What smart money is saying about Orion S.A.
OEC
No fund has written a full thesis on Orion S.A. in our archive, but 2 fund letters report a position in it, most recently Brown Advisory U.S. Small-Cap Blend UCITS Fund in March 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q3 2025 and Q1 2026, 2 fund letters reported a position in Orion S.A., with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 1 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- March 2026
“Hg Capital agreed to acquire OneStream, Inc. (OS) for a ~30% premium to where it was trading prior to the news. Orion S.A. (OEC) announced that its results continue to deteriorate which would result in significant leverage. We exited our investment after the announcement.”
Orion S.A. - September 2025
“Materials continues to be a source of underperformance for the strategy, as companies such as Orion SA (OEC) and Eagle Materials (EXP), with exposure to the broader economy continue to report challenging or deteriorating business conditions.”
Orion S.A.
Read the letters behind these Orion S.A. positions
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