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What smart money is saying about AccorFrance flag

AC.PA · Consumer Cyclical · Travel Lodging · Market cap $12.92B

1 fund in our archive has pitched Accor — most recently Harris Associates Global Strategy in June 2026.

Company profile

Accor S.A. is a leading global hospitality group that manages an extensive network of hotels. The company's operations are divided into two primary divisions: HotelServices, and Hotel Assets & Other. Its engagement in the hotel sector encompasses ownership, direct operation, management, and franchising models. Beyond traditional lodging, Accor delivers a broad spectrum of digital and specialized services. It provides digital tools to independent hotel operators via its D-edge platform and offers ResDiary, an online table booking system for restaurants. The travel industry and corporate clients utilize Gekko solutions for digital hotel distribution and loyalty programs. Additionally, Accor offers bespoke concierge services through John Paul, and premium event planning, fine dining, and entertainment experiences via Paris Society and Potel & Chabot. The company's activities also extend to distribution, including VeryChic for exclusive private sales of hotel accommodations and luxury getaways, and onefinestay for upscale private residence rentals. Furthermore, Accor operates coworking spaces under the Wojo and Mama Works brands. It also furnishes comprehensive internal support services such as hotel management, procurement, cash management, IT, advertising, and a range of advisory functions. As of December 31, 2021, Accor maintained a substantial global footprint with 5,298 hotels comprising 777,714 rooms across 110 countries. The company was established in 1967 and its headquarters are located in Issy-les-Moulineaux, France.

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Reported positions
1
Bought
0
Sold
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Letters

Position history

Between Q1 2026 and Q2 2026, 1 fund letter reported a position in Accor1 opened or added to the position.

Fund letters reporting a position in Accor, by quarter
QuarterLettersBoughtSoldTheses
Q2 20260001
Q1 20261100

Fund activity · 1 position · 1 move

  • Of note, the Fund added to several holdings where the price- to-value gap broadened to historically wide levels amid recent volatility, including certain commercial-centric issuers (U-Haul Holdings and FirstService Corp.) and select international companies (Accor SA and Ingenia Communities).
    Read the letterAccor

Fund coverage · 1 thesis

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