IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wendel SE

Portfolio Profile

CIK: 0001721938 | Paris, I0

Investment Profile

Style

Deep Value

Turnover

—

Orientation

—
$526.5M
AUM
1
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1IHS Holding Limited(IHS)62,975,396$526.5M100.00%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $526.5M

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified100%

AUM History

$328.7M | 1 pos.
$350.1M | 1 pos.
$429.5M | 1 pos.
$469.8M | 1 pos.
$518.3M | 1 pos.
$518.9M | 1 pos.
100%
0%
$526.5M | 1 pos.
Q1
25
Q2
25
Q3
25
Q4
25
Q1
26
Q2
26
Q3
26

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged