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What smart money is saying about Semperit AG HoldingAustria flag

SEM.VI · Industrials · Specialty Industrial Machinery · Market cap $420M

1 fund in our archive has pitched Semperit AG Holding, most recently Value-Holdings International AG in September 2026.

Company profile

Semperit Aktiengesellschaft Holding develops, produces, and sells rubber and polymer products in Europe, America, Asia-Pacific, and Africa. It operates through two segments, Semperit Industrial Applications and Semperit Engineered Applications. The company provides hydraulic and industrial hoses; conveyor belts; escalator handrails; precision parts; profiles for windows, doors and facades, cable car rings, and ski foils; and products for railroad superstructures and toolmaking; and precision liquid silicone parts. It offers engineered solutions, elastomer, and sealing profiles. It serves agriculture, bulk transportation systems, construction, manufacturing, health care, mining and port facilities, shipping, packing, transportation, household, renewable energy and power generation, process, steel, and automotive industries. The company was founded in 1824 and is headquartered in Vienna, Austria.

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1
Reported positions
0
Bought
0
Sold
1
Letter

Position history

Every position in Semperit AG Holding on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.

Fund letters reporting a position in Semperit AG Holding, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position

  • HoldsValue-Holdings International AG
    September 2026

    Listed in Value-Holdings International AG’s reported holdings.

    Semperit AG Holding

Fund coverage · 1 thesis

  • Value-Holdings International AG
    September 2026

    Semperit demonstrated the scalability of its business model after years of cost and efficiency work, with first-half operating profit rising from 2.6 million to 41.7 million euros and free cash flow from 13.9 million to 30.4 million euros.

    Read the full thesis

Read every full thesis on Semperit AG Holding

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