What smart money is saying about Scanfil
SCANFL.HE
No fund has written a full thesis on Scanfil in our archive, but 1 fund letter reports a position in it — most recently Malborough European Special Situations in October 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Scanfil on record in the archive was reported in Q4 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- October 2026
“The strongest contributors for the fund over the month were Swiss composite material supplier Gurit (raised sales outlook on recovering wind turbine demand), Spanish supermarket group DIA (continues to gain market share as turnaround bears fruit), Finnish outsourced manufacturer Scanfil (increased long-term financial targets at investor event), French automotive parts supplier Delfingen (margins improved despite soft demand outlook) and Danish hearing aid manufacturer Demant (end markets appear to be more resilient than previously feared).”
Scanfil
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