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Portfolio (Quarterly) Guide ↗

Brooklands Fund Management Ltd

· CIK 0002036388
13F Portfolio $128M AUM 46 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 8 Added 2 Reduced 37 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Largo Inc 725,000.0 $482K 0.38% -35K -4.6% $0.67
2 WWR Westwater Resources Inc Basic Materials 35,300.0 $17K 0.01% -540K -93.9% $0.48 +24.2%

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
Healthcare 31.4%
Communication Services 21.9%
Industrials 13.3%
Energy 12.8%
Real Estate 7.8%
Consumer Defensive 5.4%
Consumer Cyclical 3.6%
Financial Services 2.8%
Technology 0.8%
Basic Materials 0.0%