Alua Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Alua Capital Management LP disclosed 1 US equity positions worth $102.7m in its Q2 2026 13F filing. The largest position was VVV at 100.0% of the reported book. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 1 holdings.
What did Alua Capital Management LP own in Q2 2026? Top 1 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | VVV VALVOLINE INC | Consumer Cyclical | 100.0% | $102.7m | 2,597,673 | -25% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.