Lind Value II ApS 13F Holdings · Q2 2026
Lind Value II ApS reported 7 securities worth $622.03M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CHTR (50.84%), OWL (23.52%), INGM (12.03%). Among its top 25 positions this quarter: 4 added, 2 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | $316.3M | 50.84% | 2.2M | Added |
| 2 | OWL | BLUE OWL CAPITAL INC | $146.3M | 23.52% | 16.7M | Added |
| 3 | INGM | INGRAM MICRO HLDG CORP | $74.8M | 12.03% | 2.7M | Trimmed |
| 4 | FLUT | FLUTTER ENTMT PLC | $60.7M | 9.75% | 593,676 | Added |
| 5 | PYPL | PAYPAL HLDGS INC | $14.0M | 2.25% | 323,471 | Added |
| 6 | INMD | INMODE LTD | $5.4M | 0.87% | 368,887 | Trimmed |
| 7 | LESL | LESLIES INC | $4.6M | 0.74% | 454,620 | Hold |
| 8 | OPRA | OPERA LTD | $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