What smart money is saying about Ferrotec
6890.T
No fund has written a full thesis on Ferrotec in our archive, but 1 fund letter reports a position in it, most recently ARAR Fund in June 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Ferrotec on record in the archive was reported in Q2 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- ExitedARAR FundJune 2026
“The current portfolio consists of 29 stocks (of which two negligible) and a 1.5% cash position. We adjusted ten of our positions, entering one new name (see our ‘Company in Focus’). We have shuffled around our position in SK Hynix but have retained our exposure. We exited Ferrotec, a Japanese company engaged in the semiconductor sector.”
Ferrotec
Read the letters behind these Ferrotec positions
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