MIRABELLA FINANCIAL SERVICES LLP
Comparing Q1 2026 vs Q4 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ADS TEC ENERGY PLC | 18,113,463 | 22,169,949 | +4,056,486 | 229,678,712 | 254,954,090 | +25,275,378 |
| AES CORP(Call) | 0 | 1,374,000 | +1,374,000 | 0 | 19,359,660 | +19,359,660 |
| OCEANFIRST FINL CORP | 0 | 798,906 | +798,906 | 0 | 14,412,264 | +14,412,264 |
| FIRSTSUN CAP BANCORP | 0 | 459,401 | +459,401 | 0 | 16,749,760 | +16,749,760 |
| GRINDR INC | 0 | 667,200 | +667,200 | 0 | 8,066,448 | +8,066,448 |
| SCORPIO TANKERS INC | 0 | 101,530 | +101,530 | 0 | 7,580,230 | +7,580,230 |
| HUBBELL INC | 0 | 14,513 | +14,513 | 0 | 7,122,110 | +7,122,110 |
| SPDR GOLD TR(Call) | 0 | 12,800 | +12,800 | 0 | 5,507,712 | +5,507,712 |
| ISHARES TR | 0 | 49,800 | +49,800 | 0 | 5,012,868 | +5,012,868 |
| DOLLAR GEN CORP | 0 | 39,500 | +39,500 | 0 | 4,689,835 | +4,689,835 |
| FIVE BELOW INC | 0 | 18,900 | +18,900 | 0 | 4,318,272 | +4,318,272 |
| UNITI GROUP LLC | 0 | 408,627 | +408,627 | 0 | 3,832,921 | +3,832,921 |
| AMETEK INC | 0 | 16,917 | +16,917 | 0 | 3,626,328 | +3,626,328 |
| ECHOSTAR CORP | 0 | 30,156 | +30,156 | 0 | 3,530,363 | +3,530,363 |
| USA TODAY CO INC | 0 | 499,917 | +499,917 | 0 | 3,524,415 | +3,524,415 |
| DANA INC | 0 | 103,910 | +103,910 | 0 | 3,496,572 | +3,496,572 |
| COCA-COLA FEMSA SAB DE CV | 0 | 35,819 | +35,819 | 0 | 3,494,143 | +3,494,143 |
| INTER & CO INC | 0 | 436,185 | +436,185 | 0 | 3,472,033 | +3,472,033 |
| VISTRA CORP | 0 | 22,629 | +22,629 | 0 | 3,401,818 | +3,401,818 |
| TELEPHONE & DATA SYS INC | 0 | 80,187 | +80,187 | 0 | 3,375,873 | +3,375,873 |
| MADDEN STEVEN LTD | 0 | 99,225 | +99,225 | 0 | 3,365,712 | +3,365,712 |
| CIENA CORP | 0 | 8,604 | +8,604 | 0 | 3,340,331 | +3,340,331 |
| FIRST BUSEY CORP | 0 | 1,249,884 | +1,249,884 | 0 | 31,584,569 | +31,584,569 |
| BOOT BARN HLDGS INC | 0 | 24,684 | +24,684 | 0 | 3,612,750 | +3,612,750 |
| FLUOR CORP | 0 | 70,763 | +70,763 | 0 | 3,301,094 | +3,301,094 |
| VERTIV HOLDINGS CO | 0 | 14,282 | +14,282 | 0 | 3,578,784 | +3,578,784 |
| AMPHENOL CORP | 0 | 25,933 | +25,933 | 0 | 3,276,635 | +3,276,635 |
| CORNING INC | 0 | 24,037 | +24,037 | 0 | 3,268,311 | +3,268,311 |
| RALPH LAUREN CORP | 0 | 9,486 | +9,486 | 0 | 3,263,089 | +3,263,089 |
| CARPENTER TECHNOLOGY CORP | 0 | 8,934 | +8,934 | 0 | 3,521,336 | +3,521,336 |
| DICKS SPORTING GOODS INC | 0 | 16,253 | +16,253 | 0 | 3,222,807 | +3,222,807 |
| SOLARIS ENERGY INFRAS INC | 0 | 56,957 | +56,957 | 0 | 3,218,640 | +3,218,640 |
| ARCOS DORADOS HLDGS INC | 0 | 388,112 | +388,112 | 0 | 3,201,924 | +3,201,924 |
