account_balance
Investment manager · 13F filer · SEC CIK 2104766
Deltroit Asset Management (UK) LLP
Reported value$614Mas of Jun 30, 2026
Positions31 4 new, 12 sold out
Top 10 weight73.3%TLN alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TLNTalen Energy Corp
16.4%Trimmed −15%
Berkshire Hathaway Inc
16.4%Added +5%
HEI-AHEICO Corp
8.0%Added +29%
GOOGLAlphabet Inc.
6.7%Added +236%
INTCIntel Corp
6.7%Trimmed −54%
RYAAYRyanair Holdings PLC
4.5%Added +179%
FOXFox Corp
4.1%Trimmed −8%
SMCSummit Midstream Corp
3.8%Added +15%
NXENexGen Energy Ltd.
3.4%
CCJCameco Corp
3.3%
UAAUnder Armour, Inc.
3.0%Added +15%
LLYVKLiberty Live Holdings, Inc.
3.0%Added +1111%
TLNTalen Energy Corp
16.4%Trimmed −15%
HEI-AHEICO Corp
8.0%
GOOGLAlphabet Inc.
6.7%
INTCIntel Corp
6.7%−54%
RYAAYRyanair Holdings PLC
4.5%
FOXFox Corp
4.1%
SMCSummit Midstream Corp
3.8%
NXE3.4%CCJ3.3%UAA3.0%LLYVKBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TLN Talen Energy Corp 16.4% Trimmed −15%
Berkshire Hathaway Inc 16.4% Added +5%
HEI-A HEICO Corp 8.0% Added +29%GOOGL Alphabet Inc. 6.7% Added +236%INTC Intel Corp 6.7% Trimmed −54%RYAAY Ryanair Holdings PLC 4.5% Added +179%FOX Fox Corp 4.1% Trimmed −8%SMC Summit Midstream Corp 3.8% Added +15%NXE NexGen Energy Ltd. 3.4% HeldCCJ Cameco Corp 3.3% HeldUAA Under Armour, Inc. 3.0% Added +15%LLYVK Liberty Live Holdings, Inc. 3.0% Added +1111%What changed
Biggest moves since Mar 31, 2026
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