Lingotto Investment Management LLP: 13F holdings
CIK 17327682026Q2
| Positions | 31 |
|---|
| Reported value | $4.7bn |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 31 (-3 vs prior quarter) |
|---|
| Reported value | $4.7bn (-7.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TEVA PHARMACEUTICAL INDS LTD | 20,205,943 | $684.6m | 14.7% |
| CVNA CARVANA CO | 9,283,819 | $611.1m | 13.1% |
| MOH MOLINA HEALTHCARE INC | 2,511,490 | $574.4m | 12.3% |
| SKYD PARAMOUNT SKYDANCE CORP | 46,061,363 | $455.8m | 9.8% |
| RRC RANGE RES CORP | 11,045,066 | $410.8m | 8.8% |
| VEON VEON LTD | 5,265,123 | $274.9m | 5.9% |
| SLB SLB LIMITED | 4,391,097 | $205.7m | 4.4% |
| NG NOVAGOLD RESOURCES INC | 31,531,500 | $188.2m | 4.0% |
| VAL VALARIS LTD | 2,411,493 | $175.1m | 3.8% |
| SBSW SIBANYE STILLWATER LTD | 19,075,936 | $162.0m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1732768")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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