Q2 2025 Holdings
Filed 2025-07-29 | 8 holdings | $312.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Flutter Enter-Di(FLUT) | SHS | G3643J108 | $105.0K | 367,377 | 33.6% |
| Autoliv Inc(ALV) | COM | 052800109 | $102.2K | 913,060 | 32.7% |
| Liberty Global(LBTYA) | COM CL A | G61188101 | $45.1K | 4,506,798 | 14.4% |
| Nike Inc(NKE) | ORD CL A | 654106103 | $24.8K | 349,379 | 7.9% |
| Hdfc Bank(HDB) | SPONSORED ADS | 40415F101 | $17.7K | 231,000 | 5.7% |
| Manchester UNI(MANU) | ORD CL A | G5784H106 | $15.9K | 890,351 | 5.1% |
| Greenlight Cap(GLRE) | CLASS A | G4095J109 | $1.6K | 110,000 | 0.5% |
| VF Corp(VFC) | COM | 918204108 | $625 | 53,229 | 0.2% |