Brooklands Fund Management Ltd Top Holdings and 13F Report (2026) About Brooklands Fund Management LtdInvestment ActivityBrooklands Fund Management Ltd has $127.96 million in total holdings as of June 30, 2026.Brooklands Fund Management Ltd owns shares of 46 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 63.86% of the portfolio was purchased this quarter.About 21.78% of the portfolio was sold this quarter.This quarter, Brooklands Fund Management Ltd has purchased 56 new stocks and bought additional shares in 12 stocks.Brooklands Fund Management Ltd sold shares of 3 stocks and completely divested from 34 stocks this quarter.Largest Holdings Verizon Communications $17,763,693Expand Energy Corp $11,838,931Elevance Health $8,842,214Hurco Companies $7,821,362UnitedHealth Group $7,795,161 Largest New Holdings this Quarter 92343V104 - Verizon Communications $17,763,693 Holding253868103 - Digital Realty Trust $7,659,746 Holding86800U500 - Super Micro Computer Inc $3,349,903 Holding023135106 - Amazon.com $3,266,614 Holding023111404 - Amarin Corp PLC $2,741,449 Holding Largest Purchases this Quarter Verizon Communications 417,086 shares (about $17.76M)Elevance Health 21,100 shares (about $8.84M)UnitedHealth Group 18,213 shares (about $7.79M)Digital Realty Trust 43,795 shares (about $7.66M)Molina Healthcare 28,781 shares (about $6.70M) Largest Sales this Quarter Zoetis 55,756 shares (about $3.73M)Westwater Resources 539,700 shares (about $258.35K)Largo 35,119 shares (about $23.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrooklands Fund Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVZVerizon Communications$17,763,693$17,763,693 â–²New Holding417,08613.9%Communication ServicesExpand Energy Corp$11,838,931$2,074,567 â–²21.2%132,1909.3%EXPAND ENERGY CORPELVElevance Health$8,842,214$8,841,376 â–²1,055,000.0%21,1026.9%HealthcareHURCHurco Companies$7,821,3620.0%354,0686.1%IndustrialsUNHUnitedHealth Group$7,795,161$7,794,733 â–²1,821,300.0%18,2146.1%HealthcareDLRDigital Realty Trust$7,659,746$7,659,746 â–²New Holding43,7956.0%Real EstateMOHMolina Healthcare$6,703,794$6,703,095 â–²959,366.7%28,7845.2%HealthcarePBFPBF Energy$6,065,980$2,831,518 â–²87.5%125,1754.7%EnergyDARDarling Ingredients$5,619,777$928,186 â–²19.8%96,5104.4%Consumer StaplesFSLRFirst Solar$5,084,532$888,108 â–²21.2%22,3284.0%TechnologyForgent Power Solutions Inc$4,860,632$1,911,742 â–²64.8%108,8123.8%FORGENT POWER SOLUTIONS INCBloom Energy Corp$3,759,224$1,889,763 â–²101.1%2,222,0002.9%BLOOM ENERGY CORP 0.000% 11/15/30 CVTMXCTMaxCyte$3,674,027$848,901 â–²30.0%2,848,0832.9%HealthcareSuper Micro Computer Inc$3,349,903$3,349,903 â–²New Holding69,1502.6%SUPER MICRO COMPUTER INC 7.000% 06/01/29 CVTAMZNAmazon.com$3,266,614$3,266,614 â–²New Holding13,2802.6%Consumer DiscretionaryAmarin Corp PLC$2,741,449$2,741,449 â–²New Holding177,3252.1%AMARIN CORP PLC -ADRCHTRCharter Communications$2,594,776$2,594,776 â–²New Holding18,8002.0%Communication ServicesTAT&T$2,513,232$2,513,232 â–²New Holding119,1672.0%Communication ServicesSLBSLB$2,239,954$1,493,303 â–²200.0%48,0001.8%EnergyNVONovo Nordisk A/S$1,759,4890.0%35,4451.4%HealthcareAlphabet Inc$1,645,668$1,645,668 â–²New Holding32,2681.3%ALPHABET INC 6.250% 05/15/29 SR:A CVTERock Inc$1,416,089$1,416,089 â–²New Holding106,3131.1%EROCK INC-AZTSZoetis$1,259,806$3,728,726 â–¼-74.7%18,8381.0%HealthcareUPSUnited Parcel