Lind Value II ApS as of Dec. 31, 2025
Portfolio Holdings for Lind Value II ApS
Lind Value II ApS holds 9 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 41.7 | $129M | 618k | 208.75 | |
| Ingram Micro Hldg Corp (INGM) | 16.7 | $52M | 2.4M | 21.34 | |
| Avnet (AVT) | 14.3 | $44M | 922k | 48.08 | |
| Arrow Electronics (ARW) | 13.6 | $42M | 383k | 110.18 | |
| Blue Owl Capital Com Cl A (OWL) | 9.9 | $31M | 2.1M | 14.94 | |
| Paypal Holdings (PYPL) | 2.9 | $9.0M | 154k | 58.38 | |
| Inmode SHS (INMD) | 0.6 | $1.8M | 121k | 14.69 | |
| Leslies (LESL) | 0.2 | $750k | 455k | 1.65 | |
| Carvana Cl A (CVNA) | 0.0 | $51k | 120.00 | 422.02 |
