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Portfolio (Quarterly) Guide ↗

Metropolis Capital Ltd

· CIK 0001765388
13F Portfolio $3.4B AUM 16 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 2 New 10 Added 4 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 3,542,479.0 $222.2M 6.44% NEW $62.72 +19.1%
2 DIS DISNEY WALT CO Communication Services 2,249,831.0 $216.8M 6.29% NEW $96.38 +14.2%

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 28.1%
Communication Services 22.6%
Technology 19.4%
Consumer Cyclical 16.3%
Healthcare 13.6%