LongJET2.LJul 2026
Jet2 plc
Aegis bought Jet2 at a modest valuation relative to tangible book value and earnings. The company is the UK's largest package-holiday operator, has a loyal customer base and was…
JET2.L
1 published idea on Jet2 plc across 1 fund — 1 long and 0 short.
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 Jet2: 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.
Aegis bought Jet2 at a modest valuation relative to tangible book value and earnings. The company is the UK's largest package-holiday operator, has a loyal customer base and was…