LongRR.LJun 2026
Rolls-Royce Holdings PLC
Rolls-Royce is held within the strategy's aerospace exposure and continued to benefit from favorable aerospace fundamentals during the quarter. The fund believes years of…
RR.L
Which hedge funds are long RR.L?
3 published ideas on Rolls-Royce Holdings PLC across 3 funds — 3 long and 0 short.
Rolls-Royce Holdings hedge fund investment theses
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 Rolls-Royce Holdings: 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.
Funds with a position view
Long theses
LongRR.LJun 2026
Rolls-Royce Holdings plc
Rolls-Royce is positioned within Artisan's aerospace opportunity and benefited from favorable aerospace fundamentals in Q2. The fund believes years of underinvestment and damage…
LongRR.LSep 2026
Rolls-Royce Holdings PLC
Rolls-Royce is positioned to benefit from favorable aerospace fundamentals. The fund believes the aerospace production infrastructure suffered damage that cannot be rapidly…