What smart money is saying about Strabag

Position history

Every position in Strabag on record in the archive was reported in Q3 2026, across 2 fund letters, with 2 buys (opened or added).

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

Fund activity · 2 positions · 2 moves

• AddedMoneta Micro Entreprises

  September 2026

  “Strabag (+0.5%) was sought after following the announcement of new financial targets at its CMD.”

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  Strabag
• New positionMoneta Multi Caps

  September 2026

  “The top 15 lines represent 44% of the portfolio at the end of September 2026 Lines % of fund fund Start date of line of line Cap. end of quarter (millions €) Category VIDA* rating (ratings from 0 to 5) UCB 3.8% Jan. 2024 > 5000 Belgium / Large 4.0 TOTALENERGIES 3.7% March 2006 > 5000 France / Large 2.9 SCHNEIDER 3.5% Nov. 2013 > 5000 France / Large 3.6 DSV 3.3% Dec. 2023 > 5000 Denmark / Large 3.4 LEGRAND 3.3% Aug. 2016 > 5000 France / Large 3.9 AYVENS 3.2% June 2017 > 5000 France / Mid 3.3 SAFRAN 3.0% Nov. 2016 > 5000 France / Large 3.0 LVMH 2.8% Jan. 2019 > 5000 France / Large 2.7 ALTEN 2.6% June 2013 1000 < 5000 France / Mid 3.0 AIRBUS 2.5% Nov. 2011 > 5000 France / Large 2.9 SOCIETE GENERALE 2.4% March 2008 > 5000 France / Large 3.0 STRABAG 2.4% Jan. 2026 > 5000 Austria / Mid 2.5 EUROBANK 2.4% March 2026 > 5000 Greece / Large 3.4 BAM GROEP 2.4% Jan. 2025 1000 < 5000 Netherlands / Mid 3.3 ELIS 2.4% July 2020 > 5000 France / Mid 3.6 *Moneta VIDA (for Valuation of Business Sustainability Indicators) proprietary ESG rating system, ranging from 0 (very bad) to 5 (very good). Among the movements this quarter within the top 15 lines, we note the entries of TotalEnergies, Legrand, Alten, Strabag and the exits of Danone, Compagnie de l'Odet, Peugeot Invest and STMicroelectronics:”

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  Strabag