
What smart money is saying about Reckitt Benckiser Group plc
1 fund in our archive has pitched Reckitt Benckiser Group plc — most recently Broyhill Asset Management in December 2025.
Reckitt Benckiser Group plc manufactures and sells health, hygiene, and nutrition products in the United Kingdom, the United States, China, India, and internationally. The company offers acne treatment creams, facial washes, and cleansing pads; disinfection, hygiene, and first aid products; condoms, sex toys, and lubricants; heartburn and indigestion solutions; and cough and chest congestion, multi-symptom, and sinus remedies for adults and children under the Clearasil, Dettol, Durex, Gaviscon, and Mucinex brands. It also provides analgesics; sore throat medications; and hair removal products under the Nurofen, Strepsils, and Veet brands. In addition, the company offers fragrances and devices; water softeners; home cleaning products; dish washes; toilet cleaners; disinfectants; sprays, baits, and plug-ins for pest control; stain removals; fabric washing; and other hygiene products under the Air Wick, Calgon, Cillit Bang, Finish, Harpic, Lysol, Mortein, Vanish, and Woolite brands, as well as analgesics, adult nutrition products, iron-fortified hypoallergenic baby formula, products for joint issues, and infant and toddler nutrition products, as well as vitamins, minerals, and supplements under the Biofreeze, Airborne, Mead Johnson, Move Free, Enfamil, and Nutramigen brands. Further, it provides probiotics, sore throat pain relief products, Omega products, brain health support products, cleaning and carpet cleaning products, septic tank system treatment products, cough syrups, plant-based laundry products, probiotics, and lubricants under the Digestive Advantage, Cepacol, MegaRed, Neuriva, Easy-Off, RID-X, Delsym, Botanical Origin, Bodi-Ome, and K-Y brands. The company was founded in 1819 and is headquartered in Slough, the United Kingdom.
Position history
Between Q4 2025 and Q2 2026, 3 fund letters reported a position in Reckitt Benckiser Group plc — 3 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 3 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 3 moves
- New positionRoyal London AM UK Dividend Growth FundJune 2026
“Proceeds were used to establish new holdings in the consumer goods business Reckitt Benckiser and caterer Compass.”
Read the letterReckitt Benckiser Group plc - New positionRoyal London AM UK Income with Growth TrustJune 2026
“Proceeds were used to establish a new holding in the consumer goods business Reckitt Benckiser.”
Read the letterReckitt Benckiser Group plc - New positionRoyal London AM UK Equity Income FundJune 2026
“Proceeds were used to establish two new holdings, in the consumer goods business Reckitt Benckiser and the soft drinks manufacturer AG Barr, who are most well known for being the manufacturer of Irn Bru.”
Read the letterReckitt Benckiser Group plc
Also mentioned · 1
These funds discuss Reckitt Benckiser Group plc — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedGuinness Pan-European Equity Income FundJune 2026
“The main drivers of the drag were Consumer Staples falling out of favour and two continued market events: the April rumour that Danone is exploring a buyout of Reckitt’s Mead Johnson, and the recall of infant formula in Europe due to potential contamination with cereulide,”
Read the letterReckitt Benckiser Group plc
Fund coverage · 1 thesis
- Broyhill Asset ManagementDecember 2025
Reckitt Benckiser is a focused hygiene and health company trading at a discount with multiple catalysts and defensiveness.
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