| GLOBAL BUSINESS TRAVEL GROUP | 0 | 573,721 | +573,721 | 0 | 3,201,363 | +3,201,363 |
| SONOS INC | 0 | 238,498 | +238,498 | 0 | 3,195,873 | +3,195,873 |
| NEXGEN ENERGY LTD | 0 | 275,000 | +275,000 | 0 | 3,190,000 | +3,190,000 |
| VENTURE GLOBAL INC | 0 | 200,000 | +200,000 | 0 | 3,152,000 | +3,152,000 |
| MASTERBRAND INC | 0 | 377,355 | +377,355 | 0 | 3,135,820 | +3,135,820 |
| ENTERGY CORP NEW | 0 | 27,888 | +27,888 | 0 | 3,133,496 | +3,133,496 |
| EVERGY INC | 0 | 37,962 | +37,962 | 0 | 3,109,847 | +3,109,847 |
| ALLIANT ENERGY CORP | 0 | 43,325 | +43,325 | 0 | 3,109,002 | +3,109,002 |
| AES CORP | 52,197 | 273,124 | +220,927 | 748,505 | 3,848,317 | +3,099,812 |
| GOLAR LNG LTD | 0 | 57,285 | +57,285 | 0 | 3,099,691 | +3,099,691 |
| GRAHAM CORP | 0 | 39,159 | +39,159 | 0 | 3,090,428 | +3,090,428 |
| SABLE OFFSHORE CORP | 0 | 201,352 | +201,352 | 0 | 3,326,335 | +3,326,335 |
| ECOVYST INC | 0 | 239,526 | +239,526 | 0 | 3,080,304 | +3,080,304 |
| KAISER ALUMINIUM CORPORATION | 0 | 25,213 | +25,213 | 0 | 3,038,419 | +3,038,419 |
| HEWLETT PACKARD ENTERPRISE C | 0 | 147,656 | +147,656 | 0 | 3,515,689 | +3,515,689 |
| KLA CORP | 0 | 2,042 | +2,042 | 0 | 3,006,661 | +3,006,661 |
| FLUSHING FINL CORP | 0 | 192,643 | +192,643 | 0 | 2,958,996 | +2,958,996 |
| INDIVIOR PHARMACEUTICALS INC | 0 | 96,040 | +96,040 | 0 | 2,927,299 | +2,927,299 |
| URBAN OUTFITTERS INC | 0 | 50,846 | +50,846 | 0 | 3,221,094 | +3,221,094 |
| SEALED AIR CORP NEW | 0 | 68,908 | +68,908 | 0 | 2,897,581 | +2,897,581 |
| QUAKER HOUGHTON | 0 | 23,216 | +23,216 | 0 | 2,884,124 | +2,884,124 |
| O-I GLASS INC | 0 | 307,271 | +307,271 | 0 | 3,229,418 | +3,229,418 |
| EMBRAER S.A. | 0 | 47,929 | +47,929 | 0 | 2,844,107 | +2,844,107 |
| MONOLITHIC PWR SYS INC | 0 | 2,955 | +2,955 | 0 | 3,230,849 | +3,230,849 |
| CARRIER GLOBAL CORPORATION | 0 | 56,686 | +56,686 | 0 | 3,191,989 | +3,191,989 |
| HARMONY BIOSCIENCES HLDGS IN | 0 | 115,934 | +115,934 | 0 | 3,247,311 | +3,247,311 |
| CHEMOURS CO | 0 | 136,349 | +136,349 | 0 | 3,003,768 | +3,003,768 |
| STRYKER CORPORATION | 0 | 8,283 | +8,283 | 0 | 2,721,711 | +2,721,711 |
| CONSTELLIUM SE | 0 | 125,350 | +125,350 | 0 | 3,081,103 | +3,081,103 |
| PETROLEO BRASILEIRO S A | 0 | 125,000 | +125,000 | 0 | 2,593,125 | +2,593,125 |
| FIRST SOLAR INC | 0 | 13,025 | +13,025 | 0 | 2,569,312 | +2,569,312 |
| AVIENT CORPORATION | 13,302 | 81,353 | +68,051 | 415,554 | 2,953,114 | +2,537,560 |
| OCULAR THERAPEUTIX INC | 0 | 294,628 | +294,628 | 0 | 2,495,499 | +2,495,499 |
