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 $450.8M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CHTR ($202.2M, 44.86%), OWL ($139.3M, 30.90%), INGM ($69.1M, 15.32%), FLUT ($18.4M, 4.07%), PYPL ($12.5M, 2.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CHTR | CHARTER COMMUNICATIONS INC | $202.2M | 44.86% | 936,751 | Added |
| 2 | OWL | BLUE OWL CAPITAL INC | $139.3M | 30.90% | 15.3M | Added |
| 3 | INGM | INGRAM MICRO HLDG CORP | $69.1M | 15.32% | 3.0M | Added |
| 4 | FLUT | FLUTTER ENTMT PLC | $18.4M | 4.07% | 180,000 | New |
| 5 | PYPL | PAYPAL HLDGS INC | $12.5M | 2.77% | 275,722 | Added |
| 6 | INMD | INMODE LTD | $8.3M | 1.84% | 606,403 | Added |
| 7 | OPRA | OPERA LTD | $620,809 | 0.14% | 43,535 | New |
| 8 | LESL | LESLIES INC | $509,174 | 0.11% | 454,620 | Hold |
| 9 | ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | Exited |
| 10 | AVT | AVNET INC | $0 | 0.00% | 0 | Exited |
| 11 | CVNA | CARVANA CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31