
What smart money is saying about Covestro
1COV.DE
No fund has written a full thesis on Covestro in our archive, but 1 fund letter reports a position in it — most recently Horos AM Funds in July 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Covestro on record in the archive was reported in Q3 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- ExitedHoros AM FundsJuly 2026
“Holdings discussed: Vermilion Energy 2030 (exited), Cirsa 2029 (exited) and Covestro (exited) This quarter, the most significant moves in this part of the portfolio were the exit from the special situation in Covestro—with a slightly negative, though very limited, result for the fund—”
Covestro
Read the letters behind these Covestro positions
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