MIRABELLA FINANCIAL SERVICES LLP Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$1.2T

Holdings

240

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (240 positions)

#StockSharesValue% PortfolioType
101
UNPUNION PAC CORP
10,281$2.4B0.20%
102
APOAPOLLO GLOBAL MGMT INC
18,169$2.4B0.20%
103
PANWPALO ALTO NETWORKS INC
11,645$2.4B0.20%
104
CRMSALESFORCE INC
9,925$2.3B0.19%
105
KHCKRAFT HEINZ CO
90,255$2.3B0.19%
106
DALDELTA AIR LINES INC DEL
41,137$2.3B0.19%
107
OGEOGE ENERGY CORP
50,313$2.3B0.19%
108
PHPARKER-HANNIFIN CORP
3,054$2.3B0.19%
109
FCXFREEPORT-MCMORAN INC
58,229$2.3B0.19%
110
RMERESMED INC
8,302$2.3B0.19%
111
BLDTOPBUILD CORP
5,747$2.2B0.19%
112
MLB1MERCADOLIBRE INC
954$2.2B0.18%
113
PTCPTC INC
10,807$2.2B0.18%
114
ARGXARGENX SE
2,976$2.2B0.18%
115
WMTWALMART INC
21,186$2.2B0.18%
116
DLODLOCAL LTD
3,842$2.2B0.18%
117
JLLJONES LANG LASALLE INC
7,211$2.1B0.18%
118
VRTXVERTEX PHARMACEUTICALS INC
5,377$2.1B0.17%
119
RCI/BROGERS COMMUNICATIONS INC
60,722$2.1B0.17%
120
VISTVISTA ENERGY S.A.B. DE C.V.
59,474$2.0B0.17%
121
PLDPROLOGIS INC.
17,738$2.0B0.17%
122
SUSUNCOR ENERGY INC NEW
47,848$2.0B0.17%
123
LEALEAR CORP
19,895$2.0B0.17%
124
FFORD MTR CO
165,592$2.0B0.16%
125
BJBJS WHSL CLUB HLDGS INC
21,167$2.0B0.16%
126
EXPDEXPEDITORS INTL WASH INC
15,218$1.9B0.15%
127
IBPINSTALLED BLDG PRODS INC
7,488$1.8B0.15%
128
BMYBRISTOL-MYERS SQUIBB CO
40,545$1.8B0.15%
129
GMGENERAL MTRS CO
29,694$1.8B0.15%
130
ODFLOLD DOMINION FREIGHT LINE IN
12,399$1.7B0.14%
131
ROLROLLINS INC
29,657$1.7B0.14%
132
CITCINTAS CORP
8,416$1.7B0.14%
133
CDWCDW CORP
10,721$1.7B0.14%
134
SLVMSYLVAMO CORP
38,351$1.7B0.14%
135
CHDCHURCH & DWIGHT CO INC
18,778$1.6B0.14%
136
CRWDCROWDSTRIKE HLDGS INC
3,336$1.6B0.14%
137
NBISNEBIUS GROUP N.V.
14,100$1.6B0.13%
138
BROBROWN & BROWN INC
16,844$1.6B0.13%
139
OTISOTIS WORLDWIDE CORP
17,100$1.6B0.13%
140
TIGOMILLICOM INTL CELLULAR S A
31,706$1.5B0.13%
141
RRCRANGE RES CORP
40,244$1.5B0.13%
142
ALBALBEMARLE CORP
18,563$1.5B0.12%
143
CPCANADIAN PACIFIC KANSAS CITY
19,946$1.5B0.12%
144
RSRELIANCE INC
5,284$1.5B0.12%
145
INTUINTUIT
2,161$1.5B0.12%
146
CPRTCOPART INC
32,770$1.5B0.12%
147
SBACSBA COMMUNICATIONS CORP NEW
7,600$1.5B0.12%
148
LADLITHIA MTRS INC
4,639$1.5B0.12%
149
