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FIFTHDELTA Ltd

Q4 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    10

  • Value ($000)

    $475,854

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001872766
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

AXALTA COATING SYS LTD

COM
G0750C108
$91.42M
19 %

2,829,484

B
BB

BLACKBERRY LTD

COM
09228F103
$66.68M
14 %

17,594,456

O
OTIS

OTIS WORLDWIDE CORP

COM
68902V107
$66.48M
14 %

761,132

A
ALSN

ALLISON TRANSMISSION HLDGS I

COM
01973R101
$58.02M
12 %

592,600

N
NXPI

NXP SEMICONDUCTORS N V

COM
N6596X109
$53.49M
11 %

246,451

C
CMI

CUMMINS INC

COM
231021106
$49.91M
11 %

97,776

O
ON

ON SEMICONDUCTOR CORP

COM
682189105
$45.59M
10 %

841,849

Q
QCOM

QUALCOMM INC

COM
747525103
$25.4M
5 %

148,490

---

CNH INDL N V

SHS
N20944109
$9.7M
2 %

1,051,700

---

HARLEY DAVIDSON INC

COM
412822108
$9.16M
2 %

447,200

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