PSquared Asset Management AG
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TECK RESOURCES LTD(TECK) | 0 | 432,566 | +432,566 | 0 | 18,985,322 | 15.07% | +18,985,322 |
| TASKUS INC | 0 | 635,084 | +635,084 | 0 | 11,336,249 | 9.00% | +11,336,249 |
| KELLANOVA | 432,481 | 521,504 | +89,023 | 34,395,214 | 42,773,758 | 33.96% | +8,378,544 |
| CORE SCIENTIFIC INC NEW(CORZ) | 0 | 405,800 | +405,800 | 0 | 7,280,052 | 5.78% | +7,280,052 |
| SOLARIS RES INC(SLSR) | 3,932,884 | 3,924,058 | -8,826 | 18,034,389 | 25,038,180 | 19.88% | +7,003,791 |
| BRIGHTHOUSE FINL INC(BHF) | 0 | 99,000 | +99,000 | 0 | 5,254,920 | 4.17% | +5,254,920 |
| WNS HLDGS LTD | 0 | 66,850 | +66,850 | 0 | 5,098,650 | 4.05% | +5,098,650 |
| HOLOGIC INC | 100,000 | 124,813 | +24,813 | 6,516,000 | 8,423,629 | 6.69% | +1,907,629 |
| FORWARD AIR CORP | 0 | 69,300 | +69,300 | 0 | 1,776,852 | 1.41% | +1,776,852 |
| AMERICAN AXLE & MFG HLDGS IN | 369,395 | 0 | -369,395 | 1,507,132 | 0 | — | -1,507,132 |
| E2OPEN PARENT HOLDINGS INC | 3,125,000 | 0 | -3,125,000 | 10,093,750 | 0 | — | -10,093,750 |
| SPRINGWORKS THERAPEUTICS INC | 216,000 | 0 | -216,000 | 10,149,840 | 0 | — | -10,149,840 |
| HESS CORP | 293,715 | 0 | -293,715 | 40,691,276 | 0 | — | -40,691,276 |
| TRIUMPH GROUP INC NEW | 1,296,128 | 0 | -1,296,128 | 333,754,296 | 0 | — | -333,754,296 |