeptember 2025
“To fund these purchases, we exited integrated oil major Shell, on strength, and trimmed global pork producer WH Group, and Advance Auto, both on appreciation.”
WH Group - September 2025
“We exited our position in Taiwanese window covering company Nien Made on appreciation and trimmed positions in Chinese tech giant Baidu, Chinese and American pork company WH Group, Korean lender Shinhan Financial Group, and Korean insurer DB Insurance, all on strength.”
WH Group
Read the letters behind these WH Group positions
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