Standard Investments LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.8T

Holdings

15

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (15 positions)

#StockSharesValue% PortfolioType
1
SHELSHELL PLC
6,080,000$438.9B24.54%Call
2
ADSKAUTODESK INC
1,180,000$292.0B16.33%Call
3
PTCPTC INC
1,155,000$209.8B11.73%
4
AMZNAMAZON COM INC
1,050,000$202.9B11.35%
5
WABWABTEC
920,000$145.4B8.13%
6
CDWCDW CORP
555,000$124.2B6.95%
7
GTMZOOMINFO TECHNOLOGIES INC
7,000,000$89.4B5.00%
8
HONHONEYWELL INTL INC
390,000$83.3B4.66%
9
JCIJOHNSON CTLS INTL PLC
1,060,000$70.5B3.94%
10
EVCMEVERCOMMERCE INC
6,115,000$67.1B3.75%
11
AVTRAVANTOR INC
2,890,000$61.3B3.43%
12
7SUSUMMIT MATLS INC
83,321$3.1B0.17%
13
ACHR/WSARCHER AVIATION INC
416,666$155.2M0.01%
14
CCIXCHURCHILL CAPITAL CORP VII
300,000$105.0M0.01%
15
SLDPWSOLID POWER INC
266,666$44.0M0.00%