
What smart money is saying about Fresenius Medical Care
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.
Get an email when a fund buys, sells or pitches it
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).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 1 | 0 |
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
- ExitedBroyhill AMMarch 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.
View plans→Share this ledger