What smart money is saying about Aritzia
ATZ.TO
No fund has written a full thesis on Aritzia in our archive, but 2 fund letters report a position in it — most recently Polen Capital International Equity in September 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q2 2025 and Q3 2026, 2 fund letters reported a position in Aritzia — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- New positionPolen Capital International EquitySeptember 2026
“During the quarter, we initiated positions in Asics, Aritzia, National Bank of Greece, Piraeus Bank, Argenx and Sandoz Group.”
Aritzia - June 2025
“Portfolio Attribution Groupe Dynamite was up over 90% and Aritzia was up 39%, as both businesses proved to the market that while tariffs were a drag on their operations, they were far from insurmountable.”
Aritzia
Read the letters behind these Aritzia positions
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