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What smart money is saying about Drax GroupUnited Kingdom flag

DRX.L

No fund has written a full thesis on Drax Group in our archive, but 3 fund letters report a position in it — most recently Royal London AM UK Income with Growth Trust in June 2026.

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3
Reported positions
3
Bought
0
Sold
4
Letters

Position history

Every position in Drax Group on record in the archive was reported in Q2 2026, across 3 fund letters — 3 opened or added to the position.

Fund letters reporting a position in Drax Group, by quarter
QuarterLettersBoughtSoldTheses
Q2 20263300

Fund activity · 3 positions · 3 moves

  • AddedRoyal London AM UK Income with Growth Trust
    June 2026
    “The holding in Drax, which we had reduced at higher share prices, was also added to.”
    Read the letterDrax Group
  • AddedRoyal London AM UK Dividend Growth Fund
    June 2026
    “The holding in Drax, which we had reduced at higher share prices, was also added to.”
    Read the letterDrax Group
  • AddedRoyal London AM UK Equity Income Fund
    June 2026
    “We also added to the holding in Drax, after we had reduced at higher share prices.”
    Read the letterDrax Group

Also mentioned · 1

These funds discuss Drax Group — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedAVI Worldwide Opportunities Fund (Asset Value Investors)
    June 2026
    “This eventually concluded with the board recommending an all-cash acquisition by UK strategic buyer, Drax Group.”
    Read the letterDrax Group

Read the letters behind these Drax Group 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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