Lind Value II ApS as of June 30, 2026
Portfolio Holdings for Lind Value II ApS
Lind Value II ApS holds 7 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 50.8 | $316M | 2.2M | 142.21 | |
| Blue Owl Capital Com Cl A (OWL) | 23.5 | $146M | 17M | 8.75 | |
| Ingram Micro Hldg Corp (INGM) | 12.0 | $75M | 2.7M | 27.43 | |
| Flutter Entmt SHS (FLUT) | 9.8 | $61M | 594k | 102.17 | |
| Paypal Holdings (PYPL) | 2.2 | $14M | 324k | 43.18 | |
| Inmode SHS (INMD) | 0.9 | $5.4M | 369k | 14.62 | |
| Leslies (LESL) | 0.7 | $4.6M | 455k | 10.15 |
