Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Fundsmith Equity Fund's investment thesis on Legrand ($LR.PA) — Q2 2026 | Buyside Digest

$LR.PANASDAQLegrand

NEUTRAL

Fundsmith Equity Fund—LR.PA

Fund Letter

Q2 2026

Published July 8, 2026

$135.80USD

-3.6% vs last month

$140.70Pitched

-3.5% since pitch

Market Cap$36.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Legrand is a French manufacturer of the physical infrastructure behind electrical and digital building systems.

— Terry Smith

BSD Research Exclusive

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

Other investors who've written on Legrand

No other institutional pitches found for this ticker yet.