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Groupe la Francaise

· CIK 0002056088
13F Portfolio $7.1B AUM 536 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 48 New 141 Added 176 Reduced 363 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TXT TEXTRON INC Industrials 2,000.0 $174K 0.00% NEW $87.12 +5.1%
42 GUESS INC 9,600.0 $161K 0.00% NEW $16.75
43 PUT BARCLAYS PLC 120,000.0 $16K NEW $0.13
44 COPX GLOBAL X FDS 207.0 $13K NEW $62.21 +33.5%
45 CALL GRINDR INC 120,000.0 $9K NEW $0.07
46 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 82.0 $4K NEW $48.59 +78.7%
47 MAT MATTEL INC Consumer Cyclical 160.0 $3K NEW $17.06 -11.4%
48 CHEER HLDG INC 1,759.0 $2K NEW $1.28
Page 3 of 3  ·  48 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 35.7%
Consumer Cyclical 13.9%
Financial Services 13.2%
Communication Services 10.5%
Healthcare 8.2%
Industrials 6.9%
Basic Materials 5.4%
Consumer Defensive 3.6%
Real Estate 1.2%
Utilities 1.1%