Lind Value II ApS
Top Portfolio Positions
7 positions ·
$450,318,580 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
936,751 | $202,225,805 | 44.91% | |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
15,257,548 | $139,301,413 | 30.93% | |
| INGM |
Ingram Micro Holding Corp
Technology
|
2,962,379 | $69,053,054 | 15.33% | |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
180,000 | $18,351,000 | 4.08% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
275,722 | $12,470,906 | 2.77% | |
| INMD |
InMode Ltd.
Healthcare
|
606,403 | $8,295,593 | 1.84% | |
| OPRA |
Opera Ltd
Communication Services
|
43,535 | $620,809 | 0.14% |
Portfolio Trend
Holdings in LESL
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $750,123 | 454,620 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,500,410 | 454,620 | Shares | Sole | 2025-10-15 | |
| No 13F history on record for this holder in this stock. | ||||||