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Rockwood Strategic's investment thesis on Stelrad Group plc ($SRAD.L) — Q2 2026 | Buyside Digest

$SRAD.LNASDAQStelrad Group plc

NEUTRAL

Rockwood Strategic—SRAD.L

Fund Letter

Q2 2026

Published July 8, 2026

$153.00USD

+0.7% vs last month

$154.00Pitched

-0.6% since pitch

Market Cap$194.8M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Stelrad represents 3.7% of the portfolio with £191m market cap (£168m at purchase) and £55m net debt. Rockwood/Harwood holds a...

— Richard Staveley

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