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ROCKLINC Partners Fund's investment thesis on Rolls-Royce Holdings PLC ($RYCEY) — Q2 2026 | Buyside Digest

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$RYCEYNASDAQRolls-Royce Holdings PLC

NEUTRAL

ROCKLINC Partners Fund—RYCEY

Fund Letter

Q2 2026

Published July 31, 2026

View Fund Profile

$19.97USD

-0.7% vs last month

$20.62Pitched

-3.2% since pitch

Market Cap$170.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

ROCKLINC's Q2 2026 strategy centers on six macro trends: digitization, debt, debasement, de-globalization, demographics, and dear valuations. The portfolio is...

— Jonathan Wellum

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