What smart money is saying about Christian Dior
CDI.PA
No fund has written a full thesis on Christian Dior in our archive, but 2 fund letters report a position in it — most recently AVI Global Special Situations in August 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q4 2024 and Q3 2026, 2 fund letters reported a position in Christian Dior, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- August 2026
“In terms of detractors the most notable one was Jardine Matheson (-59bps). The shares have now de-rated substantially from a mid-20s discount earlier in the year to 41% currently. We have been adding to the position and believe one seller in particular has been weighing on the price. Mitsubishi Logistics (- 35bps) and Christian Dior (-22bps) were the other detractors.”
Christian Dior - HoldsEast 72December 2024
“We currently hold one “alcohol” stock – Laurent Perrier – though held exposures to the sector through the barrel company TFF Group and LVMH’s sprits/champagne business via Christian Dior.”
Christian Dior
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