What smart money is saying about Sabre

Position history

Every position in Sabre on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.

Fund activity · 1 position · 1 move

• AddedBrandes IP Core Plus Fixed Income Fund

  June 2026

  “Sabre Global was the strongest performer in the Fund. Sabre is one of the world’s largest travel booking networks, connecting airlines, hotels, and travel agencies on a single platform. We initiated a position and subsequently added to the Fund’s exposure in the second half of 2025.”

  277 more words on why — unlock Brandes IP Core Plus Fixed Income Fund’s full comment
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  Sabre

Also mentioned · 1

These funds discuss Sabre — as a competitor, benchmark or comparable — without disclosing a position in it.

• MentionedTroy Asset Management Global Equity Strategy

  July 2026

  “• On GDS. The risk is credible, but the business has survived disintermediation threats for twenty years, with volumes proving highly resilient. Airlines operate in a competitive, low-margin, safety- obsessed industry and Amadeus’s corporate and international volumes, where GDS is concentrated, are some of the airlines’ most valuable customers. Airlines change distribution at the pace of the slowest, most risk-averse participant. On the other side of the network, Amadeus’s data are deeply embedded into the workflows and economics of travel agents and corporate travel management companies. AI does not displace their compliance frameworks and incentives. If agentic AI does emerge as a separate booking channel, Amadeus is better placed than heavily indebted rivals Sabre and Travelport to connect to it.”

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