What smart money is saying about Somero
SOM.L
No fund has written a full thesis on Somero in our archive, but 2 fund letters report a position in it — most recently Liontrust UK Recovery Fund in September 2026.
Get an email when a fund buys, sells or pitches it
2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Somero — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- September 2026
“The Fund’s key investment factors, namely Value, Recovery and Multi-Cap, were broadly supportive over the period, with performance benefiting in particular from the strength of the wider market. Key contributors included the outperformance of our smaller company holdings, underweights in AstraZeneca and British American Tobacco, and strong stock-specific returns from Hays, Everplay and Somero, all of which exceeded expectations.”
Somero - ExitedMayar CapitalJune 2026
“We exited three investments entirely: Somero, 4imprint and Dassault Systèmes as better opportunities for our capital became available.”
Somero
Read the letters behind these Somero positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger