$0 is the total value of Bodenholm Capital AB's 1 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVST | Buy | ENVISTA HLDGS CORP | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LAMB WESTON HLDGS INC | 9 | Q3 2019 | 26.5% |
| ORACLE CORP | 8 | Q3 2019 | 19.2% |
| BLACK KNIGHT INC | 7 | Q2 2019 | 26.0% |
| PERSPECTA INC | 7 | Q4 2019 | 24.6% |
| DANAHER CORP DEL | 7 | Q1 2019 | 17.2% |
| EBAY INC | 5 | Q3 2019 | 19.5% |
| ENVISTA HLDGS CORP | 5 | Q4 2020 | 32.2% |
| ANSYS INC | 4 | Q3 2017 | 20.1% |
| VAREX IMAGING CORP | 4 | Q4 2017 | 17.1% |
| DUPONT DE NEMOURS INC | 3 | Q4 2019 | 43.2% |
View Bodenholm Capital AB's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-01-29 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-20 |
| 13F-HR | 2020-05-13 |
| 13F-HR | 2020-02-11 |
| 13F-HR | 2019-11-08 |
| 13F-HR | 2019-07-31 |
| 13F-HR | 2019-05-09 |
| 13F-HR | 2019-02-04 |
| 13F-HR | 2018-11-01 |
View Bodenholm Capital AB's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.