What smart money is saying about FLSmidth & Co A/S
FLS.CO
No fund has written a full thesis on FLSmidth & Co A/S in our archive, but 2 fund letters report a position in it — most recently Ennismore Global Smaller Companies Fund in August 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in FLSmidth & Co A/S on record in the archive was reported in Q3 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- August 2026
“The GBP A share class NAV rose 4.6% in August, with the long book adding 6.5% and the short book costing 1.0%. The long book was boosted by strong half-year updates from Saramin, Freee, FLSmidth and BBB Foods.”
FLSmidth & Co A/S - August 2026
“The Fund returned 4.0% in August, with the long book contributing 4.2% and the short book costing 0.1%. Names benefited across our long book from early signs of a broader European cyclical recovery, as well as strong individual performances from long positions in Lectra SA, adding 30bps as it continued its rally from the previous month, and FLSmidth & Co A/S, adding 25bps as it reported Q2 results ahead of market expectations.”
FLSmidth & Co A/S
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