What smart money is saying about Spectrum Brands Holdings
SPB
No fund has written a full thesis on Spectrum Brands Holdings in our archive, but 3 fund letters report a position in it, most recently Greenlight Capital in September 2026.
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3
Reported positions
2
Bought
1
Sold
3
Letters
Position history
Between Q3 2025 and Q3 2026, 3 fund letters reported a position in Spectrum Brands Holdings, with 2 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q3 2025 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 3 moves
- ExitedGreenlight CapitalSeptember 2026
“Spectrum Brands Holdings: Our thesis played out as organic growth resumed and the company moved to monetize its underperforming Home & Personal Care (HPC) segment.”
Spectrum Brands Holdings - June 2026
“We added to our existing positions in auto parts retailer Advance Auto Parts, consumer products company Spectrum Brands, and health insurer and retail pharmacy operator CVS Health on valuation.”
Spectrum Brands Holdings - September 2025
“In the quarter, we also added to consumer products company Spectrum Brands, and smartphone component supplier Skyworks Solutions, on valuation.”
Spectrum Brands Holdings
Read the letters behind these Spectrum Brands Holdings positions
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