What smart money is saying about Pennon
PNN.L
No fund has written a full thesis on Pennon in our archive, but 2 fund letters report a position in it — most recently ClearBridge Investments Global Infrastructure Income Strategy in June 2026.
2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in Pennon on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- HoldsClearBridge Investments Global Infrastructure Income StrategyJune 2026
“U.S. renewables company Clearway Energy and U.K. water company Pennon were the largest detractors for the quarter.”
Read the letterPennon - New positionRoyal London AM UK Mid Cap Growth FundJune 2026
“Consequently, the holdings in IMI, Future, and Marshalls were sold, while positions in Aberdeen Group, Pennon, Mondi, and Vesuvius were initiated.”
Read the letterPennon
Read the letters behind these Pennon 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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