FIFTHDELTA Ltd
Top Portfolio Positions
11 positions ·
$724,809,181 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AXTA |
Axalta Coating Systems Ltd.
Basic Materials
|
4,007,579 | $111,009,938 | 15.32% |
| TEL |
TE Connectivity plc
Technology
|
512,863 | $107,198,624 | 14.79% |
| BB |
BLACKBERRY Ltd
Technology
|
26,445,027 | $85,681,887 | 11.82% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
217,731 | $73,582,191 | 10.15% |
| OTIS |
Otis Worldwide Corp
Industrials
|
927,190 | $71,467,805 | 9.86% |
| NXPI |
NXP Semiconductors N.V.
Technology
|
294,292 | $57,934,323 | 7.99% |
| VC |
Visteon Corp
Consumer Cyclical
|
614,287 | $55,967,688 | 7.72% |
| ALSN |
Allison Transmission Holdings Inc
Consumer Cyclical
|
462,874 | $54,184,030 | 7.48% |
| HOG |
Harley-Davidson, Inc.
Consumer Cyclical
|
2,130,300 | $43,074,666 | 5.94% |
| ALLE |
Allegion plc
Industrials
|
251,719 | $36,572,253 | 5.05% |
Holdings in AXTA
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,009,938 | 4,007,579 | Shares | Sole | 2026-05-15 | |
| No quarters match your search. | ||||||