LongIMCDOct 2026
IMCD N.V.
Night Watch believes specialty chemical distributors are approaching an earnings inflection after a prolonged three-year bear market in chemicals. Customer inventories…
IMCD
Which hedge funds are long IMCD?
1 published idea on IMCD N.V. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on IMCD N.V.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.