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What smart money is saying about Laurent-PerrierFrance flag

LPE.PA · Consumer Defensive · Beverages - Wineries & Distilleries · Market cap $593M

1 fund in our archive has pitched Laurent-Perrier — most recently East 72 in December 2024.

Company profile

Laurent-Perrier S.A. produces and sells champagne wines. The company was founded in 1812 and is based in Tours-sur-Marne, France.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q4 2024 and Q2 2026, 1 fund letter reported a position in Laurent-Perrier, with no move described.

Fund letters reporting a position in Laurent-Perrier, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q4 20240001

Fund activity · 1 position

  • HoldsEast72 Dynasty Trust
    June 2026
    We continue to be patient with a small number of holdings where the securities trade at major discounts to intrinsic value but where board and management are executing well at both a business and capital allocation level. Put Avation PLC, Laurent Perrier and Compagnie de L’Odet in this category.
    Read the letterLaurent-Perrier

Fund coverage · 1 thesis

  • East 72
    December 2024

    Laurent Perrier is a sizable French champagne producer with a strong export focus

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