What smart money is saying about Shaftesbury Capital PLC
No fund has written a full thesis on Shaftesbury Capital PLC in our archive, but 4 fund letters report a position in it — most recently Liontrust UK Listed Smaller Companies Fund in September 2026.
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Fund signal · last 12 months
4 lettersToo few moves on Shaftesbury Capital PLC yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Every position in Shaftesbury Capital PLC on record in the archive was reported in Q3 2026, across 4 fund letters, with 3 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 4 | 3 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 3 moves
- September 2026
“● Asset Backed: Property and real estate, where recent rises in bond yields have created attractive valuation opportunities – International Workplace and Shaftesbury Capital.”
Shaftesbury Capital PLC - New positionRoyal London AM UK Equity FundSeptember 2026
“Proceeds were primarily used to initiate positions in several UK mid-cap stocks including Shaftesbury, Cranswick, Coats, Clarkson, IG Group and Grainger.”
Shaftesbury Capital PLC - New positionRoyal London AM UK Dividend Growth FundSeptember 2026
“The main activity during the quarter involved responding to M&A activity and recycling the proceeds into new positions. We exited holdings in Bodycote, DCC, Segro and Rotork following recommended takeover bids, while also disposing of the holdings in Bunzl and Sage Group following strong share price recoveries. Proceeds were predominately used to fund a new holding in global catering group Compass, as well as build new positions in Porvair, Genus, Howden Joinery, RS Group, Shaftesbury Capital and St James’s Place.”
Shaftesbury Capital PLC - New positionRoyal London AM UK Growth TrustSeptember 2026
“The main activity during the quarter involved responding to M&A activity and recycling the proceeds into new positions. We exited holdings in Segro and Mitie following recommended takeover bids, while also disposing of the holding in Tesco in light of a more competitive environment for UK food retail. Elsewhere, we continued to reduce holdings in domestic banks NatWest and Lloyds where we believe the shares to be more fairly valued. Proceeds were predominately used to increase Reckitt Benckiser and Rightmove, as well as initiate new positions in Coats, Cranswick, IG Group, Shaftesbury Capital and Volex.”
Shaftesbury Capital PLC
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