What smart money is saying about Michelin
ML.PA
No fund has written a full thesis on Michelin in our archive, but 1 fund letter reports a position in it — most recently BA Beutel Goodman World Value Fund in March 2026.
1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Michelin on record in the archive was reported in Q1 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- March 2026
“We added to our existing positions in Euronext, Michelin, Carlsberg, NetApp, Elevance, Qualcomm and Wells Fargo.”
Read the letterMichelin
Read the letters behind these Michelin positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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