What smart money is saying about Serica Energy
SQZ.L
No fund has written a full thesis on Serica Energy in our archive, but 2 fund letters report a position in it — most recently WS Amati UK Listed Smaller Companies Fund in March 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q3 2025 and Q1 2026, 2 fund letters reported a position in Serica Energy, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- March 2026
“We also saw strong results for 2025 accompanied by confident outlooks statements for the majority of companies in the fund. Unsurprisingly the largest positive contributions came from our natural resources stocks. North Sea oil and gas producer, Serica Energy, rose in line with the big increase in UK oil and gas prices, supported also by a growing realisation that the Government’s policy of dismantling the supply of hydrocarbons from the North Sea, will not reduce oil and gas demand in the UK, but will simply make the UK ever more reliant on higher carbon imports from abroad.”
Serica Energy - HoldsOldfield Partners Overstone UCITS Global Smaller Companies FundSeptember 2025
“Serica Energy announced the acquisition of the Prax Upstream assets for an initial consideration of $26m but with $100m of cash payments to Serica expected by the time of completion, effectively resulting in the company being paid to take on the assets.”
Serica Energy
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