Mirabella Financial Services LLP

Mirabella Financial Services LLP reported 666 holdings worth US$1.05B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 31, 2026

Mirabella Financial Services LLP reported 666 holdings worth US$1.05B as of Jun 30, 2026. Largest: Oceanfirst Financial Corp., First Busey Corporation and Firstsun Capital Bancorp. Filed Jul 31, 2026 (Form 13F).

Holdings
666
Value as reported
US$1.05B

The filing in full

CompanySharesValue as reported% of portfolio
Oceanfirst Financial Corp.1.29MUS$25.2M2.4%
First Busey Corporation851KUS$25.1M2.4%
Firstsun Capital Bancorp623KUS$24.2M2.3%
Azul S.a.2.06MUS$18.9M1.8%
Everest Group, Ltd.50,444US$18M1.7%
Dollar General Corporation123KUS$14.1M1.3%
Draftkings Inc.509KUS$12.8M1.2%
Parker-hannifin Corporation9,229US$9.03M0.86%
3m Company54,108US$8.76M0.84%
Stanley Black & Decker, Inc.88,574US$8.34M0.80%
C.h. Robinson Worldwide, Inc.40,451US$7.62M0.73%
Alphabet Inc (google) Class C21,017US$7.51M0.72%
Hubbell Inc13,927US$7.29M0.70%
Meta Platforms, Inc.11,546US$6.5M0.62%
Fomento Economico Mexicano Sab De Cv Units Cons. Of 5 Shsb50,600US$6.47M0.62%
Servicenow, Inc.63,875US$6.34M0.61%
Bbb Foods Inc.127KUS$5.28M0.50%
Venture Global, Inc.459KUS$5.11M0.49%
Embraer S.a.78,729US$5.02M0.48%
Pricesmart, Inc.24,126US$4.71M0.45%
Hudbay Minerals Inc184KUS$4.35M0.42%
Carrier Global Corporation48,125US$3.53M0.34%
Dlocal Limited267KUS$3.47M0.33%
Copa Holdings, S.a.21,170US$3.29M0.31%
Ametek, Inc.13,528US$3.27M0.31%
Arcos Dorados Holdings Inc.399KUS$3.21M0.31%
Matson, Inc.15,998US$3.08M0.29%
Westinghouse Air Brake Technologies Corporation11,371US$3.07M0.29%
Credicorp Ltd.7,173US$2.79M0.27%
Coca-cola Femsa Sab De Cv Units Cons Of 5 Shs -l- + 3 Shs Series -b-25,419US$2.7M0.26%
Firstcash Holdings, Inc.12,356US$2.67M0.26%
Encore Energy Corp.1.8MUS$2.36M0.23%
Laureate Education, Inc.63,499US$2.31M0.22%
Rush Street Interactive, Inc.77,330US$2.3M0.22%
W.r. Berkley Corporation28,641US$2.02M0.19%
Werner Enterprises, Inc.42,996US$1.88M0.18%
Loews Corporation16,227US$1.84M0.18%
Ecopetrol Sa129KUS$1.84M0.18%
Vista Energy Sab De Cv Class A27,772US$1.77M0.17%
Atmos Energy Corporation10,236US$1.76M0.17%
Aris Mining Corp118KUS$1.76M0.17%
Banco Bbva Argentina Sa88,500US$1.74M0.17%
Vale S.a.114KUS$1.72M0.16%
Compania De Minas Buenaventura Saa56,232US$1.65M0.16%
Grupo Aeromexico, S.a.b. De C.v.90,477US$1.63M0.16%
Comcast Corporation64,769US$1.59M0.15%
Isoenergy Ltd.159KUS$1.58M0.15%
Vinci Compass Investments Ltd.161KUS$1.57M0.15%
Gentex Corporation61,898US$1.56M0.15%
Markel Group Inc.774US$1.51M0.14%
Tjx Companies, Inc. (the)9,688US$1.47M0.14%
Slm Corporation54,049US$1.4M0.13%
H2o America22,494US$1.37M0.13%
Evergy, Inc.15,726US$1.36M0.13%
Sociedad Quimica Y Minera De Chile Sa Pfd Series A17,875US$1.32M0.13%
Voya Financial, Inc.14,087US$1.28M0.12%
J.b. Hunt Transport Services, Inc.4,344US$1.26M0.12%
Brookfield Renewable Corporation33,028US$1.23M0.12%
Apollo Global Management, Inc. (new)10,315US$1.22M0.12%
Graham Holdings Company1,062US$1.21M0.12%
First American Corporation (new)16,996US$1.17M0.11%
Oshkosh Corporation (holding Company)7,585US$1.16M0.11%
Primerica, Inc.4,068US$1.16M0.11%
Harmony Biosciences Holdings, Inc.31,014US$1.13M0.11%
Cheniere Energy, Inc.4,722US$1.13M0.11%
Nisource Inc23,721US$1.13M0.11%
Surgery Partners, Inc.65,430US$1.1M0.11%
F.n.b. Corporation55,999US$1.07M0.10%
Boyd Gaming Corporation12,031US$1.06M0.10%
Artisan Partners Asset Management Inc.30,707US$1.06M0.10%
Viper Energy, Inc.24,878US$1.05M0.10%
New York Times Company (the)14,781US$1.03M0.10%
Warner Bros. Discovery, Inc. - Series A38,555US$1.03M0.10%
White Mountains Insurance Group, Ltd.495US$1.03M0.10%
Royal Gold, Inc.5,083US$1.01M0.10%
Corebridge Financial Inc.35,275US$1.01M0.10%
Western Alliance Bancorporation12,199US$1M0.10%
Victory Capital Holdings, Inc. Class A Common Stock11,818US$993K0.09%
Oge Energy Corp20,147US$980K0.09%
Compass, Inc.79,473US$980K0.09%
Regions Financial Corporation32,336US$977K0.09%
Kyivstar Group Ltd.60,000US$970K0.09%
Enovis Corporation46,249US$957K0.09%
Trustmark Corporation20,792US$957K0.09%
First Merchants Corporation21,887US$956K0.09%
Credit Acceptance Corporation1,501US$956K0.09%
Dt Midstream, Inc.6,500US$954K0.09%
Targa Resources, Inc.3,519US$944K0.09%
Tfs Financial Corporation52,911US$938K0.09%
Nexstar Media Group, Inc.5,186US$926K0.09%
Revvity, Inc.8,232US$916K0.09%
Leonardo Drs, Inc.21,319US$910K0.09%
First Advantage Corporation49,666US$896K0.09%
Old National Bancorp34,536US$894K0.09%
Lakeland Financial Corporation14,442US$891K0.09%
Fulton Financial Corporation36,803US$890K0.09%
Jefferies Financial Group Inc.17,790US$889K0.08%
Varonis Systems, Inc.21,050US$883K0.08%
Peoples Bancorp Inc.22,813US$876K0.08%
Virtu Financial, Inc.14,637US$872K0.08%

Every holding of Mirabella Financial Services LLP

Source

View original at SEC

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