Letters by company
Rusta AB (publ)
2 letters discussing RUSTA. Everything written about it on this site is on its ticker page.
- Protean Funds Fog of War Protean Funds bought Nibe on the view that Europe’s energy-security shock strengthens the long-term case for efficient heating, while using March volatility to trim expensive holdings and add indiscriminately sold names. Protean Select cut its capacity limit, while Small Cap added Vimian and Vertiseit and exited Hexpol and Sinch. March 2026 DVYSR $86MNDRBF $8.9BVERT-B $193M
- Protean Funds Paper Profits, Pulp Fiction Protean Funds shorted Holmen, arguing that Nordic pulp and paper economics face eucalyptus competition, rising wood costs, climate-related forestry risks and an unsustainable ESG premium. Protean Small Cap added Arctic Falls and Afry, tendered Addvise and sold Nilfisk after takeover bids, while the firm considers a low-fee global Aktiesparfond. December 2025 HLMNY $4.9BARFA $62M
