Mirabella Financial Services LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Mirabella Financial Services LLP disclosed 884 US equity positions worth $1.0bn in its Q1 2026 13F filing. The largest position was ADS TEC ENERGY PLC at 24.7% of the reported book, followed by CSG SYS INTL INC and BUSE.
What did Mirabella Financial Services LLP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ADS TEC ENERGY PLC | 24.7% | $255.0m | 22,169,949 | – | ||
| 2 | CSG SYS INTL INC | 3.2% | $33.1m | 37,239,000 | – | ||
| 3 | BUSE FIRST BUSEY CORP | Financial Services | 3.1% | $31.6m | 1,249,884 | – | |
| 4 | EG EVEREST GROUP LTD | Financial Services | 1.9% | $19.8m | 60,507 | – | |
| 5 | FSUN FIRSTSUN CAP BANCORP | 1.6% | $16.7m | 459,401 | – | ||
| 6 | OCFC OCEANFIRST FINL CORP | Financial Services | 1.4% | $14.4m | 798,906 | – | |
| 7 | GRND GRINDR INC | Technology | 0.8% | $8.1m | 667,200 | – | |
| 8 | STNG SCORPIO TANKERS INC | Energy | 0.7% | $7.6m | 101,530 | – | |
| 9 | HUBB HUBBELL INC | Industrials | 0.7% | $7.1m | 14,513 | – | |
| 10 | PH PARKER-HANNIFIN CORP | Industrials | 0.7% | $6.9m | 7,659 | – | |
| 11 | JCI JOHNSON CONTROLS INTERNATION | Industrials | 0.7% | $6.8m | 51,798 | – | |
| 12 | CMI CUMMINS INC | Industrials | 0.6% | $6.4m | 11,964 | – | |
| 13 | MMM 3M CO | Industrials | 0.6% | $6.4m | 44,129 | – | |
| 14 | VMC VULCAN MATLS CO | Basic Materials | 0.6% | $6.2m | 22,660 | – | |
| 15 | TXNM ENERGY INC | 0.6% | $5.8m | 5,000,000 | – | ||
| 16 | ETOR ETORO GROUP LTD | Financial Services | 0.5% | $5.6m | 186,900 | – | |
| 17 | ADS TEC ENERGY PLC | 0.5% | $5.4m | 699,912 | – | ||
| 18 | JBS JBS N.V. | Consumer Defensive | 0.5% | $5.3m | 294,468 | – | |
| 19 | SGOV ISHARES TR | 0.5% | $5.0m | 49,800 | – | ||
| 20 | DG DOLLAR GEN CORP | Consumer Defensive | 0.5% | $4.7m | 39,500 | – | |
| 21 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 0.5% | $4.6m | 61,580 | – | |
| 22 | FIVE FIVE BELOW INC | Consumer Cyclical | 0.4% | $4.3m | 18,900 | – | |
| 23 | GOOG ALPHABET INC | Communication Services | 0.4% | $4.2m | 14,757 | – | |
| 24 | AES AES CORP | Utilities | 0.4% | $3.8m | 273,124 | – | |
| 25 | UNIT UNITI GROUP LLC | Real Estate | 0.4% | $3.8m | 408,627 | – | |
| 26 | DLO DLOCAL LTD | Technology | 0.4% | $3.6m | 279,668 | – | |
| 27 | AME AMETEK INC | Industrials | 0.4% | $3.6m | 16,917 | – | |
| 28 | BOOT BOOT BARN HLDGS INC | Consumer Cyclical | 0.4% | $3.6m | 24,684 | – | |
| 29 | VRT VERTIV HOLDINGS CO | Industrials | 0.3% | $3.6m | 14,282 | – | |
| 30 | FCFS FIRSTCASH HOLDINGS INC | Financial Services | 0.3% | $3.5m | 18,819 | – | |
| 31 | ECHO ECHOSTAR CORP | Communication Services | 0.3% | $3.5m | 30,156 | – | |
| 32 | TDAY USA TODAY CO INC | Communication Services | 0.3% | $3.5m | 499,917 | – | |
| 33 | WAB WABTEC | Industrials | 0.3% | $3.5m | 14,091 | – | |
| 34 | CRS CARPENTER TECHNOLOGY CORP | Industrials | 0.3% | $3.5m | 8,934 | – | |
| 35 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 0.3% | $3.5m | 147,656 | – | |
| 36 | DAN DANA INC | Consumer Cyclical | 0.3% | $3.5m | 103,910 | – | |
| 37 | KOF COCA-COLA FEMSA SAB DE CV | Consumer Defensive | 0.3% | $3.5m | 35,819 | – | |
| 38 | INTR INTER & CO INC | Financial Services | 0.3% | $3.5m | 436,185 | – | |
| 39 | PSMT PRICESMART INC | Consumer Defensive | 0.3% | $3.4m | 22,851 | – | |
| 40 | VST VISTRA CORP | Utilities | 0.3% | $3.4m | 22,629 | – | |
| 41 | AUGO AURA MINERALS INC | 0.3% | $3.4m | 41,470 | – | ||
| 42 | TDS TELEPHONE & DATA SYS INC | Communication Services | 0.3% | $3.4m | 80,187 | – | |
| 43 | SHOO MADDEN STEVEN LTD | Consumer Cyclical | 0.3% | $3.4m | 99,225 | – | |
| 44 | CIEN CIENA CORP | Technology | 0.3% | $3.3m | 8,604 | – | |
| 45 | XP XP INC | Financial Services | 0.3% | $3.3m | 175,320 | – | |
| 46 | HONGBP HONEYWELL INTL INC | 0.3% | $3.3m | 14,767 | – | ||
| 47 | SOC SABLE OFFSHORE CORP | Energy | 0.3% | $3.3m | 201,352 | – | |
| 48 | FLR FLUOR CORP | Industrials | 0.3% | $3.3m | 70,763 | – | |
| 49 | APH AMPHENOL CORP | Technology | 0.3% | $3.3m | 25,933 | – | |
| 50 | BAP CREDICORP LTD | Financial Services | 0.3% | $3.3m | 9,653 | – |
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.