What smart money is saying about Porvair
PRV.L
No fund has written a full thesis on Porvair in our archive, but 2 fund letters report a position in it — most recently Royal London AM UK Dividend Growth Fund in September 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in Porvair, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q4 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
- New positionRoyal London AM UK Dividend Growth FundSeptember 2026
“The main activity during the quarter involved responding to M&A activity and recycling the proceeds into new positions. We exited holdings in Bodycote, DCC, Segro and Rotork following recommended takeover bids, while also disposing of the holdings in Bunzl and Sage Group following strong share price recoveries. Proceeds were predominately used to fund a new holding in global catering group Compass, as well as build new positions in Porvair, Genus, Howden Joinery, RS Group, Shaftesbury Capital and St James’s Place.”
Porvair - December 2025
Listed in Royal London UK Smaller Companies Fund’s reported holdings.
Porvair
Read the letters behind these Porvair positions
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