Coleford Investment Management Ltd.: 13F holdings
CIK 19391362026Q2
| Positions | 23 |
|---|
| Reported value | $458.5m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 23 (-1 vs prior quarter) |
|---|
| Reported value | $458.5m (+12.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RY Royal Bank of Canada | 193,278 | $39.9m | 8.7% |
| GOOGL Alphabet Inc. Class A | 107,715 | $38.5m | 8.4% |
| WMT Wal-Mart Inc. | 293,310 | $33.2m | 7.2% |
| AXP American Express | 87,752 | $29.7m | 6.5% |
| TD Toronto Dominion Bank | 236,780 | $28.7m | 6.3% |
| MSFT Microsoft Corp. | 73,071 | $27.3m | 5.9% |
| V Visa Inc. Cl. A | 70,083 | $24.0m | 5.2% |
| TRP TC Energy Corp. | 355,830 | $23.7m | 5.2% |
| AAPL Apple Inc. | 75,753 | $21.9m | 4.8% |
| NVS Novartis AG (ADR) | 133,970 | $21.0m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1939136")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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