OXYOCCIDENTAL PETE CORP
29,566$1.4B0.12%
150
MCXMCCORMICK & CO INC
20,868$1.4B0.12%
151
CSGPCOSTAR GROUP INC
16,340$1.4B0.11%
152
PNCPNC FINL SVCS GROUP INC
6,756$1.4B0.11%
153
OLLIOLLIES BARGAIN OUTLET HLDGS
10,286$1.3B0.11%
154
USBUS BANCORP DEL
27,171$1.3B0.11%
155
TAPMOLSON COORS BEVERAGE CO
28,836$1.3B0.11%
156
WDAYWORKDAY INC
5,408$1.3B0.11%
157
NEMNEWMONT CORP
15,335$1.3B0.11%
158
CTRACOTERRA ENERGY INC
53,656$1.3B0.10%
159
HEIHEICO CORP NEW
4,850$1.2B0.10%
160
CMCSACOMCAST CORP NEW
37,878$1.2B0.10%
161
SAIASAIA INC
3,914$1.2B0.10%
162
NXPINXP SEMICONDUCTORS N V
5,029$1.1B0.09%
163
BNBROOKFIELD CORP
16,560$1.1B0.09%
164
RALRALLIANT CORP
24,700$1.1B0.09%
165
VINPVINCI COMPASS INVESTMENTS LT
5,640$1.1B0.09%
166
CMBTCMB.TECH NV
109,941$1.0B0.09%
167
CRCCANADIAN NAT RES LTD
31,331$1.0B0.08%
168
RPMRPM INTL INC
8,118$955.2M0.08%
169
CIB1NGRUPO CIBEST SA
15,779$819.6M0.07%
170
KBIAKB FINL GROUP INC
9,667$799.9M0.07%
171
GLOBGLOBANT S A
13,918$798.6M0.07%
172
CXCEMEX SAB DE CV
85,628$769.8M0.06%
173
DOXAMDOCS LTD
8,546$701.2M0.06%
174
GILDGILEAD SCIENCES INC
5,807$643.3M0.05%
175
IPGINTERPUBLIC GROUP COS INC
21,594$602.7M0.05%
176
GLIBKGCI LIBERTY INC
15,000$559.0M0.05%
177
DINOHF SINCLAIR CORP
9,647$504.9M0.04%
178
JBLUJETBLUE AWYS CORP
88,896$437.4M0.04%
179
SATSECHOSTAR CORP
5,500$420.0M0.03%
180
OPCHOPTION CARE HEALTH INC
13,156$365.2M0.03%
181
GGENPACT LIMITED
8,519$356.9M0.03%
182
WKWORKIVA INC
4,067$350.1M0.03%
183
MKSIMKS INC.
2,775$343.5M0.03%
184
CAHCARDINAL HEALTH INC
2,052$322.1M0.03%
185
ASHASHLAND INC
6,128$293.6M0.02%
186
MMSIMERIT MED SYS INC
3,430$285.5M0.02%
187
SCCOSOUTHERN COPPER CORP
2,344$284.5M0.02%
188
NVSTENVISTA HOLDINGS CORPORATION
13,558$276.2M0.02%
189
ITGRINTEGER HLDGS CORP
2,649$273.7M0.02%
190
UGIUGI CORP NEW
8,111$269.8M0.02%
191
HASHASBRO INC
3,541$268.6M0.02%
192
TTEKTETRA TECH INC NEW
7,796$260.2M0.02%
193
CLFCLEVELAND-CLIFFS INC NEW
20,505$250.2M0.02%
194
EEFTEURONET WORLDWIDE INC
2,799$245.8M0.02%
195
OSKOSHKOSH CORP
1,886$244.6M0.02%
196
AVAAVISTA CORP
6,319$238.9M0.02%
197
CDZICADIZ INC
50,000$236.0M0.02%
198
MTGMGIC INVT CORP WIS
8,292$235.2M0.02%
199
SWXSOUTHWEST GAS HLDGS INC
2,916$228.4M0.02%
200
HPHELMERICH & PAYNE INC
10,330$228.2M0.02%
PreviousPage 2 of 3Next