Fund Holdings

WGI DM, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Shell PLC(SHEL)4,453,3024,247,478-205,824327,228,631395,015,45439.52%+67,786,823
Canadian Pacific Kansas City(CP)437,824444,080+6,25632,236,98134,931,3333.49%+2,694,352
Sunbelt Rentals Holdings Inc(SUNB)021,414+21,41401,393,8370.14%+1,393,837
AerCap Holdings NV(AER)2,586,5152,467,122-119,393371,837,396338,439,79633.86%-33,397,600
Flutter Entmt PLC(FLUT)499,524488,640-10,884107,417,64149,816,8484.98%-57,600,793
Check Point Software Tech LT
ORD
1,321,0751,259,565-61,510245,138,677179,928,86018.00%-65,209,817
Icon PLC(ICLR)1,396,0090-1,396,009254,380,7600-254,380,760
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