What smart money is saying about Pinewood Technologies Group plc
PINE.L
No fund has written a full thesis on Pinewood Technologies Group plc in our archive, but 2 fund letters report a position in it — most recently Goodhart Global Smaller Companies Fund in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Pinewood Technologies Group plc on record in the archive was reported in Q3 2026, across 2 fund letters, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 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 · 2 moves
- September 2026
“What we did in the quarter We added seven new holdings – 3 serial industrial acquirers with MSD organic growth, DD contribution to growth from M&A, margin expansion, attractive returns and acquiring at 3-6x EBIT multiples. 2 undervalued defence related companies with 20%+ growth, a unique product and valuations that significantly undervalue the quality and growth profile. 1 UK software business with attractive growth, FCF and which is really a US business (just at a much lower multiple because of its listing geography). Finally, a very exciting Japanese software company in a specific niche, growing 20% pa, with M&A consolidation potential and really leaning into their flywheel. Added to several of the businesses the market had sold indiscriminately around AI and which I believe will likely be AI beneficiaries, crucially around the application layer rather than the picks and shovels semi space. This is where all the money was made from the dotcom boom (Netflix, Spotify, Amazon, Meta etc) and I expect the same here. Notable sells - Angi, Intermap and Lumine Group. After reassessing each moat against our AI framework (described in the next section). We sold GQG Partners because the investment thesis changed and my waypoints weren’t hit. We also sold Pinewood Technologies, which received a takeover bid.”
Pinewood Technologies Group plc - September 2026
“We also sold Pinewood Technologies, which received a takeover bid.”
Pinewood Technologies Group plc
Read the letters behind these Pinewood Technologies Group plc positions
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