What smart money is saying about Adidas
1 fund in our archive has pitched Adidas — most recently Harris Oakmark Global All Cap Strategy in June 2025.
adidas AG, together with its subsidiaries, designs, develops, distributes, and markets athletic and sports lifestyle products worldwide. It offers footwear; apparel; and accessories and gear, such as bags and balls under the adidas brand. It sells its products through approximately 2,200 own-retail stores; mono-branded franchise stores and shop-in-shops; and wholesale and its e-commerce channels. The company was formerly known as adidas-Salomon AG and changed its name to adidas AG in June 2006. adidas AG was founded in 1920 and is headquartered in Herzogenaurach, Germany.
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Position history
Between Q2 2025 and Q2 2026, 1 fund letter reported a position in Adidas, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- HoldsHarris Associates Global StrategyJune 2026
“adidas was a contributor during the quarter.”
Read the letterAdidas
Also mentioned · 2
These funds discuss Adidas — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHarris Associates Global Concentrated StrategyJune 2026
“adidas was a contributor during the quarter.”
Read the letterAdidas - MentionedHarris Associates International StrategyJune 2026
“adidas was a contributor during the quarter.”
Read the letterAdidas
Fund coverage · 1 thesis
- Harris Oakmark Global All Cap StrategyJune 2025
Adidas is a revitalized global sportswear leader poised for growth and margin expansion, offering an attractive investment opportunity at a discount due to recent stock price declines.
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