What smart money is saying about Berkeley Group Holdings
BKG.L
No fund has written a full thesis on Berkeley Group Holdings in our archive, but 2 fund letters report a position in it — most recently Tweedy, Browne Fund Inc. in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Berkeley Group Holdings — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- AddedTweedy, Browne Fund Inc.June 2026
“We also added to the Funds’ positions in Autotrader, Berkeley Group Holdings, and Nihon Nohyaku, among others, at what we believe are still discounted prices.”
Read the letterBerkeley Group Holdings - HoldsThird Avenue Real Estate Value FundMarch 2026
“Notwithstanding, these gains were more than offset by detractors during the quarter, including the Fund’s investments in real estate services companies (CBRE Group, JLL, and Savills), residential-related businesses (Lennar Corp. and the preferred equity of Fannie Mae and Freddie Mac), and U.K.-based property companies (Big Yellow plc and Berkeley Group).”
Read the letterBerkeley Group Holdings
Read the letters behind these Berkeley Group Holdings positions
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