What smart money is saying about Mondi
MNP.JO
No fund has written a full thesis on Mondi in our archive, but 1 fund letter reports a position in it, most recently Aylett SA Equity Prescient Fund in September 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Mondi on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- September 2026
“MONDI European paper and packaging is in the midst of a brutal downcycle. Three years of oversupply have pushed prices below cash cost for a large part of the industry, and many mills are losing money on every tonne they make. Mondi is a low-cost European producer in its two key grades, virgin containerboard and kraft paper, and continues to generate cash at the bottom of the cycle while higher-cost rivals lose money.”
Mondi
Read the letters behind these Mondi positions
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