40 North Industries

Latest statistics and disclosures from Standard Investments's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AMZN, MSFT, PTC, SHEL, ADSK, and represent 77.35% of Standard Investments's stock portfolio.
  • Added to shares of these 3 stocks: MSFT (+$162M), AMZN (+$66M), NOW (+$46M).
  • Reduced shares in these 3 stocks: NGG (-$126M), CDW (-$86M), SHEL (-$85M).
  • Sold out of its position in CDW.
  • Standard Investments was a net seller of stock by $-24M.
  • Standard Investments has $1.8B in assets under management (AUM), dropping by -8.71%.
  • Central Index Key (CIK): 0001539436

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Positions held by 40 North Industries consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Standard Investments

Standard Investments holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon Call Option (AMZN) 22.6 $414M +18% 2.0M 208.27
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Microsoft Corporation Call Option (MSFT) 17.1 $312M +108% 843k 370.17
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Ptc (PTC) 14.1 $258M 1.8M 142.49
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Shell Spon Ads (SHEL) 12.5 $228M -27% 2.5M 93.00
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Autodesk (ADSK) 11.1 $202M 845k 239.40
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Ashland (ASH) 8.0 $146M 2.6M 55.61
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Servicenow (NOW) 6.3 $115M +65% 1.1M 104.55
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National Grid Sponsored Adr Ne (NGG) 4.6 $84M -60% 987k 84.60
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Evercommerce (EVCM) 3.8 $70M 6.1M 11.43
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Archer Aviation *w Exp 09/16/202 (ACHR.WS) 0.0 $117k 417k 0.28
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Solid Power *w Exp 12/08/202 (SLDPW) 0.0 $58k 267k 0.22
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Past Filings by Standard Investments

SEC 13F filings are viewable for Standard Investments going back to 2011

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