MIRABELLA FINANCIAL SERVICES LLP Q2 2024 Filing

Filed August 8, 2024

Portfolio Value

$1.4T

Holdings

419

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (419 positions)

StockValue
MOSMOSAIC CO NEW
$364.0M
BYDBOYD GAMING CORP
$361.6M
BLDTOPBUILD CORP
$359.5M
MTHMERITAGE HOMES CORP
$356.4M
ACMAECOM
$352.5M
4I1PHILIP MORRIS INTL INC
$350.0M
IM8NINSMED INC
$347.5M
CPCANADIAN PACIFIC KANSAS CITY
$345.5M
DUOLDUOLINGO INC
$343.5M
VKTXVIKING THERAPEUTICS INC
$341.7M
APPFAPPFOLIO INC
$341.2M
ADIANALOG DEVICES INC
$339.0M
CECELANESE CORP DEL
$333.2M
WYNNWYNN RESORTS LTD
$329.8M
STWDSTARWOOD PPTY TR INC
$328.2M
CNHICNH INDL N V
$327.3M
ORCLORACLE CORP
$326.3M
NJRNEW JERSEY RES CORP
$326.1M
CROXCROCS INC
$323.5M
MAMASTERCARD INCORPORATED
$313.7M
PSTGPURE STORAGE INC
$313.0M
MRUSMERUS N V
$312.9M
JJACOBS SOLUTIONS INC
$312.1M
FNFABRINET
$309.2M
EMEEMCOR GROUP INC
$307.0M
COSTCOSTCO WHSL CORP NEW
$300.9M
HLIHOULIHAN LOKEY INC
$299.7M
SOSOUTHERN CO
$298.6M
GPNGLOBAL PMTS INC
$298.5M
DECKDECKERS OUTDOOR CORP
$295.2M
KHCKRAFT HEINZ CO
$293.0M
TGNATEGNA INC
$291.8M
RNAAVIDITY BIOSCIENCES INC
$286.8M
WMWASTE MGMT INC DEL
$286.3M
SKAASKECHERS U S A INC
$286.3M
GRMNGARMIN LTD
$285.9M
COPXGLOBAL X FDS
$282.8M
FFORD MTR CO DEL
$282.3M
AMGNAMGEN INC
$282.1M
ETRENTERGY CORP NEW
$280.7M
MSAMSA SAFETY INC
$280.2M
PDCOEURPATTERSON COS INC
$278.5M
UNPUNION PAC CORP
$274.9M
WABWABTEC
$271.4M
AEPAMERICAN ELEC PWR CO INC
$270.9M
PNRPENTAIR PLC
$269.7M
JXNJACKSON FINANCIAL INC
$263.8M
ITGARTNER INC
$263.6M
URAGLOBAL X FDS
$262.0M
DLTRDOLLAR TREE INC
$261.8M
TAPMOLSON COORS BEVERAGE CO
$260.9M
LBLANDBRIDGE COMPANY LLC
$258.4M
TPDTEMPUR SEALY INTL INC
$256.7M
KEYKEYCORP
$254.3M
IBPINSTALLED BLDG PRODS INC
$246.2M
MCDMCDONALDS CORP
$245.7M
NTRSNORTHERN TR CORP
$245.2M
07WAMR COOPER GROUP INC
$245.2M
AFGAMERICAN FINL GROUP INC OHIO
$244.7M
AXONAXON ENTERPRISE INC
$244.5M
ODFLOLD DOMINION FREIGHT LINE IN
$240.0M
BMYBRISTOL-MYERS SQUIBB CO
$238.8M
EVREVERCORE INC
$238.7M
BALLBALL CORP
$237.6M
KRKROGER CO
$236.7M
CRSCARPENTER TECHNOLOGY CORP
$235.0M
TMUST-MOBILE US INC
$234.1M
TELLEURTELLURIAN INC NEW
$234.0M
ZIONZIONS BANCORPORATION N A
$233.3M
BPOPPOPULAR INC
$232.9M
EBSEMERGENT BIOSOLUTIONS INC
$232.7M
FITBFIFTH THIRD BANCORP
$231.1M
AEOAMERICAN EAGLE OUTFITTERS IN
$229.3M
MKLMARKEL GROUP INC
$228.5M
SLABSILICON LABORATORIES INC
$226.9M
LEALEAR CORP
$226.0M
BLKCHFBLACKROCK INC
$225.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$224.2M
EMNEASTMAN CHEM CO
$223.7M
VACMARRIOTT VACATIONS WORLDWIDE
$223.3M
WDCWESTERN DIGITAL CORP.
$222.4M
AKAMAKAMAI TECHNOLOGIES INC
$222.1M
NIONIO INC
$221.8M
EXPEAGLE MATLS INC
$219.0M
OGM1COGENT COMMUNICATIONS HLDGS
$218.6M
FLSFLOWSERVE CORP
$216.3M
WSTWEST PHARMACEUTICAL SVSC INC
$214.8M
CMECME GROUP INC
$211.9M
APDAIR PRODS & CHEMS INC
$209.5M
MCOMOODYS CORP
$209.2M
ARTNAARTESIAN RES CORP
$207.8M
BMRNBIOMARIN PHARMACEUTICAL INC
$204.8M
DYNDYNE THERAPEUTICS INC
$201.1M
SLSSOLARIS RES INC
$182.1M
CLFCLEVELAND-CLIFFS INC NEW
$181.4M
AMCRAMCOR PLC
$180.9M
SBCSABRA HEALTH CARE REIT INC
$174.9M
AALAMERICAN AIRLS GROUP INC
$169.9M
NEXTNEXTDECADE CORP
$148.2M
BRYBERRY CORP
$144.4M
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