What smart money is saying about Iliad
ILD.PA
No fund has written a full thesis on Iliad in our archive, but 1 fund letter reports a position in it — most recently Liontrust Strategic Bond Fund in June 2026.
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1
Reported positions
0
Bought
1
Sold
3
Letters
Position history
Every position in Iliad on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- June 2026
“For example, we have sold telecom Iliad, healthcare issuer Kedron, and auto parts manufacturer Forvia.”
Read the letterIliad
Also mentioned · 2
These funds discuss Iliad — as a competitor, benchmark or comparable — without disclosing a position in it.
- July 2026
“Telecoms tell a similar story. Vodafone gave up on Italy and sold its business to Swisscom's Fastweb; the two have since merged into a single company. Vodafone's UK tie-up with Three created the country's largest mobile operator. Poste Italiane has a live €10.8bn bid for Telecom Italia. In France, Orange, Bouygues and Iliad have signed an agreement to jointly acquire SFR for €20.35bn, splitting it between them.”
Read the letterIliad - MentionedGuinness European Equity Income FundJuly 2026
“Telecoms tell a similar story. Vodafone gave up on Italy and sold its business to Swisscom's Fastweb; the two have since merged into a single company. Vodafone's UK tie-up with Three created the country's largest mobile operator. Poste Italiane has a live €10.8bn bid for Telecom Italia. In France, Orange, Bouygues and Iliad have signed an agreement to jointly acquire SFR for €20.35bn, splitting it between them.”
Read the letterIliad
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