What smart money is saying about S4 Capital plc
SFOR.L
No fund has written a full thesis on S4 Capital plc in our archive, but 2 fund letters report a position in it — most recently Third Avenue Value Fund in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in S4 Capital plc, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“Lastly, S4 Capital has made several improvements to its cost structure and working capital management in recent quarters, strengthening both its balance sheet and its cash flow.”
S4 Capital plc - December 2025
“In spite of the Fund’s positive performance in the fourth quarter and full-year 2025, not every investment contributed INSTITUTIONAL: TAVFX | INVESTOR: TVFVX | Z: TAVZX www.thirdave.com | 3 VALUE FUND Q4 2025 positively, which is virtually always the case. During the quarter, Tidewater, Interfor, JEOL, S4 Capital and Harbour Energy produced the five largest negative contributions to performance.”
S4 Capital plc
Read the letters behind these S4 Capital plc positions
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