London, X0CIK 21047661 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Talen Energy Corp | 275.0K | $103.08M | 16.9% | +275.0K | New Position |
| 2 | Berkshire Hathaway Inc Del | 128 | $96.61M | 15.8% | +128 | New Position |
| 3 | Fox Corp | 996.4K | $64.69M | 10.6% | +996.4K | New Position |
| 4 |
| 1.47M |
| $44.46M |
| 7.3% |
| +1.47M |
| New Position |
| 5 | Nexgen Energy Ltd | 3.20M | $29.42M | 4.8% | +3.20M | New Position |
| 6 | Cameco Corp | 290.0K | $26.53M | 4.3% | +290.0K | New Position |
| 7 | Liberty Global Ltd | 1.93M | $21.32M | 3.5% | +1.93M | New Position |
| 8 | Alphabet Inc | 66.1K | $20.74M | 3.4% | +66.1K | New Position |
| 9 | Summit Midstream Corporation | 707.1K | $18.86M | 3.1% | +707.1K | New Position |
| 10 | Marex Group PLC | 474.8K | $18.21M | 3.0% | +474.8K | New Position |
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