Fifthdelta LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Fifthdelta LTD disclosed 11 US equity positions worth $724.8m in its Q1 2026 13F filing. The largest position was AXALTA COATING SYS LTD at 15.3% of the reported book, followed by TEL and BB.
What did Fifthdelta LTD own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AXALTA COATING SYS LTD | 15.3% | $111.0m | 4,007,579 | – | ||
| 2 | TEL TE CONNECTIVITY PLC | Technology | 14.8% | $107.2m | 512,863 | – | |
| 3 | BB BLACKBERRY LTD | Technology | 11.8% | $85.7m | 26,445,027 | – | |
| 4 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 10.2% | $73.6m | 217,731 | – | |
| 5 | OTIS OTIS WORLDWIDE CORP | Industrials | 9.9% | $71.5m | 927,190 | – | |
| 6 | NXPI NXP SEMICONDUCTORS N V | Technology | 8.0% | $57.9m | 294,292 | – | |
| 7 | VC VISTEON CORP | Consumer Cyclical | 7.7% | $56.0m | 614,287 | – | |
| 8 | ALSN ALLISON TRANSMISSION HLDGS I | Consumer Cyclical | 7.5% | $54.2m | 462,874 | – | |
| 9 | HOG HARLEY DAVIDSON INC | Consumer Cyclical | 5.9% | $43.1m | 2,130,300 | – | |
| 10 | ALLE ALLEGION PLC | Industrials | 5.0% | $36.6m | 251,719 | – | |
| 11 | AMBA AMBARELLA INC | Technology | 3.9% | $28.1m | 546,538 | – |
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.