§ 13F · FUND PROFILE
FIFTHDELTA Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 11Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$301M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AXTA | AXALTA COATING SYS LTD | 4.01M | $111M | 15.3% | +42% |
| 2 | TEL | TE CONNECTIVITY PLC | 513K | $107M | 14.8% | NEW |
| 3 | BB | BLACKBERRY LTD | 26.45M | $86M | 11.8% | +50% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 218K | $74M | 10.2% | NEW |
| 5 | OTIS | OTIS WORLDWIDE CORP | 927K | $71M | 9.9% | +22% |
| 6 | NXPI | NXP SEMICONDUCTORS N V | 294K | $58M | 8.0% | +19% |
| 7 | VC | VISTEON CORP | 614K | $56M | 7.7% | NEW |
| 8 | ALSN | ALLISON TRANSMISSION HLDGS I | 463K | $54M | 7.5% | −22% |
| 9 | HOG | HARLEY DAVIDSON INC | 2.13M | $43M | 5.9% | +376% |
| 10 | ALLE | ALLEGION PLC | 252K | $37M | 5.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIFTHDELTA SIGNAL
AC read
FIFTHDELTA Ltd is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed