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CIK 0001872766 • 6 13F filings • May 13, 2025 – Aug 13, 2026
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=jivedata("fifthdelta-ltd","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLISON TRANSMISSION HLDGS I | COM | $58.0M | 12.2% | 592,600 SH | New |
| AXALTA COATING SYS LTD | COM | $91.4M | 19.2% | 2,829,484 SH | New |
| BLACKBERRY LTD | COM | $66.7M | 14.0%Prev: 24.2% | 17,594,456 SH | Decreased+1,741,708 SH |
| CNH INDL N V | SHS | $9.7M | 2.0% | 1,051,700 SH | New |
| CUMMINS INC | COM | $49.9M | 10.5%Prev: 27.1% | 97,776 SH | Decreased-107,343 SH |
| HARLEY DAVIDSON INC | COM | $9.2M | 1.9% | 447,200 SH | New |
| NXP SEMICONDUCTORS N V | COM | $53.5M | 11.2% | 246,451 SH | New |
| ON SEMICONDUCTOR CORP | COM | $45.6M | 9.6%Prev: 13.7% | 841,849 SH | Increased-49,540 SH |
| OTIS WORLDWIDE CORP | COM | $66.5M | 14.0%Prev: 12.9% | 761,132 SH | Increased+309,954 SH |
| QUALCOMM INC | COM | $25.4M | 5.3%Prev: 22.1% | 148,490 SH | Decreased-276,110 SH |
| 13F-HR |
| 0001872766-26-000006 |
| $852.9M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001872766-25-000008 | $310.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001872766-26-000004 | $724.8M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001872766-25-000004 | $399.5M | View |