What smart money is saying about Brambles
BXB.AX
No fund has written a full thesis on Brambles in our archive, but 2 fund letters report a position in it — most recently ClearBridge Investments International Growth EAFE Strategy in June 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Brambles 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
- HoldsClearBridge Investments International Growth EAFE StrategyJune 2026
“Our AI holdings offset weakness among a handful of industrials names including U.K. defense contractor BAE Systems, Australian logistics provider Brambles and Japanese engineering and defense conglomerate Mitsubishi Heavy Industries.”
Read the letterBrambles - HoldsBronte Capital Amalthea FundJune 2026
“On the long side, we recognized strong contributions from DSM- Firmenich and Brambles, while our positions in Amazon and Alphabet detracted from the month's gains.”
Read the letterBrambles
Read the letters behind these Brambles positions
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