London, X0CIK 20363884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
72 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wyndham Hotels & Resorts Inc | 769.7K | $56.03M | 29.7% | +769.7K | New Position |
| 2 | Coupang Inc | 1.70M | $34.27M | 18.2% | +1.70M | New Position |
| 3 | T-Mobile Us Inc | 140.0K | $27.61M | 14.6% | +140.0K | New Position |
| 4 |
| Darling Ingredients Inc |
| 145.4K |
| $6.64M |
| 3.5% |
| +145.4K |
| New Position |
| 5 | Canadian Nat Res Ltd | 143.9K | $5.35M | 2.8% | +143.9K | New Position |
| 6 | Unitedhealth Group Inc | 18.2K | $5.22M | 2.8% | +18.2K | New Position |
| 7 | Molina Healthcare Inc | 29.0K | $5.22M | 2.8% | +29.0K | New Position |
| 8 | Hurco Co | 305.7K | $5.06M | 2.7% | +305.7K | New Position |
| 9 | Bloom Energy Corp | 4.00M | $4.52M | 2.4% | +4.00M | New Position |
| 10 | Barclays Bank PLC | 154.0K | $4.12M | 2.2% | +154.0K | New Position |
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