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What smart money is saying about TKH GroupNetherlands flag

TWEKA.AS · Technology · Communication Equipment · Market cap $2.22B

1 fund in our archive has pitched TKH Group, most recently Sustainable Dividends Value Fund in September 2026.

Company profile

TKH Group N.V. engages un the automation and electrification business. in the Netherlands, rest of Europe, Asia, North America, and internationally. The Smart Vision Systems segment provides 2D and 3D machine vision technology systems used to enhance quality inspection, operation, and object monitoring; and security vision systems that enable customers to manage and control the urban environment, as well as enhances efficiency, safety, and security in various markets, such as infrastructure, parking, and building security. The Smart Manufacturing Systems segment offers systems engineering and assembly, control and analysis software, and connectivity and vision technologies to car and truck tire production, and factory automation industries; and care solutions, including medicine distribution machines. The Smart Connectivity Systems segment develops connectivity systems for on-shore and off-shore energy distribution; fiber optic connectivity systems for data and communication networks; and specialized cable systems for various industrial automation applications, such as the industrial, marine and offshore, and medical sectors, as well as provides contactless energy and data distribution comprising hardware components and intelligent software for airfield ground lighting systems. The company was formerly known as NV Twentsche Kabel Holding and changed its name to TKH Group N.V. in 2005. TKH Group N.V. was founded in 1930 and is based in Haaksbergen, the Netherlands.

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4
Reported positions
0
Bought
1
Sold
4
Letters

Position history

Between Q2 2026 and Q3 2026, 4 fund letters reported a position in TKH Group, with 1 sell (trimmed or exited).

Fund letters reporting a position in TKH Group, by quarter
QuarterLettersBoughtSoldTheses
Q3 20263001
Q2 20261010

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

Fund activity · 4 positions · 1 move

  • HoldsTeslin Participaties
    September 2026
    “Our portfolio nevertheless developed well, partly thanks to strong half-year figures and the progress TKH is making with the separation of the electrification division.”
    TKH Group
  • HoldsSustainable Dividends Value Fund
    September 2026
    “Ascenders in the portfolio The share price of the Dutch company TKH rose by 19% over the past quarter.”
    TKH Group
  • HoldsAdd Value Fund
    August 2026
    “Last month, TKH Group performed best in the portfolio.”
    TKH Group
  • ExitedDNCA Invest Explorer Smid Euro
    June 2026
    “Conversely, we sold TKH, an industrial equipment supplier, because the sale of its electrification business could take longer than expected; Infrastrutture Wireless Italiane, an Italian telecommunications company, as negotiations with its main clients remain more complex than anticipated and reduce visibility on the group's outlook, and Vidrala, a company specializing in glass, whose recent rise in energy prices should weigh on the company's margins.”
    TKH Group

Fund coverage · 1 thesis

  • Sustainable Dividends Value Fund
    September 2026

    TKH Group is set to split up, with its cable division possibly listing separately or drawing a takeover bid, while the new Eemshaven factory lifts margins and points to strong 2026 profit growth.

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