31 is the total number of securities Bodenholm Capital AB has owned. The longest Bodenholm Capital AB has owned a single stock is 9 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| LW | LAMB WESTON HLDGS INC | 8 | 1 | 5.40% | 18.22% | 26.51% | Q4 2016 | Q3 2019 | 9 |
| ORCL | ORACLE CORP | 8 | 8 | 5.19% | 13.12% | 19.24% | Q4 2017 | Q3 2019 | 8 |
| BKI | BLACK KNIGHT INC | 7 | 7 | 3.97% | 17.44% | 26.05% | Q4 2017 | Q2 2019 | 7 |
| PRSP | PERSPECTA INC | 7 | 7 | 11.02% | 15.05% | 24.61% | Q2 2018 | Q4 2019 | 7 |
| DHR | DANAHER CORP DEL | 3 | 1 | 8.61% | 12.93% | 17.25% | Q4 2016 | Q1 2019 | 7 |
| EBAY | EBAY INC | 3 | 2 | 11.39% | 13.61% | 19.53% | Q1 2017 | Q3 2019 | 5 |
| NVST | ENVISTA HLDGS CORP | 5 | 5 | 0.00% | 6.45% | 32.24% | Q4 2019 | Q4 2020 | 5 |
| ANSS | ANSYS INC | 4 | 4 | 16.36% | 17.87% | 20.14% | Q4 2016 | Q3 2017 | 4 |
| VREX | VAREX IMAGING CORP | 4 | 4 | 12.47% | 15.31% | 17.06% | Q1 2017 | Q4 2017 | 4 |
| DD | DUPONT DE NEMOURS INC | 3 | 3 | 9.06% | 21.99% | 43.15% | Q2 2019 | Q4 2019 | 3 |
| TRU | TRANSUNION | 3 | 3 | 12.00% | 15.74% | 19.42% | Q1 2019 | Q3 2019 | 3 |
| HGV | HILTON GRAND VACATIONS... | 3 | 3 | 9.36% | 11.50% | 15.46% | Q1 2017 | Q3 2017 | 3 |
| PG | PROCTER AND GAMBLE CO | 3 | 3 | 6.64% | 10.82% | 16.57% | Q4 2018 | Q2 2019 | 3 |
| GCP | GCP APPLIED TECHNOLOGI... | 3 | 3 | 6.09% | 7.93% | 10.11% | Q1 2017 | Q3 2017 | 3 |
| IAA | IAA INC COM | 2 | 2 | 9.91% | 16.32% | 22.72% | Q2 2019 | Q3 2019 | 2 |
| BSX | BOSTON SCIENTIFIC CORP | 1 | 1 | 10.64% | 15.36% | 20.08% | Q1 2018 | Q2 2019 | 2 |
| ATUS | ALTICE USA INC | 2 | 2 | 10.78% | 12.44% | 14.10% | Q2 2018 | Q3 2018 | 2 |
| WYND | WYNDHAM DESTINATIONS INC | 2 | 2 | 11.06% | 11.65% | 12.23% | Q2 2018 | Q3 2018 | 2 |
| ZTS | ZOETIS INC | 2 | 2 | 10.18% | 10.58% | 10.99% | Q4 2016 | Q1 2017 | 2 |
| TNC | TENNANT CO | 2 | 2 | 7.08% | 10.53% | 13.97% | Q1 2018 | Q2 2018 | 2 |
| VVV | VALVOLINE INC | 2 | 2 | 8.65% | 8.93% | 9.21% | Q4 2016 | Q1 2017 | 2 |
| ALV | AUTOLIV INC | 1 | 1 | 22.27% | 22.27% | 22.27% | Q4 2016 | Q4 2016 | 1 |
| GRFS | GRIFOLS S A | 1 | 1 | 15.17% | 15.17% | 15.17% | Q4 2017 | Q4 2017 | 1 |
| CL | COLGATE PALMOLIVE CO | 1 | 1 | 13.21% | 13.21% | 13.21% | Q4 2018 | Q4 2018 | 1 |
| FICO | FAIR ISAAC CORP | 1 | 1 | 11.36% | 11.36% | 11.36% | Q1 2019 | Q1 2019 | 1 |
| HSIC | HENRY SCHEIN INC | 1 | 1 | 10.52% | 10.52% | 10.52% | Q2 2018 | Q2 2018 | 1 |
| CARS | CARS COM INC | 1 | 1 | 9.52% | 9.52% | 9.52% | Q2 2017 | Q2 2017 | 1 |
| BIO | BIO RAD LABS INC | 1 | 1 | 9.32% | 9.32% | 9.32% | Q3 2018 | Q3 2018 | 1 |
| DXC | DXC TECHNOLOGY CO | 1 | 1 | 6.29% | 6.29% | 6.29% | Q2 2017 | Q2 2017 | 1 |
| IQV | IQVIA HLDGS INC | 1 | 1 | 4.33% | 4.33% | 4.33% | Q2 2019 | Q2 2019 | 1 |
| KSS | KOHLS CORP | 1 | 1 | 2.65% | 2.65% | 2.65% | Q3 2018 | Q3 2018 | 1 |
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The securities at the top of the list , including LAMB WESTON HLDGS INC, ORACLE CORP, and BLACK KNIGHT INC, are the highest-conviction holdings of Bodenholm Capital AB.
The conviction is calculated by counting the number of quarters a security has been reported by Bodenholm Capital AB. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Bodenholm Capital AB owns currently or has owned in the past.