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Castlebay Investments's investment thesis on Spirax Sarco ($SPX.L) — Q2 2026 | Buyside Digest

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$SPX.LNASDAQSpirax Sarco

NEUTRAL

Castlebay Investments—SPX.L

Fund Letter

Q2 2026

Published July 11, 2026

View Fund Profile

$7375.00USD

+6.0% vs last month

$6960.00Pitched

+6.0% since pitch

Market Cap$5.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Castlebay delivered a 9% return in Q2 2026, outperforming the UK market by 5%, as capital began returning to quality stocks. The fund maintains...

— David F. Ridland

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