What smart money is saying about Vesuvius
VSVS.L
No fund has written a full thesis on Vesuvius in our archive, but 3 fund letters report a position in it — most recently Royal London AM UK Mid Cap Growth Fund in June 2026.
3
Reported positions
3
Bought
0
Sold
3
Letters
Position history
Every position in Vesuvius on record in the archive was reported in Q2 2026, across 3 fund letters — 3 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 3 | 0 | 0 |
Fund activity · 3 positions · 3 moves
- New positionRoyal London AM UK Mid Cap Growth FundJune 2026
“Consequently, the holdings in IMI, Future, and Marshalls were sold, while positions in Aberdeen Group, Pennon, Mondi, and Vesuvius were initiated.”
Read the letterVesuvius - New positionRoyal London AM UK Equity FundJune 2026
“The proceeds were reinvested into new positions in attractive industrial companies, including Weir, Halma, Vesuvius and Hill & Smith.”
Read the letterVesuvius - New positionRoyal London AM UK Growth TrustJune 2026
“Some of this was reinvested into new positions in attractive industrial companies, including Weir Group, Vesuvius and RS Group.”
Read the letterVesuvius
Read the letters behind these Vesuvius 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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