What smart money is saying about Next PLC
NXT.L
No fund has written a full thesis on Next PLC in our archive, but 2 fund letters report a position in it — most recently Polaris Capital Management Global Equity Composite in June 2026.
Get an email when a fund writes about it
2
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Every position in Next PLC on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsPolaris Capital Management Global Equity CompositeJune 2026
“Consumer discretionary holdings landed in the middle of the pack, with Next PLC, Michelin and F&F Co. Ltd. posting double-digit gains. Next PLC rallied on a first-quarter trading beat and a profit upgrade that reinforced its standing as a UK retail bellwether.”
Next PLC - HoldsPolaris Capital Management International Equity CompositeJune 2026
“Consumer discretionary holdings landed in the middle of the pack, with Next PLC, Michelin and F&F Co. Ltd. posting double-digit gains.”
Next PLC
Also mentioned · 1
These funds discuss Next PLC — as a competitor, benchmark or comparable — without disclosing a position in it.
- May 2026
“Scale Economy Shared models ▪ Amazon, TSMC, BYD, PDD, Next, JDW”
Next PLC
Read the letters behind these Next PLC 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.
View plans→Share this ledger