Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FIFTHDELTA Ltd (CIK 1872766) reported $724.8M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AXTA ($111.0M, 15.32%), TEL ($107.2M, 14.79%), BB ($85.7M, 11.82%), TSM ($73.6M, 10.15%), OTIS ($71.5M, 9.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AXTA | AXALTA COATING SYS LTD | $111.0M | 15.32% | 4.0M | Added |
| 2 | TEL | TE CONNECTIVITY PLC | $107.2M | 14.79% | 512,863 | New |
| 3 | BB | BLACKBERRY LTD | $85.7M | 11.82% | 26.4M | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $73.6M | 10.15% | 217,731 | New |
| 5 | OTIS | OTIS WORLDWIDE CORP | $71.5M | 9.86% | 927,190 | Added |
| 6 | NXPI | NXP SEMICONDUCTORS N V | $57.9M | 7.99% | 294,292 | Added |
| 7 | VC | VISTEON CORP | $56.0M | 7.72% | 614,287 | New |
| 8 | ALSN | ALLISON TRANSMISSION HLDGS I | $54.2M | 7.48% | 462,874 | Trimmed |
| 9 | HOG | HARLEY DAVIDSON INC | $43.1M | 5.94% | 2.1M | Added |
| 10 | ALLE | ALLEGION PLC | $36.6M | 5.05% | 251,719 | New |
| 11 | AMBA | AMBARELLA INC | $28.1M | 3.88% | 546,538 | New |
| 12 | CMI | CUMMINS INC | $0 | 0.00% | 0 | Exited |
| 13 | ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | Exited |
| 14 | QCOM | QUALCOMM INC | $0 | 0.00% | 0 | Exited |
| 15 | CNHI | CNH INDL N V | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31