Holdings
Deltroit Asset Management (UK) LLP
As of Jun 30, 2026, Deltroit Asset Management (UK) LLP reported 29 positions worth US$586M. Largest: Talen Energy Corporation, Berkshire Hathaway Inc. and Heico Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Talen Energy Corporation | 263K | US$101M | −47,880 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 201K | US$100M | +8,712 | Jun 30, 2026 |
| Heico Corporation | 190K | US$49.1M | +42,663 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 116K | US$41.3M | +81,229 | Jun 30, 2026 |
| Intel Corporation | 294K | US$41.1M | −347K | Jun 30, 2026 |
| Fox Corporation | 483K | US$25.2M | −51,084 | Jun 30, 2026 |
| Summit Midstream Corporation | 815K | US$23.2M | +108K | Jun 30, 2026 |
| Nexgen Energy Ltd. | 2.23M | US$20.9M | no change | Jun 30, 2026 |
| Cameco Corporation | 200K | US$20.4M | no change | Jun 30, 2026 |
| Under Armour, Inc. | 2.91M | US$18.6M | +384K | Jun 30, 2026 |