What smart money is saying about Persimmon
1 fund in our archive has pitched Persimmon — most recently Liontrust UK Equity Fund in September 2026.
Persimmon Plc, together with its subsidiaries, operates as a house builder in the United Kingdom. The company offers family housing under the Persimmon Homes brand name; housing under the Charles Church brand name; and social housing under the Westbury Partnerships brand name. It also provides broadband services under the FibreNest brand; and timber frame, insulated wall panels, and roof cassettes under the Space4 brand. In addition, the company offers concrete bricks under the Brickworks brand; and concrete roof tile under the Tileworks brand. Persimmon Plc was founded in 1972 and is headquartered in York, the United Kingdom.
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Position history
Between Q4 2025 and Q3 2026, 3 fund letters reported a position in Persimmon — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 2 | 0 | 1 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions · 2 moves
- New positionLiontrust Income FundSeptember 2026
“During the quarter we initiated new positions in Bellway, Persimmon, British American Tobacco (‘BATS’) and Aviva.”
Persimmon - New positionLiontrust UK Equity FundSeptember 2026
“Trading activity During the quarter we initiated new positions in Bellway, Persimmon, British American Tobacco (‘BATS’) and Aviva.”
Persimmon - December 2025
“Performance commentary The fund lagged the benchmark in the fourth quarter, but outperformed the peer group average, placing in the second quartile. Positive contributors to performance included Standard Chartered which performed strongly amid the ongoing recovery in Asian markets. UK housebuilder Persimmon and retailer Next both also outperformed, following better-than- expected results.”
Persimmon
Fund coverage · 1 thesis
- Liontrust UK Equity FundSeptember 2026
Persimmon is a large UK housebuilder positioned to grow profits and free cash flow from current levels, with exposure to first-time buyers and potential government stimulus.
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