MEDCL.PA Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Sep 30, 2025	Norbury Capital	-	24.4%	AZE.BR, IMCD.AS, MEDCL.PA, PHLL.L	Consolidation, Distribution, Europe, SmallCap, Specialty Chemicals	Focus on high-quality specialty chemicals distribution businesses like Azelis and IMCD that connect suppliers with smaller end-customers. These asset-light businesses benefit from industry consolidation and outsourcing trends, with operational profit closely aligning with free cash flow. However, the sector faces headwinds from prolonged destocking cycles and weak global trade conditions.		View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of MEDCL-PA

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

MEDCL-PA

MEDCL-PA

Letters With This Ticker

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BSD Shareholders of MEDCL-PA

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