What smart money is saying about Rentokil Initial
RTO
No fund has written a full thesis on Rentokil Initial in our archive, but 2 fund letters report a position in it — most recently Silver Beech in September 2025.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2025 and Q3 2025, 2 fund letters reported a position in Rentokil Initial, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsSilver BeechSeptember 2025
“Fund Holdings: Name Ticker Sector Description Energy Transfer ET Energy (Midstream) Leading owner of U.S. energy infrastructure assets that treat, transport, store, and export hydrocarbons. Fairfax Financial FFH Insurance (P&C) Holding company primarily comprised of property and casualty insurers and reinsurers. First Industrial FR Real Estate Industrial REIT owner, developer, and operator of 70M+ square feet of U.S.-only industrial logistics real estate. Flagship Communities MHC Real Estate Manufactured housing REIT owner and operator of 82 communities focused on midwestern and southern states. Goeasy GSY Credit Services Canadian consumer finance company focused on lending and leasing to non-prime consumers. Greenfire Resources GFR Energy (E&P) Small oil sands producer in Athabasca, Western Canada, with long-life, low-decline oil assets & attractive reserves. Plymouth Industrial PLYM Real Estate Industrial REIT owner, developer, and operator of 30M+ square feet of U.S.-only industrial logistics real estate. Rentokil Initial RTO Pest Services Leading U.S. provider of pest and hygiene services. Owner of Rentokil, Initial, and Terminix brands.”
Rentokil Initial - June 2025
“Another bottom contributor during the quarter was Rentokil Initial plc Sponsored ADR (RTO), a global leader in route based pest control and commercial hygiene services operating in 83 countries.”
Rentokil Initial
Read the letters behind these Rentokil Initial positions
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