Institutions / Deltroit Asset Management (UK) LLP
Deltroit Asset Management (UK) LLP
CIK 2104766 · Institution · as of Dec 31, 2025
Portfolio value
$610.31M
Positions
36
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 36 →
| Company | Value | % of portfolio |
|---|---|---|
| Talen Energy Corp | $103.08M | 16.9% |
| Berkshire Hathaway Inc Del | $96.61M | 15.8% |
| Fox Corp | $64.69M | 10.6% |
| Carnival PLC | $44.46M | 7.3% |
| Nexgen Energy Ltd | $29.42M | 4.8% |
| Cameco Corp | $26.53M | 4.3% |
| Liberty Global Ltd | $21.32M | 3.5% |
| Alphabet Inc. | $20.74M | 3.4% |
| Summit Midstream Corp | $18.86M | 3.1% |
| Marex Group PLC | $18.21M | 3.0% |
| Intel Corp | $17.20M | 2.8% |
| Heico Corp | $16.82M | 2.8% |
| Brookfield Renewable Partner | $14.94M | 2.4% |
| FTAI Aviation Ltd | $14.01M | 2.3% |
| Gitlab Inc. | $13.92M | 2.3% |
| News Corp | $13.13M | 2.2% |
| Under Armour Inc | $9.91M | 1.6% |
| Bitdeer Technologies Group | $8.41M | 1.4% |
| Core Scientific, Inc./tx | $7.28M | 1.2% |
| Ryanair Holdings PLC | $7.24M | 1.2% |
| Brookfield Infrastructure Partners LP | $7.24M | 1.2% |
| Niocorp Devs Ltd | $5.68M | 0.9% |
| U Haul Holding Company | $5.18M | 0.8% |
| Liberty Media Corp-Liberty Formula One | $4.61M | 0.8% |
| Energy Fuels Inc/Canada | $4.48M | 0.7% |
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.