Glennon Small Companies

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Comments65

Companies23

Positions opened0

Positions exited1

Last published31 Aug 2026

Companies discussed, last 12 months

18 companies, monthly, latest action on the right

NovJanMarMayJulSepLatest

SFRSandfire ResourcesHeld SKSSKS TechnologiesHeld SGHSGH LtdHeld SLCSuperloopHeld BHDBenjamin HornigoldHeld

13 more companiesEvery company Glennon Small Companies has discussed in the past year.

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Commentary

DateManagerCompanyActionSummary

31 Aug 2026Glennon Small Companies SFRHeldGlennon Small Companies continues to hold Sandfire Resources Ltd (ASX: SFR) after shares rose 21.06% following a strong FY26 result with record revenue and underlying EBITDA. Glennon notes the copper miner has a substantially stronger balance sheet and declared its first dividend in more than four years. Record processing performance at the MATSA operation in Spain and Motheo in Botswana, together with strong copper and gold prices, supported cash generation and reinforced Sandfire's exposure to favourable long-term copper fundamentals.

Copper MiningMonthly Report, price recorded $22.94

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31 Aug 2026Glennon Small Companies SKSHeldGlennon Small Companies continues to hold SKS Technologies Group Ltd (ASX: SKS) after shares rose 12.33% on another record result. Glennon notes FY26 revenue rose 33.0% to $347.9 million and profit after tax increased 93.2% to $27.1 million. Work on hand grew 56% to $312 million, supported by continued demand from hyperscale data centre customers. Management guided to approximately $500 million of revenue and $60 million of profit before tax in FY27, providing further confidence in the company's growth outlook.

Monthly Report, price recorded $8.20

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63 more commentsEvery comment this manager has published, with sources.

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About Glennon Small Companies

Growth Focused, Small-Cap

Glennon Small Companies is an Australian small-cap equities fund managed by Glennon Capital, founded and led by Michael Glennon, specializing in identifying growth-oriented ASX-listed small and micro-cap companies. The strategy applies fundamental, bottom-up research to find businesses with strong management, scalable growth opportunities and reasonable valuations, often before they attract mainstream institutional coverage. Glennon has built its reputation over many years as a dedicated small-cap specialist, appealing to wholesale and retail investors seeking active exposure beyond large-cap, index-dominated portfolios. The firm's long operating history in the small-cap segment reflects consistent application of its core investment philosophy through multiple market cycles.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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