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CIK 0002056266 • 6 13F filings • May 14, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| CRH PLC | ORD | $40.8M | 13.8%Prev: 12.7% | 326,977 SH | Increased |
| FERRARI NV | COM | $68.4M | 23.2% | 185,000 SH | New |
| LINDE PLC | SHS | $31.0M | 10.5%Prev: 11.2% | 72,743 SH | Decreased |
| MICROSOFT CORP | COM | $45.3M | 15.3%Prev: 15.7% | 93,600 SH | Decreased |
| STELLANTIS N.V | SHS | $109.5M | 37.1%Prev: 33.5% | 10,053,819 SH | Increased-1,030,000 SH |
| 13F-HR |
| 0002056266-26-000005 |
| $8.0M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0000945621-25-000752 | $353.6M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0002056266-26-000003 | $202.4M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0000945621-25-000483 | $348.9M | View |