FIFTHDELTA Ltd

Q2 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    9

  • Value ($000)

    $310,371

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001872766
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
QCOM
QCOM

QUALCOMM INC

COM
747525103
$63.78M
21 %

400,500

CMI
CMI

CUMMINS INC

COM
231021106
$54.24M
18 %

165,619

ON
ON

ON SEMICONDUCTOR CORP

COM
682189105
$38.36M
12 %

731,999

BWA
BWA

BORGWARNER INC

COM
099724106
$36.93M
12 %

1,103,191

HUN
HUN

HUNTSMAN CORP

COM
447011107
$36.44M
12 %

3,497,455

VC
VC

VISTEON CORP

COM NEW
92839U206
$29.36M
10 %

314,710

PHIN
PHIN

PHINIA INC

COMMON STOCK
71880K101
$29.33M
10 %

659,280

BB
BB

BLACKBERRY LTD

COM
09228F103
$16.19M
5 %

3,535,858

---

MOBILEYE GLOBAL INC

COMMON CLASS A
60741F104
$5.72M
2 %

317,944

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