StockDriftsStockDriftsTop 1 Isabella Capital Management LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HYG | ISHARES TR | 10.51% | 195.0K | $15.6M | +11.43%(+20.00K) | $80.75(-1.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.67% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.75% |
Isabella Capital Management LLP reports $188.34M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed position is HYG (10.5%). The top 20 holdings account for 10.51% of reported assets. Its disclosed equity book has returned +5.67% cumulatively over 2 quarters. 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 Isabella Capital Management LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2134988). View Isabella Capital Management LLP’s 13F filings on SEC