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FIFTHDELTA Ltd 13F holdings

Filed 2026-08-13 · FIFTHDELTA Ltd · 11 positions · $852.9M

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TickerCompanySharesValue% of portfolio
AXTAAXALTA COATING SYS LTD3.5M$119.6M14.0%
—TE CONNECTIVITY PLC581.6K$117.3M13.7%
HOGHARLEY DAVIDSON INC4.4M$106.9M12.5%
—ALLEGION PLC633.6K$89.0M10.4%
ALSNALLISON TRANSMISSION HLDGS I760.5K$85.7M10.1%
APHAMPHENOL CORP485.6K$85.6M10.0%
TSMTAIWAN SEMICONDUCTOR MANUFAC159.5K$76.2M8.9%
OTISOTIS WORLDWIDE CORP981.2K$70.3M8.2%
VCVISTEON CORP411.4K$40.8M4.8%
ADIANALOG DEVICES INC84.4K$33.5M3.9%
GMGENERAL MTRS CO362.7K$28.0M3.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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