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Investing style at a glance · Q2 2026
- Very concentrated: 8 stocks, with 100.0% of the portfolio in the 10 largest.
- Turnover this quarter: low — 0 new positions and 0 sold out (2 added to, 2 trimmed).
- Largest position: GE at 35.6% of the portfolio.
Worked out from this 13F only (long stock positions). ⓘConcentration: The share of a portfolio in its 10 largest positions. High = a few big bets; low = spread out. Guide ⓘTurnover: How many positions were opened or closed this quarter compared with the number held. Guide
Portfolio value over time
Reported 13F value per quarter
Sector allocation
Q2 2026
- Unclassified37.6%
- Industrials35.6%
- Health Care19.7%
- Consumer Discretionary6.0%
- Financials1.0%
- Consumer Staples0.1%
Top holdings over time
Share of the portfolio each quarter (current top 5)
Quarter-by-quarter activity
Positions bought (new or added) vs sold (trimmed or exited)
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Column filters
| Ticker | Company | Sector | Shares | Value ↓ | % of portfolio | Change | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| GE | General Electric Co | Industrials | 4.03M | $1.51B | 35.6% | Held | 0 | 0.0% | $0 |
| — | Janus Henderson Group plc | Unclassified | 25.65M | $1.33B | 31.5% | Reduced | -6.2M | -19.5% | -$323.10M |
| SOLV | Solventum Corp | Health Care | 8.24M | $635.47M | 15.0% | Held | 0 | 0.0% | $0 |
| — | Ferguson plc | Unclassified | 1.09M | $257.83M | 6.1% | Held | 0 | 0.0% | $0 |
| WEN | Wendy's Co | Consumer Discretionary | 30.47M | $252.58M | 6.0% | Added | +22.4K | +0.1% | +$185.80K |
| GEHC | GE HealthCare Technologies Inc | Health Care | 3.09M | $197.49M | 4.7% | Added | +3.1M | +76194.4% | +$197.23M |
| IVZ | Invesco Ltd | Financials | 1.63M | $42.90M | 1.0% | Reduced | -1.3M | -45.3% | -$35.51M |
| MICC | Magnum Ice Cream Co N.V. | Consumer Staples | 241.04K | $4.20M | 0.1% | Held | 0 | 0.0% | $0 |
Column filters
No positions were fully sold this quarter.
13F filings on record (4)
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