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Alluvium Asset Management Disclosed Q2 Ryanair (RYAAY) Position: Bought on Weakness, Trimmed After Rebound to 9.9% of Fund
Alluvium Asset Management, in its Q2 2026 investor letter, revealed it increased its position in Ryanair Holdings plc (NASDAQ:RYAAY) when the share price was faltering. Following a rebound that saw Ryanair's stake exceed 10% of the Conventum – Alluvium Global Fund, the firm trimmed its holdings, which now account for 9.9% of the fund. Ryanair closed at $51.95 per share on September 15, 2026, having declined 5.18% over the past month and 9.81% over the past 52 weeks.
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