Soditic Asset Management LLP 13F Holdings

CIK 0001852688 · LONDON, X0

As of Sep 30, 2024, Soditic Asset Management LLP reported 12 positions worth $98.4M in its SEC Form 13F filing.

Top 12 holdings

SecurityTickerSectorSharesValue% of portfolio
FISERV INCFISVTechnology104,961 8.9M19.17%
MICROSOFT CORPMSFTTechnology41,936 8.0M18.35%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services22 5.2M15.46%
BIO-RAD LABORATORIES INCBIOHealthcare31,727 0.6M10.79%
HUNTINGTON INGALLS INDUSTRIES INCHIIIndustrials25,467$6.7M6.85%
ALPHABET INCGOOGLEquity39,579$6.6M6.67%
LENNAR CORPLENConsumer Cyclical29,290$5.5M5.58%
HORTON D R INCDHIConsumer Cyclical26,490$5.1M5.14%
REPUBLIC SERVICES INCRSGIndustrials21,524$4.3M4.40%
BAXTER INTERNATIONAL INCBAXHealthcare92,450$3.5M3.57%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services5,315$2.4M2.49%
ANHEUSER-BUSCH INBEV SABUDConsumer Defensive22,802 .5M1.54%