Our Portfolio

We focus our attention on sectors where we can match structural growth opportunities with our specific expertise and experience, in particular food wholesale, food and other consumer retail, logistics, media, and e-commerce.

The current market value of our portfolio exceeds €3bn.

PostNL

(29.9% voting rights)

PostNL is the incumbent postal operator in Netherlands with a 220-year history delivering mail and parcels to its customers with daily delivery of 8.1 million letters and 1.1 million parcels.

International Distribution Services

(27% voting rights)

Founded in 1516, International Distribution Services (formerly Royal Mail Group) is one of the oldest companies in the UK with two main business segments: 1) Royal Mail – a letter and parcel delivery business in the UK, and 2) GLS – a B2B and B2C parcel network in Europe.

Fnac Darty

(29% voting rights)

Fnac Darty is a retail business in France, Switzerland, Belgium, Luxembourg, and the Iberian Peninsula specializing in entertainment and leisure products, consumer electronics and domestic appliances. It operates almost 1,000 stores and has a strong online presence.

Foot Locker

(12.2% voting rights)

Foot Locker is an American sportswear and footwear retailer built around sneaker and youth culture. It operates more than 3,100 stores in 27 countries and has a large e-commerce footprint.

J Sainsbury’s

(10% voting rights)

Sainsbury’s is a UK-based retailer operating more than 1,400 supermarkets and convenience stores. It offers online food delivery and also owns Argos, a leading UK digital retailer.

Quadient

(over 10% voting rights)

Formerly known as Neopost, Quadient is a France-based company offering mail-related solutions, such as software and hardware for mail processing, parcel lockers, automation of business processes, and also a cloud-based business communications platform.

TF1 Group

(over 5% voting rights)

TF1 Group is the leading private French free-to-air TV network with an audience share close to 30%. TF1 is also a major player in French content production and an operator of several strong digital assets.