| CAESARS ENTERTAINMENT INC NE | 0 | 93,522 | +93,522 | 0 | 2,471,786 | +2,471,786 |
| L3HARRIS TECHNOLOGIES INC | 0 | 9,115 | +9,115 | 0 | 3,146,042 | +3,146,042 |
| MOTOROLA SOLUTIONS INC | 0 | 7,241 | +7,241 | 0 | 3,142,377 | +3,142,377 |
| SITIME CORP | 0 | 7,024 | +7,024 | 0 | 2,425,738 | +2,425,738 |
| VISTANCE NETWORKS INC | 0 | 143,269 | +143,269 | 0 | 2,607,496 | +2,607,496 |
| AXALTA COATING SYS LTD | 15,762 | 99,952 | +84,190 | 509,270 | 2,768,670 | +2,259,400 |
| COHERENT CORP | 0 | 9,401 | +9,401 | 0 | 2,239,412 | +2,239,412 |
| ADS TEC ENERGY PLC | 361,392 | 699,912 | +338,520 | 3,160,719 | 5,388,163 | +2,227,444 |
| UNIVERSAL DISPLAY CORP | 0 | 23,963 | +23,963 | 0 | 2,196,449 | +2,196,449 |
| SIMILARWEB LTD | 0 | 792,664 | +792,664 | 0 | 2,068,853 | +2,068,853 |
| PICS NV | 0 | 196,580 | +196,580 | 0 | 2,054,261 | +2,054,261 |
| SANDISK CORP | 0 | 3,565 | +3,565 | 0 | 2,264,987 | +2,264,987 |
| VIASAT INC | 0 | 47,753 | +47,753 | 0 | 2,187,087 | +2,187,087 |
| VULCAN MATLS CO | 0 | 22,660 | +22,660 | 0 | 6,170,318 | +6,170,318 |
| SENSATA TECHNOLOGIES HLDG PL | 0 | 70,942 | +70,942 | 0 | 2,498,577 | +2,498,577 |
| CREDO TECHNOLOGY GROUP HOLDI | 0 | 24,366 | +24,366 | 0 | 2,287,236 | +2,287,236 |
| UNITED RENTALS INC | 0 | 2,464 | +2,464 | 0 | 1,795,172 | +1,795,172 |
| UIPATH INC | 0 | 177,542 | +177,542 | 0 | 1,970,716 | +1,970,716 |
| GXO LOGISTICS INCORPORATED | 0 | 33,338 | +33,338 | 0 | 1,728,575 | +1,728,575 |
| HUT 8 CORP | 0 | 34,279 | +34,279 | 0 | 1,608,028 | +1,608,028 |
| TERAWULF INC | 0 | 108,825 | +108,825 | 0 | 1,570,345 | +1,570,345 |
| HUDBAY MINERALS INC | 0 | 69,400 | +69,400 | 0 | 1,452,784 | +1,452,784 |
| APPLIED DIGITAL CORP | 0 | 60,518 | +60,518 | 0 | 1,436,697 | +1,436,697 |
| CUMMINS INC | 0 | 11,964 | +11,964 | 0 | 6,436,871 | +6,436,871 |
| NEXA RES S A | 0 | 133,335 | +133,335 | 0 | 1,412,018 | +1,412,018 |
| RIOT PLATFORMS INC | 0 | 112,427 | +112,427 | 0 | 1,389,598 | +1,389,598 |
| JBS N.V. | 0 | 294,468 | +294,468 | 0 | 5,288,645 | +5,288,645 |
| CIPHER DIGITAL INC | 0 | 105,927 | +105,927 | 0 | 1,363,280 | +1,363,280 |
| MACOM TECH SOLUTIONS HLDGS I | 0 | 6,016 | +6,016 | 0 | 1,335,973 | +1,335,973 |
| NISOURCE INC | 0 | 28,501 | +28,501 | 0 | 1,329,857 | +1,329,857 |
| VISTA ENERGY S.A.B. DE C.V. | 0 | 61,580 | +61,580 | 0 | 4,647,443 | +4,647,443 |
| MILLICOM INTL CELLULAR S A | 0 | 30,913 | +30,913 | 0 | 2,316,620 | +2,316,620 |
| COPA HOLDINGS SA | 0 | 10,770 | +10,770 | 0 | 1,223,580 | +1,223,580 |
| AMENTUM HOLDINGS INC | 7,806 | 52,498 | +44,692 | 226,374 | 1,369,148 | +1,142,774 |