FIFTHDELTA Ltd 13F Holdings
CIK 0001872766 · LONDON, X0
As of Sep 30, 2025, FIFTHDELTA Ltd reported 5 positions worth $319.8M in its SEC Form 13F filing.
Top 5 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CUMMINS INC | CMI | Industrials | 205,119 | $86.6M | 27.09% |
| BLACKBERRY LTD | BB | Technology | 15,852,748 | $77.4M | 24.19% |
| QUALCOMM INC | QCOM | Technology | 424,600 | $70.6M | 22.08% |
| ON SEMICONDUCTOR CORP | ON | Technology | 891,389 | $44.0M | 13.74% |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 451,178 | $41.3M | 12.90% |