
What smart money is saying about Spectrum Brands
SPB
No fund has written a full thesis on Spectrum Brands in our archive, but 1 fund letter reports a position in it — most recently Pzena IM Global Best Ideas in June 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Spectrum Brands on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- 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
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