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What smart money is saying about Compagnie de L’Odet

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No fund has written a full thesis on Compagnie de L’Odet in our archive, but 1 fund letter reports a position in it — most recently East72 Dynasty Trust in June 2026.

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1
Reported positions
0
Bought
0
Sold
1
Letter

Position history

Every position in Compagnie de L’Odet on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.

Fund letters reporting a position in Compagnie de L’Odet, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000

Fund activity · 1 position

  • HoldsEast72 Dynasty Trust
    June 2026
    “We continue to be patient with a small number of holdings where the securities trade at major discounts to intrinsic value but where board and management are executing well at both a business and capital allocation level. Put Avation PLC, Laurent Perrier and Compagnie de L’Odet in this category.”
    Read the letterCompagnie de L’Odet

Read the letters behind these Compagnie de L’Odet 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.

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