Alua Capital Management LP 13F Holdings · Q2 2026
Alua Capital Management LP reported 1 securities worth $102.71M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VVV (100.00%), AMZN (0.00%), AYI (0.00%). Among its top 25 positions this quarter: 1 trimmed, 14 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VVV | VALVOLINE INC | $102.7M | 100.00% | 2.6M | Trimmed |
| 2 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 3 | AYI | ACUITY INC | $0 | 0.00% | 0 | Exited |
| 4 | AZO | AUTOZONE INC | $0 | 0.00% | 0 | Exited |
| 5 | BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | Exited |
| 6 | CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | Exited |
| 7 | COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | Exited |
| 8 | FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | Exited |
| 9 | FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | Exited |
| 10 | IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | Exited |
| 11 | IWM | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 12 | NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | Exited |
| 13 | ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | Exited |
| 14 | ROKU | ROKU INC | $0 | 0.00% | 0 | Exited |
| 15 | TV | GRUPO TELEVISA S A B | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR