Portfolio (Quarterly) Guide ↗

Foresight Group Ltd Liability Partnership

· CIK 0001943441

13F Portfolio $566.2B AUM 59 positions Filed May 4, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 6 Added 23 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NVO	NOVO-NORDISK A S	Healthcare	123,759	$40.3M	6.06%	SOLD
2	—	SMURFIT WESTROCK PLC	—	507,408	$19.7M	2.96%	SOLD
3	SLAB	SILICON LABORATORIES INC	Technology	109,232	$14.5M	2.18%	SOLD
4	BEPC	BROOKFIELD RENEWABLE CORP	Utilities	220,115	$8.4M	1.27%	SOLD
5	DHR	DANAHER CORPORATION	Healthcare	28,100	$6.5M	0.97%	SOLD
6	—	POTLATCHDELTIC CORPORATION	—	41,739	$1.7M	0.25%	SOLD

Sector Allocation

Technology 25.3%

Real Estate 19.7%

Healthcare 16.6%

Industrials 15.5%

Utilities 10.5%

Basic Materials 5.4%

Energy 5.0%

Consumer Defensive 1.9%

Consumer Cyclical 0.1%