40 North Industries

Standard Investments as of March 31, 2024

Portfolio Holdings for Standard Investments

Standard Investments holds 14 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shell Spon Ads (SHEL) 26.5 $417M 6.2M 67.04
Ptc (PTC) 13.9 $218M 1.2M 188.94
Amazon (AMZN) 12.0 $189M 1.1M 180.38
Wabtec Corporation (WAB) 10.7 $169M 1.2M 145.68
Autodesk (ADSK) 8.0 $125M 480k 260.42
Alphabet Cap Stk Cl C (GOOG) 7.8 $123M 805k 152.26
Cdw (CDW) 7.5 $118M 461k 255.78
Avantor (AVTR) 4.7 $74M 2.9M 25.57
Evercommerce (EVCM) 3.7 $58M 6.1M 9.42
Honeywell International (HON) 3.6 $56M 275k 205.25
Methanex Corp (MEOH) 1.6 $24M 546k 44.63
Archer Aviation *w Exp 09/16/202 (ACHR.WS) 0.0 $300k 417k 0.72
Churchill Capital Corp Vii *w Exp 02/29/202 (CVIIW) 0.0 $96k 300k 0.32
Solid Power *w Exp 12/08/202 (SLDPW) 0.0 $54k 267k 0.20