Deltroit Asset Management (Uk) LLP - Q12026 Holdings

Deltroit Asset Management (Uk) LLP holds 40 stocks with a total portfolio value of $ 622.55M as of Q12026. In Q12026, Deltroit Asset Management (Uk) LLP added 11 new positions, increased stakes in 10 stocks, reduced 14 holdings, and fully exited 8 positions. The largest holding is Talen Energy Corp (TLN), representing 15.92% of the total portfolio.