What smart money is saying about Compagnie du Cambodge
1 fund in our archive has pitched Compagnie du Cambodge, most recently East72 Dynasty Trust in September 2026.
Compagnie du Cambodge, together with its subsidiaries, engages in the transportation and logistics business in France. It operates pedestrian access systems for controlling passenger flow in stations and airports. The company was incorporated in 1955 and is headquartered in Puteaux, France. Compagnie du Cambodge operates as a subsidiary of Plantations des Terres Rouges SA.
Get an email when a fund buys, sells or pitches it
Position history
Every position in Compagnie du Cambodge on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- HoldsEast72 Dynasty TrustSeptember 2026
“We have refined our approach to investing in the Bolloré Galaxy. We continue to view the two major listed entities as cheap and likely to merge at some stage, but merger is not a pre-requisite for performance. We have no interest in the intermediate “investment/holding companies”. We have a small position in one of the Rivaud companies – Compagnie du Cambodge – given its strategic place within the group and a massive cash pile.”
Compagnie du Cambodge
Fund coverage · 1 thesis
- East72 Dynasty TrustSeptember 2026
Compagnie du Cambodge holds 19.2% of Odet, 23.3% of Financière V and over €1.1 billion of cash, giving the manager a cheap route into the Bolloré cascade.
Read the full thesis
Read every full thesis on Compagnie du Cambodge
Read all 1 thesis in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→