What smart money is saying about Vermilion Energy
VET.TO
No fund has written a full thesis on Vermilion Energy in our archive, but 1 fund letter reports a position in it — most recently Horos AM Funds in July 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Vermilion Energy on record in the archive was reported in Q3 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- ExitedHoros AM FundsJuly 2026
“Holdings discussed: Vermilion Energy 2030 (exited), Cirsa 2029 (exited) and Covestro (exited) This quarter, the most significant moves in this part of the portfolio were the exit from the special situation in Covestro—with a slightly negative, though very limited, result for the fund—and the sale of the bonds of Vermilion Energy maturing in 2030 and of Cirsa maturing in 2029, following their strong performance since our initial investment and in view of the better opportunities we found over the course of the quarter.”
Vermilion Energy
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