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What smart money is saying about Recordati

REC.MI

No fund has written a full thesis on Recordati in our archive, but 2 fund letters report a position in it — most recently Guinness Pan-European Equity Income Fund in June 2026.

2
Reported positions
0
Bought
1
Sold
2
Letters

Fund activity · 2 positions · 1 move

  • ExitedGuinness Pan-European Equity Income Fund
    June 2026
    In May, we sold Recordati and purchased shares in Games Workshop.
    Read the letterRecordati
  • HoldsGuinness European Equity Income Fund
    June 2026

    Listed in Guinness European Equity Income Fund’s reported holdings.

    Read the letterRecordati

Read the letters behind these Recordati 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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