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What smart money is saying about ChemringUnited Kingdom flag

CHG.L

No fund has written a full thesis on Chemring in our archive, but 2 fund letters report a position in it — most recently Massif Capital Real Assets Strategy in June 2026.

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2
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Every position in Chemring on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.

Fund letters reporting a position in Chemring, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262000

Fund activity · 2 positions

  • HoldsMassif Capital Real Assets Strategy
    June 2026

    Listed in Massif Capital Real Assets Strategy’s reported holdings.

    Read the letterChemring
  • HoldsArtisan Partners Non-U.S. Small-Mid Growth Strategy
    June 2026
    In contrast, we invested in UK-based Chemring, which has differentiated capabilities, particularly in propellants for explosives, as well as long-term contracts, strong margins and historic order book growth.
    Read the letterChemring

Read the letters behind these Chemring positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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