StockDriftsStockDriftsTop 11 Fifthdelta LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AXTA | AXALTA COATING SYS LTD | 14.02% | 3.49M | $119.6M | -12.79%(-512.64K) | $30.33(+22.16%) | 2026-06-30 | |
| TEL | TE CONNECTIVITY PLC | 13.75% | 581.6K | $117.3M | +13.40%(+68.73K) | $216.12(-0.64%) | 2026-06-30 | |
| HOG | HARLEY DAVIDSON INC | 12.54% | 4.37M | $106.9M | +105.24%(+2.24M) | $21.57(+27.66%) | 2026-06-30 | |
| ALLE | ALLEGION PLC | 10.44% | 633.6K | $89.0M | +151.72%(+381.90K) | $145.89(+14.09%) | 2026-06-30 | |
| ALSN | ALLISON TRANSMISSION HLDGS I | 10.05% | 760.5K | $85.7M | +64.29%(+297.60K) | $99.72(+23.27%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 10.04% | 485.6K | $85.6M | new | $147.74(+12.19%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.93% | 159.5K | $76.2M | -26.75%(-58.24K) | $167.75(+156.62%) | 2026-06-30 | |
| OTIS | OTIS WORLDWIDE CORP | 8.24% | 981.2K | $70.3M | +5.82%(+54.00K) | $90.68(-19.46%) | 2026-06-30 | |
| VC | VISTEON CORP | 4.79% | 411.4K | $40.8M | -33.02%(-202.84K) | $94.55(+13.43%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 3.93% | 84.4K | $33.5M | new | $350.14(+8.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.85% | +39.94% | — | — | +14.72% |
| Top 20 Holdings Unweighted | +10.81% | +36.07% | — | — | +1.47% |
Fifthdelta LTD reports $852.88M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are AXTA (14.0%), TEL (13.8%) and HOG (12.5%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +39.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fifthdelta LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1872766). View Fifthdelta LTD’s 13F filings on SEC