Service$1,230,4400.0%10,9901.0%IndustrialsUWMCUWM$1,198,5810.0%554,9000.9%FinanceRKTRocket Companies$1,109,8320.0%75,8600.9%FinanceAlphabet Inc$990,325$990,325 â–²New Holding19,5910.8%ALPHABET INC 6.250% 05/15/29 SR:B CVTNXTNextpower$802,769$802,769 â–²New Holding7,3750.6%IndustrialsKNSLKinsale Capital Group$611,3160.0%1,7530.5%FinanceCurbline Properties Corp$499,166$499,166 â–²New Holding16,2860.4%CURBLINE PROPERTIES CORPTLFTandy Leather Factory$498,302$23,100 â–²4.9%215,7170.4%Consumer DiscretionaryLGOLargo$482,270$23,361 â–¼-4.6%725,0000.4%MaterialsUnitedHealth Group Inc$50,100$50,100 â–²New Holding30.0%UNH US 01/21/28 C280Centene Corp$38,252$38,252 â–²New Holding100.0%CNC US 01/21/28 C30Molina Healthcare Inc$31,200$31,200 â–²New Holding30.0%MOH US 01/21/28 C150Elevance Health Inc$27,556$27,556 â–²New Holding30.0%ELV US 01/15/27 C310Amazon.com Inc$23,502$23,502 â–²New Holding30.0%AMZN US 12/15/28 C230Elevance Health Inc$20,830$20,830 â–²New Holding20.0%ELV US 01/21/28 C330Berkshire Hathaway Inc$19,680$19,680 â–²New Holding60.0%BRKB US 12/15/28 P480WWRWestwater Resources$16,898$258,353 â–¼-93.9%35,3000.0%IndustrialsInvesco QQQ Trust Series 1$13,050$13,050 â–²New Holding30.0%QQQ US 06/16/28 P590UnitedHealth Group Inc$10,625$10,625 â–²New Holding10.0%UNH US 12/17/27 C350Invesco QQQ Trust Series 1$7,523$7,523 â–²New Holding20.0%QQQ US 12/15/28 P560IWMiShares Russell 2000 ETF$296$296 â–²New Holding10.0%ETFCVXChevron$1740.0%10.0%EnergyGNRSPDR S&P Global Natural Resources ETF$68$68 â–²New Holding10.0%ETFMUMicron Technology$0$3,727,727 â–¼-100.0%00.0%TechnologyRRCRange Resources$0$3,399,659 â–¼-100.0%00.0%EnergyKinetik Holdings Inc$0$2,879,646 â–¼-100.0%00.0%KINETIK HOLDINGS INCARAntero Resources$0$2,865,167 â–¼-100.0%00.0%EnergyBAKBraskem$0$2,013,000 â–¼-100.0%00.0%MaterialsBCSBarclays$0$1,404,577 â–¼-100.0%00.0%FinanceMSFTMicrosoft$0$1,073,121 â–¼-100.0%00.0%TechnologyCPNGCoupang$0$1,038,627 â–¼-100.0%00.0%Consumer DiscretionaryCheniere Energy Inc$0$709,400 â–¼-100.0%00.0%CHENIERE ENERGY INCUAMYUnited States Antimony$0$611,100 â–¼-100.0%00.0%MaterialsBNOUnited States Brent Oil Fund$0$550,000 â–¼-100.0%00.0%ETFNova Minerals Ltd$0$352,200 â–¼-100.0%00.0%NOVA MINERALS LTD-ADRVenture Global Inc$0$330,960 â–¼-100.0%00.0%VENTURE GLOBAL INC-CL ABRK.BBerkshire Hathaway$0$310,712 â–¼-100.0%00.0%FinanceTIC Solutions Inc$0$282,940 â–¼-100.0%00.0%TIC SOLUTIONS INCMETAMeta Platforms$0$278,627 â–¼-100.0%00.0%Communication ServicesNMGNouveau Monde Graphite$0$268,800 â–¼-100.0%00.0%MaterialsDOWDOW$0$265,000 â–¼-100.0%00.0%MaterialsMPMP Materials$0$262,500 â–¼-100.0%00.0%MaterialsAMRNAmarin$0$225,523 â–¼-100.0%00.0%HealthcareHOODRobinhood Markets$0$194,040 â–¼-100.0%00.0%FinanceCFCF Industries$0$175,600 â–¼-100.0%00.0%MaterialsDBV Technologies SA$0$146,230 â–¼-100.0%00.0%DBV TECHNOLOGIES SA-SPON ADRMCOMoody's$0$88,120 â–¼-100.0%00.0%FinanceSPGIS&P Global$0$81,160 â–¼-100.0%00.0%FinanceCCJCameco$0$80,500 â–¼-100.0%00.0%EnergyCBUSCibus$0$65,356 â–¼-100.0%00.0%MaterialsALBAlbemarle$0$63,750 â–¼-100.0%00.0%IndustrialsPGRProgressive$0$38,604 â–¼-100.0%00.0%FinanceQQQInvesco QQQ$0$21,694 â–¼-100.0%00.0%ETFCNCCentene$0$16,221 â–¼-100.0%00.0%HealthcareCICigna Group$0$14,189 â–¼-100.0%00.0%HealthcareSMHVanEck Semiconductor ETF$0$13,832 â–¼-100.0%00.0%ETFCPRTCopart$0$6,640 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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