What smart money is saying about Dunelm
DNLM.L
No fund has written a full thesis on Dunelm in our archive, but 2 fund letters report a position in it — most recently Jupiter UK Dynamic Equity Fund in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Dunelm — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- New positionJupiter UK Dynamic Equity FundJune 2026
“Some other small positions were introduced in response to attractive valuations and early evidence of strategic initiatives starting to take place. These businesses have a UK consumer flavour: Dunelm, Berkely Group and B&M European Value Retail.”
Dunelm - HoldsCastlebay IPSeptember 2025
“Domino’s Pizza Group, NEXT and Dunelm demonstrate the same principle in retail.”
Dunelm
Read the letters behind these Dunelm positions
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