LongSGROJun 2026
SEGRO plc
SEGRO became an event-driven holding during the quarter after Prologis made an indicative all-share acquisition approach. The proposed exchange ratio implied a value of 925 pence…
SGRO
1 published idea on SEGRO plc across 1 fund — 1 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 SEGRO 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.
SEGRO became an event-driven holding during the quarter after Prologis made an indicative all-share acquisition approach. The proposed exchange ratio implied a value of 925 pence…