MIRABELLA FINANCIAL SERVICES LLP Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$1.1B

Holdings

661

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (661 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	ADSEADS TEC ENERGY PLC	18,113,463	$229.0M	21.32%
2	CSGS 3.875 09/15/28CSG SYS INTL INC	42,500,000	$50.0M	4.66%
3	CVNACARVANA CO	96,199	$40.0M	3.72%
4	BUSEFIRST BUSEY CORP	1,187,651	$28.0M	2.61%
5	SKINTHE BEAUTY HEALTH COMPANY	18,711,263	$26.0M	2.42%
6	KFSKINGSWAY FINL SVCS INC	1,983,825	$26.0M	2.42%
7	XOPSPDR SERIES TRUST	200,000	$25.0M	2.33%	Call
8	REEVEREST GROUP LTD	62,448	$21.0M	1.96%
9	KSPIKASPI KZ JSC	247,500	$19.0M	1.77%
10	IWMISHARES TR	61,000	$15.0M	1.40%
11	RCI/BROGERS COMMUNICATIONS INC	390,111	$14.0M	1.30%
12	GOOGALPHABET INC	41,657	$13.0M	1.21%
13	MXCTGBXMAXCYTE INC	8,200,000	$12.0M	1.12%
14	DKNGDRAFTKINGS INC NEW	318,761	$10.0M	0.93%
15	SPYSPDR S&P 500 ETF TR	15,400	$10.0M	0.93%
16	XOMEXXON MOBIL CORP	90,291	$10.0M	0.93%	Put
17	IBKRINTERACTIVE BROKERS GROUP IN	166,501	$10.0M	0.93%
18	AXSAXIS CAP HLDGS LTD	87,366	$9.0M	0.84%
19	LQDALIQUIDIA CORPORATION	247,799	$8.0M	0.74%
20	EQNREQUINOR ASA	300,000	$7.0M	0.65%
21	JCIJOHNSON CTLS INTL PLC	50,278	$6.0M	0.56%
22	SRLNSSGA ACTIVE ETF TR	156,900	$6.0M	0.56%
23	FSUNFIRSTSUN CAP BANCORP	166,075	$6.0M	0.56%
24	PHPARKER-HANNIFIN CORP	7,176	$6.0M	0.56%
25	MRVIMARAVAI LIFESCIENCES HLDGS I	2,110,545	$6.0M	0.56%
26	TXNM 5.75 06/01/54TXNM ENERGY INC	5,000,000	$6.0M	0.56%
27	BANCBANC OF CALIFORNIA INC	347,887	$6.0M	0.56%
28	PCARPACCAR INC	47,444	$5.0M	0.47%
29	ETORETORO GROUP LTD	158,300	$5.0M	0.47%
30	AMZNAMAZON COM INC	21,706	$5.0M	0.47%
31	CMICUMMINS INC	9,838	$5.0M	0.47%
32	WABWABTEC	23,532	$5.0M	0.47%
33	MMM3M CO	33,524	$5.0M	0.47%
34	NUNU HLDGS LTD	333,946	$5.0M	0.47%
35	METAMETA PLATFORMS INC	7,599	$5.0M	0.47%
36	BACVERIZON COMMUNICATIONS INC	138,094	$5.0M	0.47%
37	XPXP INC	262,897	$4.0M	0.37%
38	ALLEALLEGION PLC	26,258	$4.0M	0.37%
39	NVDANVIDIA CORPORATION	24,517	$4.0M	0.37%
40	RSIRUSH STREET INTERACTIVE INC	246,484	$4.0M	0.37%
41	VMCVULCAN MATLS CO	15,150	$4.0M	0.37%
42	HONHONEYWELL INTL INC	23,814	$4.0M	0.37%
43	OMCOMNICOM GROUP INC	61,589	$4.0M	0.37%
44	IFSINTERCORP FINL SVCS INC	106,981	$4.0M	0.37%
45	MSFTMICROSOFT CORP	8,498	$4.0M	0.37%
46	LAURLAUREATE EDUCATION INC	144,156	$4.0M	0.37%
47	FCFSFIRSTCASH HOLDINGS INC	24,822	$3.0M	0.28%
