Lind Value II ApS as of March 31, 2025
Portfolio Holdings for Lind Value II ApS
Lind Value II ApS holds 9 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SYNNEX Corporation (SNX) | 32.7 | $74M | 709k | 103.96 | |
| Arrow Electronics (ARW) | 24.5 | $55M | 533k | 103.83 | |
| Avnet (AVT) | 21.4 | $48M | 1.0M | 48.09 | |
| DigitalBridge Group (DBRG) | 7.8 | $18M | 2.0M | 8.82 | |
| Macy's (M) | 6.0 | $14M | 1.1M | 12.56 | |
| Leslies (LESL) | 3.0 | $6.7M | 9.1M | 0.74 | |
| Frontline | 2.6 | $5.9M | 397k | 14.85 | |
| Torm | 1.6 | $3.6M | 221k | 16.48 | |
| Novo-nordisk A/s-spons Adr (NVO) | 0.5 | $1.1M | 15k | 69.44 |
