What smart money is saying about LNA Santé
LNA.PA
No fund has written a full thesis on LNA Santé in our archive, but 2 fund letters report a position in it — most recently Malborough European Special Situations in October 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q1 2026 and Q4 2026, 2 fund letters reported a position in LNA Santé, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- October 2026
“The largest detractors were French opinion panel provider Bilendi (concerns over slowing demand and weaker profitability after a subdued first half, particularly in France), French workplace safety equipment supplier Delta Plus (lower first-half profits and margins on weak end-market demand), French specialty chemicals company Baikowski (profits declined despite exposure to sectors like chipmaking, because orders take time to convert into sales), Greek consumer goods producer Sarantis (management highlighted cost pressures and growing uncertainty around full-year earnings) and French healthcare operator LNA Santé (two clinic renovations weighed on margins despite strong revenue growth).”
LNA Santé - HoldsPalm Harbour CapitalMarch 2026
“The fifth largest contributor was LNA Santé (+14.3% +46 bps), the French nursing home and healthcare facilities operator, which we introduced in our fourth quarter 2022 letter.”
LNA Santé
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