What smart money is saying about Delta Plus
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No fund has written a full thesis on Delta Plus in our archive, but 1 fund letter reports a position in it — most recently Malborough European Special Situations in October 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Delta Plus on record in the archive was reported in Q4 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- October 2026
“The largest detractors were French opinion panel provider Bilendi (concerns over slowing demand and weaker profitability after a subdued first half, particularly in France), French workplace safety equipment supplier Delta Plus (lower first-half profits and margins on weak end-market demand), French specialty chemicals company Baikowski (profits declined despite exposure to sectors like chipmaking, because orders take time to convert into sales), Greek consumer goods producer Sarantis (management highlighted cost pressures and growing uncertainty around full-year earnings) and French healthcare operator LNA Santé (two clinic renovations weighed on margins despite strong revenue growth).”
Delta Plus
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