FIFTHDELTA Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BLACKBERRY LTD(BB) | 3,535,858 | 15,852,748 | +12,316,890 | 16,194,230 | 77,361,410 | 24.19% | +61,167,180 |
| OTIS WORLDWIDE CORP(OTIS) | 0 | 451,178 | +451,178 | 0 | 41,251,205 | 12.90% | +41,251,205 |
| CUMMINS INC(CMI) | 165,619 | 205,119 | +39,500 | 54,240,223 | 86,636,112 | 27.09% | +32,395,889 |
| QUALCOMM INC(QCOM) | 400,500 | 424,600 | +24,100 | 63,783,630 | 70,636,456 | 22.08% | +6,852,826 |
| ON SEMICONDUCTOR CORP(ON) | 731,999 | 891,389 | +159,390 | 38,364,068 | 43,954,392 | 13.74% | +5,590,324 |
| MOBILEYE GLOBAL INC(MBLY) | 317,944 | 0 | -317,944 | 5,716,633 | 0 | — | -5,716,633 |
| PHINIA INC(PHIN) | 659,280 | 0 | -659,280 | 29,331,367 | 0 | — | -29,331,367 |
| VISTEON CORP(VC) | 314,710 | 0 | -314,710 | 29,362,443 | 0 | — | -29,362,443 |
| HUNTSMAN CORP(HUN) | 3,497,455 | 0 | -3,497,455 | 36,443,481 | 0 | — | -36,443,481 |
| BORGWARNER INC | 1,103,191 | 0 | -1,103,191 | 36,934,835 | 0 | — | -36,934,835 |