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.
Lind Value II ApS (CIK 1891185) reported $622.0M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CHTR ($316.3M, 50.84%), OWL ($146.3M, 23.52%), INGM ($74.8M, 12.03%), FLUT ($60.7M, 9.75%), PYPL ($14.0M, 2.25%). Source: SEC Form 13F.
| 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