What smart money is saying about Munters
MTRS.ST
No fund has written a full thesis on Munters in our archive, but 1 fund letter reports a position in it, most recently Polen Capital International Small Cap Equity in June 2026.
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1
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Munters on record in the archive was reported in Q2 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 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 · 1 move
- June 2026
“During the quarter, we initiated positions in Asta Energy Solutions, Morinaga Milk Industry, Tokyo Tatemono, TBS Holdings, and Bird Construction, while exiting positions in Sojitz Corporation, Rakuten Bank, Nippon Television Holdings, and Munters Group.”
Munters
Also mentioned · 1
These funds discuss Munters as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedGoodhart Partners European FundSeptember 2026
“To pick on a few European mid-caps: Aalberts has its semiconductor systems business, Huber+Suhner sells the fibre connectivity, Munters does data-centre cooling (it booked a record SEK 2.1bn order recently), Prysmian signed a cable supply deal with Molex in July worth up to €5.5bn, and Siemens took nearly €6bn of data-centre orders in the first nine months of its fiscal year, more than double the year before.”
Munters
Read the letters behind these Munters positions
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