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What smart money is saying about easyJetUnited Kingdom flag

EZJ.L

No fund has written a full thesis on easyJet in our archive, but 2 fund letters report a position in it — most recently Oldfield Partners Overstone Global Equity Fund in June 2026.

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2
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Between Q1 2026 and Q2 2026, 2 fund letters reported a position in easyJet, with no move described.

Fund letters reporting a position in easyJet, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q1 20261000

Fund activity · 2 positions

  • HoldsOldfield Partners Overstone Global Equity Fund
    June 2026
    easyJet was among the strongest contributors during the quarter, helped by the takeover approach from Castlelake, a US investment firm.
    Read the lettereasyJet
  • HoldsThird Avenue Value Fund
    March 2026
    Copper miner Capstone Copper contributed negatively, as did U.K. companies Close Brothers and easyJet.
    Read the lettereasyJet

Also mentioned · 1

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

  • MentionedRoyal London AM UK Mid Cap Growth Fund
    June 2026
    The period saw a continuation of corporate activity across several portfolio holdings, with bid approaches announced for easyJet, Tate & Lyle, Bodycote, and Gamma Communications.
    Read the lettereasyJet

Read the letters behind these easyJet 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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