What smart money is saying about On the Beach
OTB.L
No fund has written a full thesis on On the Beach in our archive, but 2 fund letters report a position in it — most recently Artemis UK Smaller Companies Fund in March 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in On the Beach on record in the archive was reported in Q1 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- March 2026
“Some of the fund's consumer-facing stocks were also weak (for example MJ Gleeson and On the Beach).”
On the Beach - March 2026
“Online travel agent On The Beach reported a slowdown in bookings for its holidays to destinations such as Turkey, Cyprus and Egypt due to the conflict in the Middle East.”
On the Beach
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