Fifthde

Fifthde as of March 31, 2026

Portfolio Holdings for Fifthde

Fifthde 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
Axalta Coating Sys (AXTA) 15.3 $111M 4.0M 27.70
Te Connectivity Ord Shs (TEL) 14.8 $107M 513k 209.02
Blackberry (BB) 11.8 $86M 26M 3.24
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 10.2 $74M 218k 337.95
Otis Worldwide Corp (OTIS) 9.9 $72M 927k 77.08
Nxp Semiconductors N V (NXPI) 8.0 $58M 294k 196.86
Visteon Corp Com New (VC) 7.7 $56M 614k 91.11
Allison Transmission Hldngs I (ALSN) 7.5 $54M 463k 117.06
Harley-Davidson (HOG) 5.9 $43M 2.1M 20.22
Allegion Ord Shs (ALLE) 5.0 $37M 252k 145.29
Ambarella SHS (AMBA) 3.9 $28M 547k 51.48