What smart money is saying about Pepkor
PPH.JO
No fund has written a full thesis on Pepkor in our archive, but 2 fund letters report a position in it, most recently Steyn Capital Equity Prescient Fund in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Pepkor, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 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
- HoldsSteyn Capital Equity Prescient FundSeptember 2026
“Other detractors included our holdings in Naspers and Prosus, which declined alongside their stake in Tencent, as well as holdings in Pepkor and Astral, which declined alongside the SA Consumer sector broadly.”
Pepkor - HoldsTruffle Asset Management Fund RangeJune 2026
“G: Remuneration remains a top theme When engaging Pepkor we questioned incentive/return misalignment relating to the offshore expansion while at Astral the concerns were raised around insufficient disclosure of individual performance targets.”
Pepkor
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