What smart money is saying about Société des Bains de Mer
BAIN.PA
No fund has written a full thesis on Société des Bains de Mer in our archive, but 1 fund letter reports a position in it, most recently East 72 Dynasty Trust in March 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Société des Bains de Mer on record in the archive was reported in Q1 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- March 2026
“The major positive and negative contributors to the portfolio over the quarter were as follows: bp contrib % Δ† Comment AKER-BP 154 41% Oil price gains Virtu Financial 106 32% Strong Q425 results + market conditions HAL Trust 61 23% Gain in investment portfolio/peer ratings Société des Bains 36 26% Strong results across hotels and property”
Société des Bains de Mer
Read the letters behind these Société des Bains de Mer positions
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