Deltroit Asset Management (UK) LLP
CIK: 0002104766SEC EDGAR →
Portfolio Value
$687K
Holdings
37
As of
Q4 2025
New Positions
37
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TALEN ENERGY CORP | 275,000 | $103K | 14.99% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 128 | $96K | 13.97% |
| 3 | FOX CORP | 996,374 | $64K | 9.32% |
| 4 | TSLAPut TESLA INC | 120,000 | $53K | 7.71% |
| 5 | CARNIVAL PLC | 1,465,981 | $44K | 6.40% |
| 6 | NEXGEN ENERGY LTD | 3,196,635 | $29K | 4.22% |
| 7 | CAMECO CORP | 289,993 | $26K | 3.78% |
| 8 | CORZCall CORE SCIENTIFIC INC NEW | 1,700,000 | $24K | 3.49% |
| 9 | LIBERTY GLOBAL LTD | 1,931,112 | $21K | 3.06% |
| 10 | ALPHABET INC | 66,096 | $20K | 2.91% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 11 | $152K | 22.7% |
| Utilities | 4 | $126K | 18.8% |
| Consumer Cyclical | 5 | $108K | 16.1% |
| Unknown | 3 | $104K | 15.5% |
| Technology | 5 | $71K | 10.6% |
| Energy | 3 | $47K | 7.0% |
| Industrials | 4 | $42K | 6.3% |
| Financial Services | 1 | $18K | 2.7% |
| Consumer Defensive | 1 | $2K | 0.3% |