PSquared Asset Management AG: 13F holdings
CIK 16236242026Q2
| Positions | 15 |
|---|
| Reported value | $306.0m |
|---|
| Filed | 2026-08-17 |
|---|
Change since last quarter
| Positions | 15 (+0 vs prior quarter) |
|---|
| Reported value | $306.0m (+6.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WARNER BROS DISCOVERY INC | 2,274,997 | $60.7m | 19.8% |
| IHS HOLDING LIMITED | 4,321,436 | $35.6m | 11.6% |
| SLSR SOLARIS RES INC | 4,080,050 | $34.3m | 11.2% |
| EA ELECTRONIC ARTS INC | 150,684 | $30.9m | 10.1% |
| LINDE PLC | 58,580 | $30.4m | 9.9% |
| NSC NORFOLK SOUTHN CORP | 95,704 | $30.1m | 9.8% |
| KMB KIMBERLY-CLARK CORP | 150,147 | $16.5m | 5.4% |
| TXNM TXNM ENERGY INC | 274,400 | $15.3m | 5.0% |
| RVMD REVOLUTION MEDICINES INC | 80,000 | $15.0m | 4.9% |
| EGO ELDORADO GOLD CORP NEW | 409,853 | $12.8m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1623624")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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