§ 13F · FUND PROFILE
FIFTHDELTA Ltd.
AUM · $853M (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$147M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AXTA | AXALTA COATING SYS LTD | 3.49M | $120M | 14.0% | −13% |
| 2 | TEL | TE CONNECTIVITY PLC | 582K | $117M | 13.7% | +13% |
| 3 | HOG | HARLEY DAVIDSON INC | 4.37M | $107M | 12.5% | +105% |
| 4 | ALLE | ALLEGION PLC | 634K | $89M | 10.4% | +152% |
| 5 | ALSN | ALLISON TRANSMISSION HLDGS I | 760K | $86M | 10.1% | +64% |
| 6 | APH | AMPHENOL CORP | 486K | $86M | 10.0% | NEW |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 159K | $76M | 8.9% | −27% |
| 8 | OTIS | OTIS WORLDWIDE CORP | 981K | $70M | 8.2% | +6% |
| 9 | VC | VISTEON CORP | 411K | $41M | 4.8% | −33% |
| 10 | ADI | ANALOG DEVICES INC | 84K | $34M | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIFTHDELTA SIGNAL
AC read
FIFTHDELTA Ltd is a Other fund managing $853 million in assets. The fund runs a focused portfolio of just 11 positions.
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