
What smart money is saying about thyssenkrupp AG
1 fund in our archive has pitched thyssenkrupp AG — most recently Third Avenue Value Fund in June 2026.
thyssenkrupp AG, together with its subsidiaries, provides industrial and technology solutions and services in Germany and internationally. The company operates in five segments: Automotive Technology, Decarbon Technologies, Materials Services, Steel Europe, and Marine Systems. It offers axle assembly and logistics, body in white, camshafts and electric engine components, carValoo, dampers, dies, plant engineering for batteries and powertrain, prototypes, serial production, springs and stabilizers, steering, crankshafts and conrods, thermal management, and undercarriages, as well as systems, automation, and mechatronic solutions; and slewing bearings and rings, chemical plants, coke plant technologies, green ammonia, methanol, and hydrogen, high-pressure processing, refinery services and cement plants. The company also provides alloys, logistics services, industrial minerals, material services, nonferrous metals, plastics, and stainless steel; composite materials, cut-to-length sheet products, electrical and packaging steel, hot and precision steel strips, organic coated strips and sheets, and sheet and coated products; and naval services, surface vessels, and submarines. It serves automotive, chemicals, energy generation and distribution, food and beverages, white goods, aerospace, mechanical and plant engineering, oil and gas, shipbuilding, and special vehicles, as well as construction, infrastructure, and buildings industries. The company was founded in 1811 and is headquartered in Essen, Germany.
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Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in thyssenkrupp AG — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 1 | 0 | 1 |
Fund activity · 2 positions · 1 move
- September 2026
“Portfolio Highlights Notable positive contributors over the period were Preformed Line Products in the US and Thyssenkrupp in Germany.”
thyssenkrupp AG - New positionThird Avenue Value FundJune 2026
“During the quarter ending June 30, 2026, the Fund initiated a new position in thyssenkrupp AG.”
thyssenkrupp AG
Fund coverage · 1 thesis
- Third Avenue Value FundJune 2026
thyssenkrupp AG is a catalyst-rich restructuring story trading at a deep discount to NAV with upside from spin-offs and standalone value creation.
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