SIH Partners, LLLP

CIK
1996244
City
Wilmington
State / Country
DE

Top Portfolio Positions

225 positions · $6,948,434,586 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
TTE
TotalEnergies SE
Energy
14,056,456 $1,278,856,365 18.40%
UBS
UBS Group AG
Financial Services
21,347,811 $834,058,975 12.00%
STLA
Stellantis N.V.
Consumer Cyclical
96,525,031 $684,362,469 9.85%
RACE
Ferrari N.V.
Consumer Cyclical
1,962,676 $664,267,692 9.56%
BABA
Alibaba Group Holding Ltd
Consumer Cyclical
4,921,133 $617,405,345 8.89%
DB
Deutsche Bank Aktiengesellschaft
Financial Services
19,697,137 $586,580,739 8.44%
ALC
Alcon Inc
Healthcare
4,084,690 $307,781,391 4.43%
LOGI
Logitech International S.A.
Technology
2,608,276 $237,666,108 3.42%
AZN
Astrazeneca Plc
Healthcare
765,049 $150,882,963 2.17%
BHP
BHP Group Ltd
Basic Materials
1,520,477 $110,599,496 1.59%

Portfolio Trend

10 quarters · across all stocks

Holdings in UBS

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Shares Held

Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2026-03-31 $463,702,295 11,868,500
2026-03-31 $121,394,826 3,107,111
2026-03-31 $248,961,854 6,372,200
2025-12-31 $304,798,527 6,581,700
2025-12-31 $121,047,207 2,613,846
2025-12-31 $413,710,385 8,933,500
2025-09-30 $26,478,333 645,813
2025-09-30 $189,514,300 4,622,300
2025-09-30 $297,631,300 7,259,300
2025-06-30 $344,449,936 10,184,800
2025-06-30 $158,744,316 4,693,800
2025-06-30 $11,775,311 348,176
2025-03-31 $123,914,981 4,045,543
2025-03-31 $95,755,506 3,126,200
2025-03-31 $430,872,210 14,067,000
2024-12-31 $214,546,229 7,076,063