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What smart money is saying about Derichebourg

DBG.PA

No fund has written a full thesis on Derichebourg in our archive, but 2 fund letters report a position in it, most recently Malborough Marlborough Global High Yield Fund in October 2026.

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2
Reported positions
2
Bought
0
Sold
2
Letters

Position history

Between Q3 2026 and Q4 2026, 2 fund letters reported a position in Derichebourg, with 2 buys (opened or added).

Fund letters reporting a position in Derichebourg, by quarter
QuarterLettersBoughtSoldTheses
Q4 20261100
Q3 20261100

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions · 2 moves

  • “• European New Issues (DBGFP, GCLIM): Derichebourg is a French Waste Management company. Guala Closures is a packaging name with a strong market position.”
    Derichebourg
  • New positionDNCA Invest Eurose
    September 2026
    “Sveafastigheter, CTP and Interparking in August; then Softbank, Avolta, La Banque Postale, Lagardère, Volkswagen Bank, Hella, Derichebourg, SPIE and RCI Banque in September.”
    Derichebourg

Read the letters behind these Derichebourg 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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