LongPSNAug 2026
Persimmon plc
Persimmon is an existing core position that the fund continued to build because it believes the company is well positioned within UK housebuilding. The managers favour its…
PSN
2 published ideas on Persimmon plc across 1 fund — 2 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 Persimmon plc: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Persimmon is an existing core position that the fund continued to build because it believes the company is well positioned within UK housebuilding. The managers favour its…
Persimmon is an existing core position that the fund continued to build because it believes the company is well positioned within UK housebuilding. The managers favour its…