LongRAASep 2026
RATIONAL AG
Rational continues to deliver solid underlying performance, with Q2 sales up 4% year-over-year and EBIT up 16%, while Europe and North America remained strong. China has been…
RAA
1 published idea on RATIONAL AG 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 Rational: 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.
Rational continues to deliver solid underlying performance, with Q2 sales up 4% year-over-year and EBIT up 16%, while Europe and North America remained strong. China has been…