
What smart money is saying about Valmet
1 fund in our archive has pitched Valmet — most recently Kavaljer Quality Focus in July 2026.
Valmet Oyj develops and supplies process technologies, automation, and services for the pulp, paper, and energy industries in North America, Latin America, EMEA, China, and Asia-Pacific. It operates through two segments: Process Performance Solutions and Biomaterial Solutions and Services. The Process Performance Solutions segment delivers flow control technologies and automation systems, ranging from individual measurements to full plant-wide solutions. The Biomaterial Solutions and Services segment serves global producers in the pulp, paper, packaging, tissue, and bioenergy industries, providing complete production lines, key process islands; and a full range of lifecycle services, enabling improvements in fiber yield, energy and water efficiency, emissions, and operational uptime. It offers automation systems, distributed control systems, industrial applications, analyzers and measurements, industrial internet solutions, automation services, valves, pumps, and valve automation soultions. The company also provides technologies for pulp, energy, circularity, packaging, paper, and tissue, including rebuilds, upgrades, conversions, and maintenance services. In addition, the company develops digital solutions for remote or on-site monitoring and predictive maintenance. It serves pulp, board and paper, energy and industrial gas, biomaterials and fuel, chemical, and mineral industries. Valmet Oyj was founded in 1750 and is headquartered in Espoo, Finland.
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Position history
Every position in Valmet on record in the archive was reported in Q3 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- July 2026
“Changes and holdings During the month the fund reduced its holding in Pandora and sold its entire holdings in Bahnhof, in connection with the Telenor bid, and in Nilörngruppen, where the bid went through as expected. We also added to ChemoMetec, Xvivo, BoneSupport, Nederman, ITAB, Proact and Valmet.”
Valmet
Fund coverage · 1 thesis
- Kavaljer Quality FocusJuly 2026
Valmet could unlock significant value by separating its businesses, reducing a conglomerate discount and highlighting the value of its capital-light, high-ROCE assets.
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