Nekton Capital Ltd.

Q2 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    13

  • Value ($000)

    $49,320

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001884716
  • 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
HES
HES

HESS CORP

COM
42809H107
$8.97M
18 %

64,769

TECK/B
TECK/B

TECK RESOURCES-B

CL B
878742204
$6.04M
12 %

149,517

UNP
UNP

UNION PAC CORP

COM
907818108
$5.60M
11 %

24,347

EL
EL

ESTEE LAUDER

CL A
518439104
$5.41M
11 %

66,985

PLD
PLD

PROLOGIS INC

COM
74340W103
$4.68M
10 %

44,473

UDR
UDR

UDR INC

COM
902653104
$3.70M
8 %

90,556

---

VANGUARD LT TREA

LONG TERM TREAS
92206C847
$3.27M
7 %

58,260

---

ALCON INC

ORD SHS
H01301128
$3.20M
7 %

36,285

---

UBS GROUP AG

SHS
H42097107
$2.62M
5 %

77,510

---

TOLL BROTHERS

COM
889478103
$2.21M
5 %

19,323

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