What smart money is saying about Manchester United
MANU
No fund has written a full thesis on Manchester United in our archive, but 3 fund letters report a position in it — most recently WS Lindsell Train UK Equity Fund in July 2026.
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3
Reported positions
0
Bought
0
Sold
4
Letters
Position history
Between Q4 2025 and Q3 2026, 3 fund letters reported a position in Manchester United, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions
- July 2026
“The top three absolute detractors were Celtic, Manchester United and Games Workshop.”
Manchester United - June 2026
“Loomis AB (3.1% of net assets as of June 30, 2026) (LOOMIS – $49.01 / SEK 475.20 – Stockholm Exchange), headquartered in Stockholm, Sweden, is a global Cash-in-Transit/Cash Management Services player with No. 1 or No. 2 positions in all markets it operates in. The company is a strong operator driving steady earnings growth from volume growth, operational efficiency, and mix. With the ability to pass on inflation driven price increases, the company is well placed to navigate potential oil price inflation from the Iran War. In addition, they have several growth levers including recent acquisitions in Latin America, pharma logistics and higher precious metal prices. Coupled with strong cash generation and inexpensive shares, we see scope for attractive shareholder returns in the medium term. Manchester United plc (1.5%) (MANU – $22.93 – NYSE) is among the world’s most prominent sports and entertainment brands, with a global reach that extends far beyond soccer.”
Manchester United - October 2025
“As of June 30, 2025, affiliates of GAMCO Investors, Inc. beneficially owned 1.36% of Manchester United Class A Shares and less than 1% of all other companies mentioned in this report.”
Manchester United
Also mentioned · 1
These funds discuss Manchester United — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedLindsell Train UK Equity FundAugust 2026
“The top three absolute contributors to the Fund’s performance in August were Sage, Experian and Rightmove, and the top three absolute detractors were Burberry, Celtic and Manchester United.”
Manchester United
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