What smart money is saying about Travis Perkins
1 fund in our archive has pitched Travis Perkins — most recently Jupiter UK Dynamic Equity Fund in June 2026.
Travis Perkins plc engages in distribution of building material products in the United Kingdom. It operates through Merchanting and Toolstation segments. The company offers tools and building supplies. It also distributes pipeline, insulation, and interior building products; provides managed and hire services; designs and supplies kitchen offer under the Benchmarx; and commercial and industrial heating and cooling solutions. In addition, the company provides specialist civils and drainage solutions; and air-conditioning, refrigeration products, and heat pumps, as well as installation materials. Further, it provides kitchens and joinery products, as well as repair and maintenance management services for social housing landlords. The company markets its products under Travis Perkins, Toolstation, BSS, Keyline, CCF, and TF Solution brands. It sells its products through branches and distribution centres. Travis Perkins plc was founded in 1797 and is headquartered in Northampton, the United Kingdom.
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Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Travis Perkins — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- AddedJupiter UK Dynamic Equity FundJune 2026
“Positions in Burberry, Marks & Spencer, Renishaw, Travis Perkins, RS Group, Watches of Switzerland, Premier Foods and Victrex were increased, and in some cases, materially.”
Travis Perkins - HoldsJupiter AMSeptember 2025
“For this Fund, the main exposures to the UK economy and interest rate environment are from high conviction transformation stocks LandSec, Travis Perkins and Crest Nicholson.”
Travis Perkins
Fund coverage · 1 thesis
- Jupiter UK Dynamic Equity FundJune 2026
Travis Perkins offers structural growth and margin expansion through Toolstation, plus turnaround optionality and undervalued assets.
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