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Portfolio (Quarterly) Guide ↗

ALGEBRIS (UK) LTD

· CIK 0001700286
13F Portfolio $1.5B AUM 73 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 22 Added 26 Reduced 20 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TT TRANE TECHNOLOGIES PLC Industrials 2,190.0 $1.1M 0.07% +641.0 +41.4% $489.61 -7.4%
22 IESC IES HOLDINGS INC Industrials 1,238.0 $907K 0.06% +698.0 +129.3% $732.35 -6.5%
Page 2 of 2  ·  22 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
Financial Services 72.7%
Technology 16.5%
Industrials 8.7%
Real Estate 1.2%
Energy 0.8%
Utilities 0.1%
Healthcare 0.1%