Fifthde as of June 30, 2026
Portfolio Holdings for Fifthde
Fifthde holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Axalta Coating Sys (AXTA) | 14.0 | $120M | 3.5M | 34.22 | |
| Te Connectivity Ord Shs (TEL) | 13.7 | $117M | 582k | 201.61 | |
| Harley-Davidson (HOG) | 12.5 | $107M | 4.4M | 24.46 | |
| Allegion Ord Shs (ALLE) | 10.4 | $89M | 634k | 140.49 | |
| Allison Transmission Hldngs I (ALSN) | 10.1 | $86M | 761k | 112.74 | |
| Amphenol Corp Cl A (APH) | 10.0 | $86M | 486k | 176.32 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 8.9 | $76M | 160k | 477.57 | |
| Otis Worldwide Corp (OTIS) | 8.2 | $70M | 981k | 71.60 | |
| Visteon Corp Com New (VC) | 4.8 | $41M | 411k | 99.21 | |
| Analog Devices (ADI) | 3.9 | $34M | 84k | 397.17 | |
| General Motors Company (GM) | 3.3 | $28M | 363k | 77.08 |
