What smart money is saying about Enviri
NVRI
No fund has written a full thesis on Enviri in our archive, but 2 fund letters report a position in it — most recently Kingdom Capital Advisors KCA Value Composite in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q1 2026 and Q3 2026, 2 fund letters reported a position in Enviri, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“As always, we also maintain a basket of special situations we expect to perform in an uncorrelated fashion from the broader market. We expect Enviri (NVRI) to continue their efforts to clean up the remaining business after selling Clean Earth and think it’s worth double the current share price by 2028.”
Enviri - March 2026
“Finally, Enviri (NVRI) continues to progress toward the sale of its Clean Earth segment, which we expect will return a substantial portion of our invested capital in cash.”
Enviri
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