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What smart money is saying about Viridien

VIRI.PA

No fund has written a full thesis on Viridien in our archive, but 2 fund letters report a position in it — most recently Liontrust GF Global Alpha Long Short Fund in June 2026.

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2
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Every position in Viridien on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.

Fund letters reporting a position in Viridien, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262100

Fund activity · 2 positions · 1 move

  • “Importantly, only two single short positions detracted more than 50bps, and both of those marginally so, demonstrating the effect of strong stock selection and prudent position sizing. Long book losses were concentrated in a handful of positions, with Microsoft, Viridien and Mitsui & Co the largest detractors.”
    Viridien
  • June 2026
    “We increased the weight in the energy sector, establishing new positions in Halliburton and Viridien.”
    Viridien

Read the letters behind these Viridien positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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