LongEZJSep 2026
easyJet plc
The easyJet holding benefited from rival acquisition offers. Castlelake initially proposed 560 pence per share, which the managers considered opportunistic. Apollo then agreed to…
EZJ
Which hedge funds are long EZJ?
3 published ideas on easyJet plc across 2 funds — 3 long and 0 short.
easyJet hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on easyJet: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongEZJSep 2026
easyJet plc
The easyJet holding benefited from rival acquisition offers. Castlelake initially proposed 560 pence per share, which the managers considered opportunistic. Apollo then agreed to…
LongEZJSep 2026
easyJet plc
easyJet was among the fund’s strongest quarterly performers while the airline was involved in a takeover. The manager considers the takeover valuation below the company’s…