Holdings
FIFTHDELTA Ltd
As of Jun 30, 2026, FIFTHDELTA Ltd reported 9 positions worth US$647M. Largest: Axalta Coating Systems Ltd., Harley-davidson, Inc. and Allison Transmission Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Axalta Coating Systems Ltd. | 3.49M | US$120M | −513K | Jun 30, 2026 |
| Harley-davidson, Inc. | 4.37M | US$107M | +2.24M | Jun 30, 2026 |
| Allison Transmission Holdings, Inc. | 760K | US$85.7M | +298K | Jun 30, 2026 |
| Amphenol Corporation | 486K | US$85.6M | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 159K | US$76.2M | −58,245 | Jun 30, 2026 |
| Otis Worldwide Corporation | 981K | US$70.3M | +54,000 | Jun 30, 2026 |
| Visteon Corporation | 411K | US$40.8M | −203K | Jun 30, 2026 |
| Analog Devices, Inc. | 84,400 | US$33.5M | new | Jun 30, 2026 |
| General Motors Company | 363K | US$28M | new | Jun 30, 2026 |