Lind Value Ii Aps Top Holdings and 13F Report (2025) About Lind Value Ii ApsInvestment ActivityLind Value Ii Aps has $227.46 million in total holdings as of June 30, 2025.Lind Value Ii Aps owns shares of 10 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 18.63% of the portfolio was purchased this quarter.About 35.02% of the portfolio was sold this quarter.This quarter, Lind Value Ii Aps has purchased 9 new stocks and bought additional shares in 2 stocks.Lind Value Ii Aps sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings TD SYNNEX $71,001,904Avnet $44,265,057Arrow Electronics $38,856,593Ingram Micro Holding Corp $24,995,392Macy's $13,908,491 Largest New Holdings this Quarter 457152106 - Ingram Micro Holding Corp $24,995,392 HoldingG89479102 - Torm $7,283,052 HoldingM5425M103 - InMode $3,930,106 Holding Largest Purchases this Quarter Ingram Micro Holding Corp 1,199,395 shares (about $25.00M)Torm 437,158 shares (about $7.28M)Novo Nordisk A/S 68,939 shares (about $4.76M)InMode 272,168 shares (about $3.93M)Macy's 121,280 shares (about $1.41M) Largest Sales this Quarter Arrow Electronics 227,645 shares (about $29.01M)TD SYNNEX 185,418 shares (about $25.16M)Avnet 169,966 shares (about $9.02M)DigitalBridge Group 668,724 shares (about $6.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLind Value Ii Aps Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSNXTD SYNNEX$71,001,904$25,161,223 ▼-26.2%523,22731.2%Computer and TechnologyAVTAvnet$44,265,057$9,021,795 ▼-16.9%833,93119.5%Computer and TechnologyARWArrow Electronics$38,856,593$29,008,803 ▼-42.7%304,92517.1%Computer and TechnologyIngram Micro Holding Corp$24,995,392$24,995,392 ▲New Holding1,199,39511.0%COMMMacy's$13,908,491$1,414,125 ▲11.3%1,192,8386.1%Retail/WholesaleDBRGDigitalBridge Group$13,590,099$6,921,294 ▼-33.7%1,313,0536.0%FinanceTRMDTorm$7,283,052$7,283,052 ▲New Holding437,1583.2%TransportationNVONovo Nordisk A/S$5,813,210$4,758,170 ▲451.0%84,2252.6%MedicalINMDInMode$3,930,106$3,930,106 ▲New Holding272,1681.7%MedicalLESLLeslie's$3,817,8990.0%9,092,4011.7%Consumer StaplesFrontline PLC$0$5,898,747 ▼-100.0%00.0%COMTORM PLC$0$3,648,886 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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