Lind Value II ApS as of Dec. 31, 2024
Portfolio Holdings for Lind Value II ApS
Lind Value II ApS holds 7 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arrow Electronics (ARW) | 32.6 | $73M | 649k | 113.12 | |
| SYNNEX Corporation (SNX) | 31.4 | $71M | 603k | 117.28 | |
| Avnet (AVT) | 20.2 | $46M | 869k | 52.32 | |
| Leslies (LESL) | 4.6 | $10M | 4.6M | 2.23 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.3 | $9.7M | 28k | 342.77 | |
| Michael Kors Holdings Ord (CPRI) | 4.0 | $9.1M | 432k | 21.06 | |
| Macy's (M) | 3.0 | $6.7M | 398k | 16.93 |
