Institutions / Lind Value II ApS
Lind Value II ApS
CIK 1891185 · Institution · as of Dec 31, 2025
Portfolio value
$309.58M
Positions
9
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Charter Communications, Inc. | $129.09M | 41.7% |
| Ingram Micro Holding Corp | $51.63M | 16.7% |
| Avnet Inc | $44.32M | 14.3% |
| Arrow Electronics, Inc. | $42.23M | 13.6% |
| Blue Owl Capital Inc. | $30.72M | 9.9% |
| PayPal Holdings, Inc. | $9.01M | 2.9% |
| Inmode Ltd | $1.78M | 0.6% |
| Leslie's Inc | $750.1K | 0.2% |
| Carvana Co. | $50.6K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.