Werlinich Asset Management, LLC - Q42025 Holdings

Werlinich Asset Management, LLC holds 59 stocks with a total portfolio value of $ 202.94M as of Q42025. In Q42025, Werlinich Asset Management, LLC added 5 new positions, increased stakes in 24 stocks, reduced 9 holdings, and fully exited 7 positions. The largest holding is Nvidia Corporation (NVDA), representing 19.94% of the total portfolio.