What smart money is saying about SF Holding
2191.HK
No fund has written a full thesis on SF Holding in our archive, but 1 fund letter reports a position in it — most recently Harding Loevner Emerging Markets Equity in June 2026.
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in SF Holding on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“Shares of Chinese delivery services business SF Holding were pressured by concerns over the effect of higher oil prices and other rising costs on margins.”
Read the letterSF Holding
Read the letters behind these SF Holding positions
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