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Portfolio (Quarterly) Guide ↗

B&I Capital AG

· CIK 0001843527
13F Portfolio $45M AUM 28 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 1 Added 22 Reduced 1 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CUZ COUSINS PPTYS INC Real Estate 21,370.0 $641K 1.41% -141K -86.9% $29.98 -1.0%
22 MAC MACERICH CO Real Estate 12,032.0 $303K 0.67% -212K -94.6% $25.19 -3.2%
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
Real Estate 100.0%