
What smart money is saying about MOVE Logistics Group Ltd
1 fund in our archive has pitched MOVE Logistics Group Ltd — most recently NAOS Asset Management Listed Investment Companies (NAC, NCC and NSC) in September 2026.
MOVE Logistics Group Limited, together with its subsidiaries, engages in freight and logistics businesses in New Zealand. It operates through International, Specialist, Freight and Fuel, and Warehousing segments. The company offers freight services, including less than truck load, full truck load, and full container load; metro services, such as hi cube vans, small metro trucks, truck and trailers, flat decks, and B-trains; and specialized equipment comprising tipper trucks, hiab cranes trucks, flat deck trucks, water tankers, iso tanks, bulk liquid cartage, and light vehicle transport. It also provides warehousing services, such as pick and pack, as well as bulk storage options comprising racked, block stacking, and container storage; various services, including heavy machinery installation and extractions, project cargo, wind and energy sector movements, and out-of-gauge transport; moving machinery services, such as extraction, installation, and specialised transportation of pre-cast concrete panels and over-dimensional cargo; and moving and lifting of heavy power generators and transformers, install heavy machinery, and transport large wind turbine components. In addition, the company is involved in the provision of break bulk services; wine transport and logistics; collection of grapes, collection and storage of bottled wine, and deliver; transport large pieces of project cargo; transport of fuels; and shipping of ISO tank containers of liquid chemicals, oils, and non-food grade liquids. Further, it engages in asset leasing and non trading activities; operates as a transport, international freight forwarder, and shipping agent; and warehousing and distribution businesses. The company was founded in 1869 and is headquartered in New Plymouth, New Zealand.
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Position history
Every position in MOVE Logistics Group Ltd 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 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- HoldsNAOS Asset Management Listed Investment Companies (NAC, NCC and NSC)September 2026
“Coming out of the FY26 reporting season, our conviction in the value of our investment portfolio has only strengthened, driven in large part by the excellent earnings growth we saw from some of our largest investments such as MaxiPARTS Ltd (ASX: MXI), SomnoMed Ltd (ASX: SOM) and Comms Group Ltd (ASX: CCG). Several other investments also made significant progress, with a closer examination revealing considerably stronger underlying performance despite one-off factors weighing on their reported profits. As a result, investments such as MOVe Logistics Group Ltd (ASX/NZX: MOV), XRF Scientific Ltd (ASX: XRF), Saunders International Ltd (ASX: SND) and Big River Industries Ltd(ASX: BRI) are shaping up for significant year-on-year profit improvement in FY27. It is also worth commenting on the outlook for Firmus.”
MOVE Logistics Group Ltd
Fund coverage · 1 thesis
- NAOS Asset Management Listed Investment Companies (NAC, NCC and NSC)September 2026
MOVE Logistics has completed its turnaround, generating underlying profit at a very low P/E with margin expansion and interest savings as further upside.
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