BDL CAPITAL MANAGEMENT 13F Holdings
CIK 0001907208 · PARIS, I0
As of Dec 31, 2023, BDL CAPITAL MANAGEMENT reported 17 positions worth
CIK 0001907208 · PARIS, I0
As of Dec 31, 2023, BDL CAPITAL MANAGEMENT reported 17 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DOLE PLC | DOLE | Consumer Defensive | 5,764,931 | $77.9M | 65.15% |
| ALPHABET INC | GOOGL | Equity | 52,235 | $6.3M | 5.23% |
| PENTAIR PLC | PNR | Industrials | 63,554 | $4.1M | 3.43% |
| QIAGEN NV SHS NEW (NETHERLANDS) | — | — | 88,833 | $4.0M | 3.33% |
| ALCON INC | ALC | Healthcare | 47,600 | $3.9M | 3.30% |
| CNH INDUSTRIAL NV | CNH | Industrials | 266,607 | $3.8M | 3.21% |
| PALO ALTO NETWORKS INC | PANW | Technology | 15,100 | $3.8M | 3.20% |
| ARISTA NETWORKS INC | ANET | Technology | 22,759 | $3.7M | 3.08% |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 53,603 | $3.4M | 2.86% |
| ARRAY TECHNOLOGIES INC | ARRY | Technology | 133,200 | $3.0M | 2.52% |
| FIRST SOLAR INC | FSLR | Technology | 14,065 | $2.7M | 2.23% |
| GOLDEN OCEAN GROUP LTD | GOGL | Industrials | 95,293 | $718.6K | 0.60% |
| STELLANTIS NV | STLA | Consumer Cyclical | 39,804 | $698.8K | 0.58% |
| FRONTLINE PLC | FRO | Energy | 42,033 | $606.0K | 0.51% |
| FERRARI NV | RACE | Consumer Cyclical | 1,745 | $570.2K | 0.48% |
| TORM PLC | TRMD | Energy | 9,186 | $216.7K | 0.18% |
| FERGUSON PLC NEW | FERG | Industrials | 868 | 37.0K | 0.11% |