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What smart money is saying about Vidrala

VID.MC

No fund has written a full thesis on Vidrala in our archive, but 2 fund letters report a position in it, most recently Tesys Value FI in September 2026.

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2
Reported positions
0
Bought
2
Sold
2
Letters

Position history

Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Vidrala, with 2 sells (trimmed or exited).

Fund letters reporting a position in Vidrala, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261010
Q2 20261010

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

Fund activity · 2 positions · 2 moves

  • TrimmedTesys Value FI
    September 2026
    “Reductions As for weight reductions, we begin with Vidrala, a company dedicated to the manufacture of glass containers.”
    Vidrala
  • 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.”
    Vidrala

Read the letters behind these Vidrala positions

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