What smart money is saying about Brink's Company
No fund has written a full thesis on Brink's Company in our archive, but 2 fund letters report a position in it — most recently Ariel Investments Small Cap Value Strategy in June 2026.
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Position history
Every position in Brink's Company on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- June 2026
Listed in Ariel Investments Small Cap Value Strategy’s reported holdings.
Brink's Company - June 2026
“Logistics and cash management services provider, Brink’s Company (BCO), also underperformed, despite posting an earnings beat and reaffirming its full-year outlook.”
Brink's Company
Also mentioned · 2
These funds discuss Brink's Company — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedSouthernSun AM Small Cap StrategyJune 2026
Named in a table in SouthernSun AM Small Cap Strategy’s letter.
Brink's Company - MentionedHalvio Capital Value Equity StrategyJune 2026
“There is not a great 1 to 1 comparable I found in my research but using similar types of businesses like Sprott Inc. or the Brink’s that trade at valuations 10x EV/EBIT or greater than where Goldmoney currently trades and I don’t think such a large gap is justified.”
Brink's Company
Read the letters behind these Brink's Company positions
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