TOMS Capital Investment Management LP: 13F holdings
CIK 17439372026Q2
| Positions | 19 |
|---|
| Reported value | $4.7bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 19 (+2 vs prior quarter) |
|---|
| Reported value | $4.7bn (+22.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DVN DEVON ENERGY CORP NEW | 10,259,000 | $423.9m | 9.1% |
| SEAGATE TECHNOLOGY HLDNGS PL | 180,300 | $174.0m | 3.7% |
| RIOT RIOT PLATFORMS INC | 5,875,000 | $160.9m | 3.4% |
| INTC INTEL CORP | 1,047,000 | $146.2m | 3.1% |
| MKSI MKS INC. | 293,000 | $130.3m | 2.8% |
| NVENT ELEC PLC | 733,000 | $124.3m | 2.7% |
| BOOST RUN INC | 3,125,000 | $121.3m | 2.6% |
| UNM UNUM GROUP | 1,275,000 | $114.0m | 2.4% |
| VOYA VOYA FINANCIAL INC | 1,251,000 | $113.3m | 2.4% |
| CRBG COREBRIDGE FINL INC | 3,075,000 | $88.0m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1743937")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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