What smart money is saying about Daikin Industries, Ltd.
DKILY
No fund has written a full thesis on Daikin Industries, Ltd. in our archive, but 1 fund letter reports a position in it — most recently Nuance Investments Concentrated Value Strategy in June 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Daikin Industries, Ltd. on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- June 2026
“Stocks We Eliminated from Your Portfolio (Second Quarter 2026): Calavo Growers, Inc. (CVGW): CVGW is a leading distributor of avocados in the U.S. We exited the position due to the company being acquired by Mission Produce, Inc. (AVO). Daikin Industries, Ltd. (DKILY): DKILY is the world’s largest manufacturer of air conditioning equipment and supplies with leading market share positions across most of its geographical segments. Following outperformance in the stock, we exited our position in favor of better risk reward opportunities elsewhere.”
Daikin Industries, Ltd.
Read the letters behind these Daikin Industries, Ltd. positions
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