What smart money is saying about AG Barr
1 fund in our archive has pitched AG Barr — most recently Goodhart Partners Global Real Return Fund in June 2026.
A.G. BARR Plc engages in the manufacture, distribution, and sale of soft drinks. It operates through the following segments: Soft Drinks, Cocktail Solutions, and Others. The Other segment represents the rental income for vending machines, the sale of ice-cream, and other soft drink related items such as water cups. The company was founded by Robert Barr in 1875 and is headquartered in Cumbernauld, the United Kingdom.
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Position history
Every position in AG Barr on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 1 |
Fund activity · 2 positions · 1 move
- New positionRoyal London AM UK Equity Income FundJune 2026
“Proceeds were used to establish two new holdings, in the consumer goods business Reckitt Benckiser and the soft drinks manufacturer AG Barr, who are most well known for being the manufacturer of Irn Bru.”
Read the letterAG Barr - HoldsHotchkis & Wiley International Small Cap Diversified Value Representative PortfolioJune 2026
“A.G. Barr PLC 0.18 United Kingdom”
Read the letterAG Barr
Fund coverage · 1 thesis
- Goodhart Partners Global Real Return FundJune 2026
AG Barr is a Scottish drinks company with improving growth ambitions, cost savings from capex, and a low valuation supporting attractive earnings growth.
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