Fifthde as of March 31, 2025
Portfolio Holdings for Fifthde
Fifthde holds 13 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ON Semiconductor (ON) | 13.4 | $54M | 1.3M | 40.69 | |
| Visteon Corp Com New (VC) | 13.2 | $53M | 682k | 77.62 | |
| Huntsman Corporation (HUN) | 13.2 | $53M | 3.3M | 15.79 | |
| BorgWarner (BWA) | 13.1 | $52M | 1.8M | 28.65 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 11.0 | $44M | 264k | 166.00 | |
| Qualcomm (QCOM) | 8.6 | $34M | 223k | 153.61 | |
| Dow (DOW) | 7.4 | $30M | 850k | 34.92 | |
| General Motors Company (GM) | 7.0 | $28M | 594k | 47.03 | |
| PPG Industries (PPG) | 4.9 | $20M | 178k | 109.35 | |
| Allegro Microsystems Ord (ALGM) | 3.2 | $13M | 506k | 25.13 | |
| Mobileye Global Common Class A (MBLY) | 2.6 | $11M | 729k | 14.39 | |
| Blackberry (BB) | 1.6 | $6.3M | 1.7M | 3.77 | |
| Innoviz Technologies SHS (INVZ) | 0.7 | $3.0M | 4.5M | 0.65 |
