
What smart money is saying about Ashtead Technology
AT..L
1 fund in our archive has pitched Ashtead Technology — most recently Acatis in August 2026.
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2
Reported positions
0
Bought
0
Sold
4
Letters
Position history
Between Q1 2026 and Q3 2026, 2 fund letters reported a position in Ashtead Technology, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 0 | 0 | 0 | 1 |
| Q1 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- March 2026
“There were no obvious themes among our winners during the quarter: • Ashtead Technology's results were slightly better than expected (the market had feared an earnings downgrade).”
Ashtead Technology - March 2026
“Energy engineering solutions business Ashtead Technologies also made a notable positive contribution.”
Ashtead Technology
Also mentioned · 1
These funds discuss Ashtead Technology — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedMalborough UK Micro-Cap GrowthSeptember 2026
“Ashtead Technology (-16%) fell following interim results that highlighted weakness in the Middle East due to the conflict in Iran.”
Ashtead Technology
Fund coverage · 1 thesis
- AcatisAugust 2026
Ashtead Technology is a market leader with flexible equipment, consolidation-driven scale benefits and strong returns.
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