
What smart money is saying about Ferrari Group
1 fund in our archive has pitched Ferrari Group — most recently Equam Global Value Fund in September 2026.
Ferrari Group PLC provides shipping, integrated logistics, and value-added services for jewelry and precious goods in Europe, Asia, North America, Brazil, and internationally. The company offers freight forwarding, ground transportation, and security services; VAT identification services for non-residents; custom solutions and security services for jewelry and watches exhibitions, and trade shows; warehousing services comprising inventory, assembling, and packing services; and tax, hand carry, white gloves, red carpet, and private shopping experience services, as well as on-location services for filming and photo shootings. It also provides packaging, handling, storage, and insurance solutions for artworks; quality control services, including jewelry checks and general/functional checks for watches; after-sales services; and hallmarking services. The company was founded in 1959 and is headquartered in London, the United Kingdom. Ferrari Group PLC operates as a subsidiary of Deiana Holding Limited.
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Position history
Every position in Ferrari Group on record in the archive was reported in Q3 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionEquam Global Value FundSeptember 2026
“New Investments: Ferrari Group. This quarter, we have invested in Ferrari Group, the global leader in high-security logistics for jewelry, luxury watches, diamonds, and precious metals, which has no connection to the car manufacturer.”
Ferrari Group
Fund coverage · 1 thesis
- Equam Global Value FundSeptember 2026
Ferrari Group is a global leader in asset-light high-security logistics for luxury valuables with strong pricing power, high ROCE, net cash, and an attractive valuation after a temporary margin dip.
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