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Portfolio (Quarterly) Guide ↗

CAISSE DES DEPOTS ET CONSIGNATIONS

· CIK 0001056947
13F Portfolio $6.1B AUM 218 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 46 Added 55 Reduced 15 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 18,699.0 $158K 0.00% NEW $8.45 +26.6%
22 KRO KRONOS WORLDWIDE INC Basic Materials 14,482.0 $95K 0.00% NEW $6.57 +3.5%
23 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 12,163.0 $81K 0.00% NEW $6.63 -11.5%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 39.7%
Financial Services 16.5%
Technology 13.2%
Basic Materials 12.3%
Industrials 7.7%
Communication Services 3.1%
Consumer Cyclical 3.0%
Consumer Defensive 2.7%
Utilities 1.1%
Real Estate 0.6%