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What smart money is saying about CAG GroupChina flag

CAG.ST

No fund has written a full thesis on CAG Group in our archive, but 1 fund letter reports a position in it — most recently Kavaljer Quality Focus in July 2026.

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1
Reported positions
0
Bought
0
Sold
1
Letter

Position history

Every position in CAG Group on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.

Fund letters reporting a position in CAG Group, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000

Fund activity · 1 position

  • “July 2026 Fund performance Kavaljer Quality Focus performed strongly, gaining 4.1% over the month. Over the past five years the fund has returned 13%, compared with 32% for the Stockholm Stock Exchange (OMXSPI-GI) and -5% for the small cap index. The largest positive contributors among the fund's holdings during the month were Valmet, Storytel and Inwido. The largest negative contributors were Swedencare, Svedbergs and CAG Group.”
    CAG Group

Read the letters behind these CAG Group positions

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