What smart money is saying about Solvay
SOLB.BR
No fund has written a full thesis on Solvay in our archive, but 1 fund letter reports a position in it, most recently Palm Harbour Capital in March 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Solvay on record in the archive was reported in Q1 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- ExitedPalm Harbour CapitalMarch 2026
“During the quarter we sold our position in Solvay, the soda ash producer, as we were concerned that ongoing expansion projects in Wyoming and China would mean more lower- cost capacity than Solvay’s European synthetic product at a time when slow automotive and construction markets are impacting demand.”
Solvay
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