Portfolio (Quarterly) Guide ↗

Foresight Group Ltd Liability Partnership

· CIK 0001943441

13F Portfolio $556M AUM 62 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 15 Added 28 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	FLUTTER ENTMT PLC	—	302,279	$12.0M	2.13%	SOLD
2	POWI	POWER INTEGRATIONS INC	Technology	219,475	$11.2M	1.99%	SOLD
3	VRRM	VERRA MOBILITY CORP	Technology	593,623	$8.5M	1.50%	SOLD
4	BEP	BROOKFIELD RENEWABLE ENERGY	Utilities	213,209	$8.3M	1.47%	SOLD

Sector Allocation

Real Estate 21.0%

Healthcare 19.3%

Industrials 17.9%

Technology 17.2%

Utilities 10.9%

Basic Materials 5.2%

Energy 3.0%

Consumer Cyclical 2.1%

Consumer Defensive 1.9%

Financial Services 1.4%