QVIDTVM Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
QVIDTVM Management LLC disclosed 8 US equity positions worth $113.1m in its Q1 2025 13F filing. The largest position was SOLV at 34.5% of the reported book, followed by BIO and RTO. Against the Q4 2024 filing, it opened 1 new position, added to 5 and reduced 2 among the top 8 holdings.
What did QVIDTVM Management LLC own in Q1 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SOLV SOLVENTUM CORP | Healthcare | 34.5% | $39.1m | 513,926 | -9% | reduced |
| 2 | BIO BIO RAD LABS INC | Healthcare | 27.2% | $30.7m | 126,200 | 6% | added |
| 3 | RTO RENTOKIL INITIAL PLC | 13.3% | $15.0m | 656,676 | 1% | added | |
| 4 | COTY COTY INC | Consumer Defensive | 7.8% | $8.8m | 1,605,020 | – | new |
| 5 | XRAY DENTSPLY SIRONA INC | Healthcare | 6.1% | $6.9m | 463,866 | 1% | added |
| 6 | BRCC BRC INC | 6.1% | $6.9m | 3,301,681 | 1% | added | |
| 7 | ZGN ERMENEGILDO ZEGNA N V | Consumer Cyclical | 2.7% | $3.1m | 420,129 | 11% | added |
| 8 | WAB WABTEC | Industrials | 2.2% | $2.5m | 14,001 | -65% | 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.