Lind Value II ApS as of June 30, 2025
Portfolio Holdings for Lind Value II ApS
Lind Value II ApS holds 10 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SYNNEX Corporation (SNX) | 31.2 | $71M | 523k | 135.70 | |
| Avnet (AVT) | 19.5 | $44M | 834k | 53.08 | |
| Arrow Electronics (ARW) | 17.1 | $39M | 305k | 127.43 | |
| Ingram Micro Hldg Corp (INGM) | 11.0 | $25M | 1.2M | 20.84 | |
| Macy's (M) | 6.1 | $14M | 1.2M | 11.66 | |
| DigitalBridge Group (DBRG) | 6.0 | $14M | 1.3M | 10.35 | |
| Torm Plc shs cl a (TRMD) | 3.2 | $7.3M | 437k | 16.66 | |
| Novo-nordisk A/s-spons Adr (NVO) | 2.6 | $5.8M | 84k | 69.02 | |
| Inmode Ltd. Inmd (INMD) | 1.7 | $3.9M | 272k | 14.44 | |
| Leslies | 1.7 | $3.8M | 9.1M | 0.42 |
