Lind Value II ApS Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$227.5B
Holdings
10
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SUXTD Synnex Corporation | 523,227 | $71.0B | 31.21% | |
| 2 | AVTAvnet Inc | 833,931 | $44.3B | 19.46% | |
| 3 | ARWArrow Electronics Inc | 304,925 | $38.9B | 17.08% | |
| 4 | INGMIngram Micro Holding Corp | 1,199,395 | $25.0B | 10.99% | |
| 5 | FDO.FMacys | 1,192,838 | $13.9B | 6.11% | |
| 6 | DBRGDigitalBridge Group Inc | 1,313,053 | $13.6B | 5.97% | |
| 7 | TRMDTORM PLC-A | 437,158 | $7.3B | 3.20% | |
| 8 | NVONOVO-NORDISK A/S-SPONS ADR | 84,225 | $5.8B | 2.56% | |
| 9 | INMDInMode Ltd | 272,168 | $3.9B | 1.73% | |
| 10 | —Leslie's Inc | 9,092,401 | $3.8B | 1.68% |