What smart money is saying about Renishaw
RSW.L
No fund has written a full thesis on Renishaw in our archive, but 7 fund letters report a position in it — most recently Liontrust Special Situations Fund in July 2026.
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7
Reported positions
1
Bought
2
Sold
7
Letters
Position history
Between Q2 2026 and Q3 2026, 7 fund letters reported a position in Renishaw — 1 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 6 | 1 | 2 | 0 |
Fund activity · 7 positions · 3 moves
- July 2026
Listed in Liontrust Special Situations Fund’s reported holdings.
Renishaw - AddedJupiter UK Dynamic Equity FundJune 2026
“Positions in Burberry, Marks & Spencer, Renishaw, Travis Perkins, RS Group, Watches of Switzerland, Premier Foods and Victrex were increased, and in some cases, materially.”
Renishaw - June 2026
“Returning to the positive contributors, long-term holding Renishaw (+45%) – the manufacturer of high-tech precision measuring and calibration equipment – has seen particularly strong recent demand from customers in semiconductor, electronics and aerospace/defence sectors.”
Renishaw - June 2026
“Renishaw (+45%) – Strong demand from semiconductor customers, and good progress on its cost savings programme, led to Renishaw further upgrading its 2026 forecasts for revenues and profits during the quarter.”
Renishaw - ExitedLiontrust Income FundJune 2026
“We exited our positions in Trainline due to higher conviction in other technology-focused names, and in AJ Bell, Renishaw, Segro and Diploma due to valuation discipline.”
Renishaw - ExitedLiontrust UK Equity FundJune 2026
“We exited our positions in Trainline due to higher conviction in other technology-focused names, and in Renishaw and Diploma due to valuation discipline.”
Renishaw - June 2026
“Returning to the positive contributors, long-term holding Renishaw (+45%), the manufacturer of high-tech precision measuring and calibration equipment, has seen particularly strong recent demand from customers in semiconductor, electronics and aerospace/defence sectors.”
Renishaw
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