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Portfolio (Quarterly) Guide ↗

Raiffeisen Bank International AG

· CIK 0002044885
13F Portfolio $8.5B AUM 861 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 69 New 267 Added 225 Reduced 84 Exited
Page 9 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DHT DHT HOLDINGS INC Energy 110,031.0 $1.8M 0.02% +44K +67.0% $16.53 +19.3%
162 ITW ILLINOIS TOOL WORKS INC Industrials 6,722.0 $1.8M 0.02% +2K +39.1% $267.47 +6.2%
163 WBD WARNER BROS DISCOVERY INC Communication Services 65,637.0 $1.8M 0.02% +64K +3550.6% $27.13 +5.8%
164 EXPE EXPEDIA GROUP INC Consumer Cyclical 6,682.0 $1.8M 0.02% +2K +43.1% $265.28 +27.8%
165 PCAR PACCAR INC Industrials 14,609.0 $1.7M 0.02% +11K +319.1% $119.60 +8.6%
166 TEL TE CONNECTIVITY PLC Technology 8,758.0 $1.7M 0.02% +5K +141.8% $198.30 +2.1%
167 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 52,476.0 $1.7M 0.02% +45K +573.1% $32.97 +15.3%
168 NSC NORFOLK SOUTHERN CORP Industrials 5,444.0 $1.7M 0.02% +2K +41.0% $316.65 +11.5%
169 DLTR DOLLAR TREE INC Consumer Defensive 13,779.0 $1.7M 0.02% +7K +104.9% $122.62 +11.5%
170 CNM CORE & MAIN INC Industrials 35,000.0 $1.7M 0.02% +10K +40.0% $48.00 -7.5%
171 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 13,619.0 $1.7M 0.02% +5K +53.0% $122.91 +32.6%
172 SBLK STAR BULK CARRIERS CORP Industrials 66,429.0 $1.7M 0.02% +10K +18.4% $24.97 +22.9%
173 GNK GENCO SHIPPING & TRADING LTD Industrials 65,019.0 $1.6M 0.02% +16K +33.8% $24.78 +8.7%
174 TMUS TMOBILE US INC Communication Services 9,213.0 $1.6M 0.02% +3K +51.0% $173.97 +5.0%
175 BEAM BEAM THERAPEUTICS INC Healthcare 45,000.0 $1.6M 0.02% +2K +4.7% $34.95 -18.9%
176 ARDX ARDELYX INC Healthcare 300,000.0 $1.6M 0.02% +30K +11.1% $5.23 -28.5%
177 BURL BURLINGTON STORES INC Consumer Cyclical 4,912.0 $1.5M 0.02% +5K +8086.7% $314.28 +5.2%
178 JBL JABIL INC Technology 4,073.0 $1.5M 0.02% +874.0 +27.3% $373.58 -18.4%
179 CAH CARDINAL HEALTH INC Healthcare 6,363.0 $1.5M 0.02% +5K +310.5% $236.22 -1.6%
180 VLO VALERO ENERGY CORP Energy 5,610.0 $1.5M 0.02% +5K +469.5% $266.32 +29.9%
Page 9 of 14  ·  267 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
Technology 43.1%
Healthcare 11.7%
Financial Services 10.6%
Industrials 9.9%
Communication Services 7.9%
Consumer Cyclical 7.7%
Basic Materials 3.3%
Consumer Defensive 2.2%
Energy 1.8%
Real Estate 1.1%