
What smart money is saying about Trigano S.A.
3 funds in our archive have pitched Trigano S.A. — most recently Overstone International Value Fund in December 2025.
Trigano S.A., together with its subsidiaries, designs, manufactures, markets, and sells leisure vehicles and trailers for individuals and professionals in Europe. The company operates through Leisure Vehicles and Leisure Equipment segments. It offers leisure vehicles, including caravans, motorhomes, and mobile homes; camping and garden equipment; tents; and baggage and utility trailers, as well as accessories for leisure vehicles. The company also rents motorhomes; and provides finance for leisure vehicles, as well as offers a range of rental stay services in mobile homes. It offers its products through dealer networks and distributors, as well as through its online sales site, Triganostore.com. Trigano S.A. was founded in 1935 and is based in Paris, France.
Fund coverage · 3 theses
- Overstone International Value FundDecember 2025
Trigano S.A. is Europe’s leading RV manufacturer with scale advantages, strong cash generation, consolidation potential and supportive structural tailwinds at a sub-10x P/E entry point.
Read the full thesis - Ennismore European Smaller Companies FundDecember 2025
Trigano is a scale leader in European leisure vehicles with resilient margins and cash flow, positioned for recovery with attractive valuation upside.
Read the full thesis - Highwood Value PartnersJune 2025
With a dominant market share, capital-light model, low-cost production, strong balance sheet, and disciplined acquisitions, Trigano SA is a high-return compounder poised to deliver outsized shareholder returns, making it a compelling investment in Europe's growing RV market.
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