LongKCRSep 2026
Konecranes Plc
Konecranes recovered after weaker July results as the fund viewed the Q2 shortfall as largely timing-related. The investment case is supported by an attractive valuation, 13%…
KCR
1 published idea on Konecranes 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 Konecranes: 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.
Konecranes recovered after weaker July results as the fund viewed the Q2 shortfall as largely timing-related. The investment case is supported by an attractive valuation, 13%…