FIFTHDELTA Ltd
Q1 2025 13F Holdings
- Locationlondon, X0
- Num holdings
13
- Value ($000)
$399,511
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001872766
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ON ON SEMICONDUCTOR CORP | COM | 682189105 | $53.63M | 13 % | 1,317,968 | ||
VC VISTEON CORP | COM NEW | 92839U206 | $52.91M | 13 % | 681,683 | ||
HUN HUNTSMAN CORP | COM | 447011107 | $52.87M | 13 % | 3,348,553 | ||
BWA BORGWARNER INC | COM | 099724106 | $52.44M | 13 % | 1,830,500 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $43.82M | 11 % | 264,000 | ||
QCOM QUALCOMM INC | COM | 747525103 | $34.19M | 9 % | 222,600 | ||
DOW DOW INC | COM | 260557103 | $29.69M | 7 % | 850,157 | ||
GM GENERAL MTRS CO | COM | 37045V100 | $27.95M | 7 % | 594,300 | ||
PPG PPG INDS INC | COM | 693506107 | $19.51M | 5 % | 178,400 | ||
ALGM ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | $12.71M | 3 % | 505,600 |
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