What smart money is saying about Jardine Matheson
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No fund has written a full thesis on Jardine Matheson in our archive, but 2 fund letters report a position in it — most recently Packer & Co Investigator Trust in June 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Jardine Matheson, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsPacker & Co Investigator TrustJune 2026
Listed in Packer & Co Investigator Trust’s reported holdings.
Read the letterJardine Matheson - HoldsThird Avenue Real Estate Value FundMarch 2026
“The primary contributors to performance during the period included the Fund’s industrial real estate and logistics holdings (Prologis, WESCO International, and First Industrial) and certain Asian-based investments (CK Asset Holdings and Jardine Matheson Holdings).”
Read the letterJardine Matheson
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