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What smart money is saying about Fresenius Medical CareUnited States flag

FMS

No fund has written a full thesis on Fresenius Medical Care in our archive, but 1 fund letter reports a position in it, most recently Broyhill AM in March 2026.

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1
Reported positions
0
Bought
1
Sold
1
Letter

Position history

Every position in Fresenius Medical Care on record in the archive was reported in Q1 2026, across 1 fund letter, with 1 sell (trimmed or exited).

Fund letters reporting a position in Fresenius Medical Care, by quarter
QuarterLettersBoughtSoldTheses
Q1 20261010

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position · 1 move

  • March 2026
    “In addition to Ball, noted previously, we liquidated profitable investments in Kenedy Wilson and Fresenius Medical Care, as the former agreed to a higher bid from CEO Bill McMorrow and Fairfax Financial, and proceeds from the latter were redeployed into more attractive opportunities.”
    Fresenius Medical Care

Read the letters behind these Fresenius Medical Care 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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