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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
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COLD AMERICOLD REALTY TRUST INC Real Estate 22,920.0 $363K 0.07% $15.86 -3.8%
62 VITL VITAL FARMS INC Consumer Defensive 29,399.0 $340K 0.06% +14K +86.5% $11.58 -8.7%
Page 4 of 4  ·  62 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 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%