What smart money is saying about Veritiv
VRTV
No fund has written a full thesis on Veritiv in our archive, but 1 fund letter reports a position in it — most recently Liontrust GF High Yield Bond Fund in June 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Veritiv on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- June 2026
“we also sold out of Goodyear due to concerns about competition from cheap imports and general malaise in OEM production and packaging distributor Veritiv after persistent anaemic quarterly results failing to evidence margin expansion (and therefore deleverage) from its M&A-based growth strategy.”
Veritiv
Read the letters behind these Veritiv positions
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