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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  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CTAS CINTAS CORP Industrials 6,365.0 $1.1M 0.07% -915.0 -12.6% $169.54 +20.2%
22 GEV GE VERNOVA INC Utilities 864.0 $1.0M 0.07% -622.0 -41.9% $1171.16 -18.3%
23 CENCORA INC 3,435.0 $969K 0.06% -3K -43.5% $282.09
24 MCK MCKESSON CORP Healthcare 1,206.0 $908K 0.06% -715.0 -37.2% $753.22 +14.0%
25 WM WASTE MGMT INC DEL Industrials 3,630.0 $807K 0.05% -6K -62.9% $222.18 +0.8%
26 CLH CLEAN HARBORS INC Industrials 2,088.0 $622K 0.04% -871.0 -29.4% $297.81 +6.1%
Page 2 of 2  ·  26 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%