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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 | |||||
|---|---|---|---|---|---|
| BLACKBERRY LTD | COM | $16.2M | 5.2%Prev: 11.8% | 3,535,858 SH | Decreased-22,909,169 SH |
| BORGWARNER INC | COM | $36.9M | 11.9% | 1,103,191 SH | New |
| CUMMINS INC | COM | $54.2M | 17.5% | 165,619 SH | New |
| HUNTSMAN CORP | COM | $36.4M | 11.7% | 3,497,455 SH | New |
| MOBILEYE GLOBAL INC | COMMON CLASS A | $5.7M | 1.8% | 317,944 SH | New |
| ON SEMICONDUCTOR CORP | COM | $38.4M | 12.4% | 731,999 SH | New |
| PHINIA INC | COMMON STOCK | $29.3M | 9.5% | 659,280 SH | New |
| QUALCOMM INC | COM | $63.8M | 20.6% | 400,500 SH | New |
| VISTEON CORP | COM NEW | $29.4M | 9.5%Prev: 7.7% | 314,710 SH | Decreased-299,577 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 |