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What smart money is saying about Stadler Rail AG

SRAIL.SW

No fund has written a full thesis on Stadler Rail AG in our archive, but 2 fund letters report a position in it, most recently Miralta Asset Management in September 2026.

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2
Reported positions
0
Bought
1
Sold
2
Letters

Position history

Every position in Stadler Rail AG on record in the archive was reported in Q3 2026, across 2 fund letters, with 1 sell (trimmed or exited).

Fund letters reporting a position in Stadler Rail AG, by quarter
QuarterLettersBoughtSoldTheses
Q3 20262010

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions · 1 move

  • HoldsMiralta Asset Management
    September 2026
    “The main contributors to the quarter's return were the industrial theme (+106 bp) and the options strategy, which, in addition to the premiums collected, contributed a realized result of +95 bp. They were followed by materials (+72 bp), tokenization (+56 bp), transport (+53 bp) and metals (+52 bp). By name, Stadler Rail, A.P. Møller-Maersk, Frontline, SAP and BitMine Immersion Technologies stood out.”
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    Stadler Rail AG
  • TrimmedValue-Holdings International AG
    September 2026
    “Stadler Rail recorded a strong price increase in the portfolio, triggered by the half-year figures presented on August 26. Revenue jumped in the first half of 2026 by 40% to around 2.0 billion Swiss francs, which is attributable to numerous vehicle deliveries and higher production output. EBIT rose from 36.9 to 79.5 million francs and thus more than doubled. The order backlog reached a new record value of 33.3 billion francs. The annual forecast of revenue of well over 5 billion francs with an EBIT margin of over 5% was confirmed; in the medium term, management is aiming for 6 to 8%. We use the strong price increase to carry out partial sales of the position.”
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    Stadler Rail AG

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