Funds › Fifthdelta Ltd
Fifthdelta Ltd
13F for Q3 2026, filed Nov 12, 2026. 12 positions worth $650.2M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | OTIS Otis Worldwide Corporation | 1.47M | $94.6M | 14.5% | +49.9% | 13F ↗ |
| 2 | APH Amphenol Corporation | 1.03M | $86.6M | 13.3% | +5.8% | 13F ↗ |
| 3 | ALSN Allison Transmission Holdings, Inc. | 607,921 | $68.9M | 10.6% | -20.1% | 13F ↗ |
| 4 | TEL TE Connectivity plc | 325,441 | $68.7M | 10.6% | -44.0% | 13F ↗ |
| 5 | HOG Harley-Davidson, Inc. | 2.71M | $66.1M | 10.2% | -38.1% | 13F ↗ |
| 6 | AXTA Axalta Coating Systems Ltd. | 2.01M | $64.5M | 9.9% | -42.6% | 13F ↗ |
| 7 | APTV Aptiv PLC | 1.23M | $52.9M | 8.1% | New | 13F ↗ |
| 8 | VC Visteon Corporation | 609,423 | $52.8M | 8.1% | +48.1% | 13F ↗ |
| 9 | ALB Albemarle Corporation | 382,100 | $40.4M | 6.2% | New | 13F ↗ |
| 10 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 72,802 | $33.2M | 5.1% | -54.4% | 13F ↗ |
| 11 | ALLE Allegion plc | 108,315 | $16.7M | 2.6% | -82.9% | 13F ↗ |
| 12 | GM General Motors Company | 63,285 | $4.9M | 0.7% | -82.6% | 13F ↗ |
Changes since Q2 2026
2 new, 3 added to, 7 trimmed, 1 exited, 0 unchanged. By estimated dollars.
Added to (3)
Trimmed (7)
| ALLE Allegion plc | 108,315 | -82.9% | -$80.8M |
| TEL TE Connectivity plc | 325,441 | -44.0% | -$54.1M |
| AXTA Axalta Coating Systems Ltd. | 2.01M | -42.6% | -$47.9M |
| HOG Harley-Davidson, Inc. | 2.71M | -38.1% | -$40.7M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 72,802 | -54.4% | -$39.5M |
| GM General Motors Company | 63,285 | -82.6% | -$23.1M |
| ALSN Allison Transmission Holdings, Inc. | 607,921 | -20.1% | -$17.3M |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| ADI Analog Devices, Inc. | 84,400 | Exited | -$33.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 12 | $650.2M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 11 | $852.9M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 11 | $724.8M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 10 | $475.9M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 5 | $319.8M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 9 | $310.4M | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 13 | $399.5M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer