Lind Value II ApS 13F filings and top holdings and stakes

Lind Value II ApS as of June 30, 2024

Portfolio Holdings for Lind Value II ApS

Lind Value II ApS holds 4 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
SYNNEX Corporation (SNX)	30.3	$76M	659k	115.40
Arrow Electronics (ARW)	28.8	$72M	598k	120.76
Avnet (AVT)	24.9	$62M	1.2M	51.49
Yum China Holdings (YUMC)	16.0	$40M	1.3M	30.84

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