Investor Details
| Filer Name: | FIFTHDELTA LTD |
|---|---|
| CIK: | 1872766 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 11 |
| Portfolio Value: | $0.28B |
Fifthdelta Ltd Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BB | US | BLACKBERRY LTD | 12,045,131 | $46M | 16.12% | -48.9% | - |
| DOW | US | DOW INC | 1,023,957 | $41M | 14.55% | 39.2% | - |
| VC | US | VISTEON CORP | 421,017 | $37M | 13.23% | 24.2% | - |
| HUN | US | HUNTSMAN CORP | 1,989,736 | $36M | 12.71% | 42.5% | - |
| G3265R107 | - | APTIV PLC | 422,000 | $26M | 9.04% | 100.0% | - |
| PPG | US | PPG INDUSTRIES INC | 205,800 | $25M | 8.71% | -0.2% | - |
| OTIS | US | OTIS WORLDWIDE CORP | 257,600 | $24M | 8.45% | -30.2% | - |
| QCOM | US | QUALCOMM INC | 134,300 | $21M | 7.31% | 18.4% | - |
| ON | US | ON SEMICONDUCTOR | 210,800 | $13M | 4.71% | 100.0% | - |
| MBLY | US | MOBILEYE GLOBAL INC-A | 390,444 | $8M | 2.75% | -79.9% | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 34,700 | $7M | 2.43% | 100.0% | - |