Portfolio (Quarterly) Guide ↗

Lind Value II ApS

· CIK 0001891185

13F Portfolio $451M AUM 8 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 5 Added 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AVT	AVNET INC	Technology	921,812	$44.3M	14.32%	SOLD
2	ARW	ARROW ELECTRS INC	Technology	383,270	$42.2M	13.64%	SOLD
3	CVNA	CARVANA CO	Consumer Cyclical	120	$51K	0.02%	SOLD

Sector Allocation

Communication Services 55.8%

Financial Services 41.8%

Healthcare 2.3%

Consumer Cyclical 0.1%