account_balance

Investment manager · 13F filer · SEC CIK 2059126

Wgi Dm, LLC

Reported value$1.26Bas of Sep 30, 2026
Positions7 0 new, 0 sold out
Top 10 weight100.0%SHEL alone is 31%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 7 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 7 as a list
SHEL Shell PLC 31.4% HeldAER AerCap Holdings N.V. 27.5% HeldALC Alcon Inc 18.0% HeldCHKP Check Point Software Technologies Ltd 12.6% HeldFLUT Flutter Entertainment PLC 5.7% Added +102%CP Canadian Pacific Kansas City Ltd 2.9% HeldSUNB Sunbelt Rentals Holdings, Inc. 1.9% Added +122%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 7, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed

None

remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist