London, X0CIK 19115234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Solar Inc | 1.15M | $300.15M | 25.0% | +31.8K | Added |
| 2 | Stanley Black & Decker Inc | 2.94M | $218.09M | 18.2% | +136.9K | Added |
| 3 | Emerson Elec Co | 1.35M | $179.33M | 15.0% | +711.7K | Added |
| 4 | Nvent Electric PLC |
| 1.51M |
| $153.58M |
| 12.8% |
| +155.8K |
| Added |
| 5 | Owens Corning New | 563.5K | $63.07M | 5.3% | +31.9K | Added |
| 6 | Fortive Corp | 1.05M | $58.21M | 4.9% | −120.7K | Reduced |
| 7 | Otis Worldwide Corp | 595.6K | $52.03M | 4.3% | −74.1K | Reduced |
| 8 | Wesco Intl Inc | 211.4K | $51.72M | 4.3% | −17.2K | Reduced |
| 9 | Canadian Natl Ry Co | 478.2K | $47.27M | 3.9% | +478.2K | New |
| 10 | Ralliant Corp | 902.0K | $45.92M | 3.8% | +1.1K | Added |
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