The Analysis of FIFTHDELTA Ltd's Holdings


Currently, FIFTHDELTA Ltd holds 10 types of securities in its portfolio with a total value $475.9M. In the most recent quarter, they have increased their positions in AXTA (+2.8M shares, valued at $91.4M), ALSN (+592.6K shares, valued at $58.0M), NXPI (+246.5K shares, valued at $53.5M); decreased their positions in CMI (-107.3K shares, valued at $54.8M), QCOM (-276.1K shares, valued at $47.2M), ON (-49.5K shares, valued at $2.7M); initiated new positions in AXTA (+2.8M shares, valued at $91.4M), ALSN (+592.6K shares, valued at $58.0M), NXPI (+246.5K shares, valued at $53.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AXTA AXALTA COATING SYS LTD2.8M sharesnew addition2025-12-312026-02-13history
BB BLACKBERRY LTD17.6M shares10.99%2025-12-312026-02-13history
OTIS OTIS WORLDWIDE CORP761.1K shares68.70%2025-12-312026-02-13history
ALSN ALLISON TRANSMISSION HLDGS I592.6K sharesnew addition2025-12-312026-02-13history
NXPI NXP SEMICONDUCTORS N V246.5K sharesnew addition2025-12-312026-02-13history
CMI CUMMINS INC97.8K shares-52.33%2025-12-312026-02-13history
ON ON SEMICONDUCTOR CORP841.8K shares-5.56%2025-12-312026-02-13history
QCOM QUALCOMM INC148.5K shares-65.03%2025-12-312026-02-13history
Sponsored
CNH CNH INDL N V1.1M sharesnew addition2025-12-312026-02-13history
HOG HARLEY DAVIDSON INC447.2K sharesnew addition2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available