Deltroit Asset Management (UK) LLP
All holdings · as of Dec 31, 2025
| 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% |
| Clearway Energy, Inc. | $3.02M | 0.5% |
| ZILLOW GROUP, INC. | $2.71M | 0.4% |
| CENTRAL GARDEN & PET CO | $2.55M | 0.4% |
| LENNAR CORP /NEW | $2.12M | 0.3% |
| Liberty Broadband Corp | $2.07M | 0.3% |
| New Fortress Energy Inc.NFE | $2.05M | 0.3% |
| Carnival Corp Ltd. | $606.6K | 0.1% |
| Liberty Broadband Corp | $589.8K | 0.1% |
| GCI Liberty, Inc. | $474.2K | 0.1% |
| GCI Liberty, Inc. | $90.1K | 0.0% |
| GREENFIRE RES LTD NEW | $47.6K | 0.0% |