Lind Value II ApS Q1 2025 Filing
Filed April 8, 2025
Portfolio Value
$225.5B
Holdings
9
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SUXTD Synnex Corporation | 708,645 | $73.7B | 32.67% | |
| 2 | ARWArrow Electronics Inc | 532,570 | $55.3B | 24.52% | |
| 3 | AVTAvnet Inc | 1,003,897 | $48.3B | 21.41% | |
| 4 | DBRGDigitalBridge Group Inc | 1,981,777 | $17.5B | 7.75% | |
| 5 | FDO.FMacys | 1,071,558 | $13.5B | 5.97% | |
| 6 | —Leslie's Inc | 9,092,401 | $6.7B | 2.97% | |
| 7 | FROFrontline PLC | 397,222 | $5.9B | 2.62% | |
| 8 | TRMDTORM PLC | 221,413 | $3.6B | 1.62% | |
| 9 | NVONOVO-NORDISK A/S-SPONS ADR | 15,286 | $1.1B | 0.47% |