London, X0CIK 17193874 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Crh PLC | 546.3K | $68.18M | 12.4% | −130 | Reduced |
| 2 | Core & Main Inc | 1.28M | $66.34M | 12.1% | +113.8K | Added |
| 3 | Open Text Corp | 2.02M | $65.72M | 12.0% | +14.0K | Added |
| 4 | Colliers Intl Group Inc |
| 421.7K |
| $61.99M |
| 11.3% |
| +3.3K |
| Added |
| 5 | Veeva Sys Inc | 233.0K | $52.00M | 9.5% | +5.0K | Added |
| 6 | Qualys Inc | 386.6K | $51.39M | 9.3% | +32.9K | Added |
| 7 | Ziff Davis Inc | 1.35M | $47.56M | 8.6% | +84.3K | Added |
| 8 | Servicenow Inc | 289.8K | $44.40M | 8.1% | +252.7K | Added |
| 9 | Tfi Intl Inc | 402.1K | $41.56M | 7.6% | +12.8K | Added |
| 10 | Lgi Homes Inc | 743.2K | $31.93M | 5.8% | +99.1K | Added |
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