Lind Value Ii Aps Top Holdings and 13F Report (2026) About Lind Value Ii ApsInvestment ActivityLind Value Ii Aps has $450.83 million in total holdings as of March 31, 2026.Lind Value Ii Aps owns shares of 8 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 51.68% of the portfolio was purchased this quarter.About 19.21% of the portfolio was sold this quarter.This quarter, Lind Value Ii Aps has purchased 9 new stocks and bought additional shares in 5 stocks.Lind Value Ii Aps sold shares of 0 stocks and completely divested from 3 stocks this quarter.Largest Holdings Charter Communications $202,225,806Blue Owl Capital $139,301,413INGRAM MICRO HLDG CORP $69,053,054FLUTTER ENTMT PLC $18,351,000PayPal $12,470,906 Largest New Holdings this Quarter G3643J108 - FLUTTER ENTMT PLC $18,351,000 Holding68373M107 - Opera $620,809 Holding Largest Purchases this Quarter Blue Owl Capital 13,201,073 shares (about $120.53M)Charter Communications 318,378 shares (about $68.73M)FLUTTER ENTMT PLC 180,000 shares (about $18.35M)INGRAM MICRO HLDG CORP 542,833 shares (about $12.65M)InMode 485,310 shares (about $6.64M) 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 PortfolioSectorCHTRCharter Communications$202,225,806$68,731,443 â–²51.5%936,75144.9%Consumer DiscretionaryOWLBlue Owl Capital$139,301,413$120,525,796 â–²641.9%15,257,54830.9%FinanceINGRAM MICRO HLDG CORP$69,053,054$12,653,437 â–²22.4%2,962,37915.3%COMFLUTTER ENTMT PLC$18,351,000$18,351,000 â–²New Holding180,0004.1%SHSPYPLPayPal$12,470,906$5,488,072 â–²78.6%275,7222.8%Business ServicesINMDInMode$8,295,593$6,639,041 â–²400.8%606,4031.8%MedicalOPRAOpera$620,809$620,809 â–²New Holding43,5350.1%Computer and TechnologyLESLIES INC$509,1740.0%454,6200.1%COMAVTAvnet$0$44,320,721 â–¼-100.0%00.0%Computer and TechnologyARWArrow Electronics$0$42,228,689 â–¼-100.0%00.0%Computer and TechnologyCVNACarvana$0$50,642 â–¼-100.0%00.0%Retail/WholesaleShowing 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 Email Me a Login Link 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.
