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Superintel
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Groupe Bruxelles Lambert

Portfolio Profile

CIK: 0001179313 | Brussels, C9

Investment Profile

Style

Yield

Turnover

Very Low

Orientation

Concentrated long-term
$62.2M
AUM
1
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Concentrix Corp(CNXC)2,773,667$62.2M100.00%

Sector Allocation

Latest filing, equity positions only

Technology100% · $62.2M

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Technology100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Small Cap100%

AUM History

$861.7M | 1 pos.
$581.0M | 1 pos.
$555.2M | 1 pos.
$449.7M | 1 pos.
$379.6M | 1 pos.
$488.2M | 1 pos.
100%
0%
$463.7M | 1 pos.
$404.9M | 1 pos.
$364.8M | 1 pos.
$240.0M | 1 pos.
$62.2M | 1 pos.
Q4
23
Q1
24
Q2
24
Q3
24
Q4
24
Q1
25
Q2
25
Q3
25
Q4
25
Q1
26
Q2
26

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
0
Increased
1
Decreased
0
Unchanged