What smart money is saying about Scully Royalty
SRL
No fund has written a full thesis on Scully Royalty in our archive, but 2 fund letters report a position in it, most recently Kingdom Capital Advisors KCA Value Composite in September 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Scully Royalty, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 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 · 2 positions · 1 move
- September 2026
“Our top contributors this quarter were Core Natural Resources (CNR) and Scully Royalty (SRL).”
Scully Royalty - June 2026
“We began building a position in Scully Royalty (SRL) earlier this year after an activist group took over management.”
Scully Royalty
Read the letters behind these Scully Royalty positions
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