London, X0CIK 20209354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
37 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 189.7K | $43.78M | 14.0% | 0 | Held |
| 2 | 3m Co | 91.4K | $14.64M | 4.7% | +91.4K | New |
| 3 | Eaton Corp PLC | 45.9K | $14.63M | 4.7% | +45.9K | New |
| 4 | Linde PLC |
| 34.1K |
| $14.53M |
| 4.7% |
| +34.1K |
| New |
| 5 | Idex Corp | 81.5K | $14.51M | 4.6% | +9.2K | Added |
| 6 | Fastenal Co | 358.2K | $14.37M | 4.6% | +358.2K | New |
| 7 | Amphenol Corp New | 104.4K | $14.11M | 4.5% | +7.5K | Added |
| 8 | Vulcan Matls Co | 49.4K | $14.10M | 4.5% | +49.4K | New |
| 9 | Smith A O Corp | 197.6K | $13.21M | 4.2% | +130.0K | Added |
| 10 | United Rentals Inc | 15.6K | $12.63M | 4.0% | +9.4K | Added |
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