48	BAPCREDICORP LTD	11,588	$3.0M	0.28%
49	AUGOAURA MINERALS INC	78,200	$3.0M	0.28%
50	VISTVISTA ENERGY S.A.B. DE C.V.	68,556	$3.0M	0.28%
51	DLODLOCAL LTD	251,386	$3.0M	0.28%
52	FCXFREEPORT-MCMORAN INC	63,648	$3.0M	0.28%
53	EPAMEPAM SYS INC	19,144	$3.0M	0.28%
54	PSMTPRICESMART INC	31,383	$3.0M	0.28%
55	JBSJBS N.V.	270,782	$3.0M	0.28%
56	ADSEADS TEC ENERGY PLC	361,392	$3.0M	0.28%
57	DOXAMDOCS LTD	27,834	$2.0M	0.19%
58	SESEA LTD	17,909	$2.0M	0.19%
59	CATCATERPILLAR INC	5,202	$2.0M	0.19%
60	ONON SEMICONDUCTOR CORP	39,471	$2.0M	0.19%
61	BSYBENTLEY SYS INC	68,714	$2.0M	0.19%
62	TECK/BTECK RESOURCES LTD	42,938	$2.0M	0.19%
63	GLOBGLOBANT S A	36,818	$2.0M	0.19%
64	CXCEMEX SAB DE CV	227,828	$2.0M	0.19%
65	GTLBGITLAB INC	62,076	$2.0M	0.19%
66	AMATAPPLIED MATLS INC	9,850	$2.0M	0.19%
67	FWONALIBERTY MEDIA CORP DEL	25,732	$2.0M	0.19%
68	VALEVALE S A	181,158	$2.0M	0.19%
69	AEROGRUPO AEROMEXICO SAB DE CV	119,893	$2.0M	0.19%
70	ADSKAUTODESK INC	9,746	$2.0M	0.19%
71	WDAYWORKDAY INC	6,238	$1.0M	0.09%
72	UBSUBS GROUP AG	37,169	$1.0M	0.09%
73	WKWORKIVA INC	16,228	$1.0M	0.09%
74	EFRENERGY FUELS INC	75,000	$1.0M	0.09%
75	ENQENTEGRIS INC	18,264	$1.0M	0.09%
76	CEPUCENTRAL PUERTO S A	72,980	$1.0M	0.09%
77	TTWOTAKE-TWO INTERACTIVE SOFTWAR	6,231	$1.0M	0.09%
78	TIGOMILLICOM INTL CELLULAR S A	18,726	$1.0M	0.09%
79	OTISOTIS WORLDWIDE CORP	15,000	$1.0M	0.09%
80	EUENCORE ENERGY CORP	600,000	$1.0M	0.09%
81	AMRZAMRIZE LTD	20,000	$1.0M	0.09%
82	BWABORGWARNER INC	30,681	$1.0M	0.09%
83	GRABGRAB HOLDINGS LIMITED	363,054	$1.0M	0.09%
84	MTBM & T BK CORP	5,880	$1.0M	0.09%
85	LTMLATAM AIRLINES GROUP SA	22,500	$1.0M	0.09%
86	TBBBBBB FOODS INC	32,626	$1.0M	0.09%
87	BVNCOMPANIA DE MINAS BUENAVENTU	54,307	$1.0M	0.09%
88	KLICKULICKE & SOFFA INDS INC	23,615	$1.0M	0.09%
89	BEPBROOKFIELD RENEWABLE PARTNER	62,600	$1.0M	0.09%
90	TXNTEXAS INSTRS INC	10,678	$1.0M	0.09%
91	KEYKEYCORP	58,979	$1.0M	0.09%
92	PNRPENTAIR PLC	13,071	$1.0M	0.09%
93	GPRKGEOPARK LTD	251,600	$1.0M	0.09%
94	BIPBROOKFIELD INFRAST PARTNERS	50,400	$1.0M	0.09%
95	VINPVINCI COMPASS INVESTMENTS LT	106,283	$1.0M	0.09%
96	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,500	$1.0M	0.09%
97	FEYFUELCELL ENERGY INC	233,787	$1.0M	0.09%
98	FULTFULTON FINL CORP PA	57,288	$1.0M	0.09%
99	DOVDOVER CORP	9,897	$1.0M	0.09%
100	XYLXYLEM INC	8,013	$1.0M	0.09%

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