Boussard & Gavaudan Investment Management LLP
Top Portfolio Positions
33 positions ·
$305,223,216 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
2,299,611 | $63,147,318 | 20.69% | |
| EA |
Electronic Arts Inc.
Communication Services
|
258,844 | $52,770,526 | 17.29% | |
| NSC |
Norfolk Southern Corp
Industrials
|
135,885 | $38,998,995 | 12.78% | |
| WTM |
White Mountains Insurance Group Ltd
Financial Services
|
13,975 | $30,702,516 | 10.06% | |
| Q |
Qnity Electronics, Inc.
Technology
|
81,658 | $9,421,700 | 3.09% | |
| RAC |
Rithm Acquisition Corp.
Financial Services
|
768,000 | $7,987,200 | 2.62% | |
| OACC |
Oaktree Acquisition Corp. III Life Sciences
Financial Services
|
720,000 | $7,617,600 | 2.50% | |
| ANSC |
Agriculture & Natural Solutions Acquisition Corp
Financial Services
|
672,000 | $7,586,880 | 2.49% | |
| ALUB |
Alussa Energy Acquisition Corp. II
Financial Services
|
700,000 | $6,986,000 | 2.29% | |
| WAT |
Waters Corp /De/
Healthcare
|
20,845 | $6,207,641 | 2.03% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WTM
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,702,516 | 13,975 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||