What smart money is saying about SAF-Holland SE
1 fund in our archive has pitched SAF-Holland SE — most recently Ennismore European Smaller Companies Fund in December 2025.
SAF-Holland SE manufactures and supplies chassis-related assemblies and components for trailers, trucks, semi-trailers, and buses. The company offers axle and suspension systems, fifth wheels, coupling systems, kingpins, and landing gears, as well as ball races, braking and EBS systems, lighting systems, and disc brakes. It markets its products under the SAF, Holland, Neway, KLL, V.Orlandi, TrailerMaster, and York brands. The company serves original equipment manufacturers. It primarily operates in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. The company was founded in 1881 and is headquartered in Bessenbach, Germany.
Fund coverage · 1 thesis
- Ennismore European Smaller Companies FundDecember 2025
SAF-Holland is a top-two trucking components player with resilient aftermarket profits and significant upside from a low-cycle valuation.
Read the full thesis
Read every full thesis on SAF-Holland SE
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→