Lind Value II ApS: 13F holdings
CIK 18911852026Q2
| Positions | 7 |
|---|
| Reported value | $622.0m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 7 (-1 vs prior quarter) |
|---|
| Reported value | $622.0m (+38.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CHTR CHARTER COMMUNICATIONS INC N | 2,223,945 | $316.3m | 50.8% |
| OWL BLUE OWL CAPITAL INC | 16,719,128 | $146.3m | 23.5% |
| INGM INGRAM MICRO HLDG CORP | 2,728,506 | $74.8m | 12.0% |
| FLUTTER ENTMT PLC | 593,676 | $60.7m | 9.8% |
| PYPL PAYPAL HLDGS INC | 323,471 | $14.0m | 2.2% |
| INMODE LTD | 368,887 | $5.4m | 0.9% |
| LESLIES INC | 454,620 | $4.6m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1891185")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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