Fifthde as of Dec. 31, 2025
Portfolio Holdings for Fifthde
Fifthde holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Axalta Coating Sys (AXTA) | 19.2 | $91M | 2.8M | 32.31 | |
| Blackberry (BB) | 14.0 | $67M | 18M | 3.79 | |
| Otis Worldwide Corp (OTIS) | 14.0 | $67M | 761k | 87.35 | |
| Allison Transmission Hldngs I (ALSN) | 12.2 | $58M | 593k | 97.90 | |
| Nxp Semiconductors N V (NXPI) | 11.2 | $54M | 247k | 217.06 | |
| Cummins (CMI) | 10.5 | $50M | 98k | 510.45 | |
| ON Semiconductor (ON) | 9.6 | $46M | 842k | 54.15 | |
| Qualcomm (QCOM) | 5.3 | $25M | 149k | 171.05 | |
| Cnh Indl N V SHS (CNH) | 2.0 | $9.7M | 1.1M | 9.22 | |
| Harley-Davidson (HOG) | 1.9 | $9.2M | 447k | 20.49 |
