BROOKLANDS FUND MANAGEMENT LTD

PrivateCIK: 2036388
Location

LONDON, X0

46
Positions
$127.96M
Total AUM (reported)
8.74M
Total Shares

Allocation by class

TOTAL AUM$127.96M46 positions
VERIZON COMMUNICATIONS INC$17.76M13.9%
EXPAND ENERGY CORP$11.84M9.3%
ELEVANCE HEALTH INC$8.84M6.9%
HURCO COMPANIES INC$7.82M6.1%
UNITEDHEALTH GROUP INC$7.80M6.1%
DIGITAL REALTY TRUST INC$7.66M6.0%
MOLINA HEALTHCARE INC$6.70M5.2%

Portfolio Concentration

Top 330.0%4–1036.5%11–2529.3%Rest4.1%TOP 1066.6%0%100%
Top 3$38.44M30.0%
4–10$46.75M36.5%
11–25$37.51M29.3%
Rest$5.25M4.1%

Top 3 weight

30.0%

Top 10 weight

66.6%

Voting Authority Distribution

Total shares with voting rights: 8.74M

Sole

Full voting authority

8.74M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole46
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings46
Rows:

Verizon Communications Inc

SOLE
VERIZON COMMUNICATIONS INC
Shares417.09K
TypeSH
Market value$17.76M
13.88%
Sole
417.09K
Shared
0.00
None
0.00

Expand Energy Corp

SOLE
EXPAND ENERGY CORP
Shares132.19K
TypeSH
Market value$11.84M
9.25%
Sole
132.19K
Shared
0.00
None
0.00

Elevance Health Inc

SOLE
ELEVANCE HEALTH INC
Shares21.10K
TypeSH
Market value$8.84M
6.91%
Sole
21.10K
Shared
0.00
None
0.00

Hurco Cos Inc

SOLE
HURCO COMPANIES INC
Shares354.07K
TypeSH
Market value$7.82M
6.11%
Sole
354.07K
Shared
0.00
None
0.00

UnitedHealth Group Inc

SOLE
UNITEDHEALTH GROUP INC
Shares18.21K
TypeSH
Market value$7.80M
6.09%
Sole
18.21K
Shared
0.00
None
0.00

Digital Realty Trust Inc

SOLE
DIGITAL REALTY TRUST INC
Shares43.80K
TypeSH
Market value$7.66M
5.99%
Sole
43.80K
Shared
0.00
None
0.00

Molina Healthcare Inc

SOLE
MOLINA HEALTHCARE INC
Shares28.78K
TypeSH
Market value$6.70M
5.24%
Sole
28.78K
Shared
0.00
None
0.00

PBF Energy Inc

SOLE
PBF ENERGY INC-CLASS A
Shares125.17K
TypeSH
Market value$6.07M
4.74%
Sole
125.17K
Shared
0.00
None
0.00

Darling Ingredients Inc

SOLE
DARLING INGREDIENTS INC
Shares96.51K
TypeSH
Market value$5.62M
4.39%
Sole
96.51K
Shared
0.00
None
0.00

First Solar Inc

SOLE
FIRST SOLAR INC
Shares22.33K
TypeSH
Market value$5.08M
3.97%
Sole
22.33K
Shared
0.00
None
0.00

Forgent Power Solutions Inc

SOLE
FORGENT POWER SOLUTIONS INC
Shares108.81K
TypeSH
Market value$4.86M
3.80%
Sole
108.81K
Shared
0.00
None
0.00

Bloom Energy Corp

SOLE
BLOOM ENERGY CORP 0.000% 11/15/30 CVT
Shares2.22M
TypeSH
Market value$3.76M
2.94%
Sole
2.22M
Shared
0.00
None
0.00

MaxCyte Inc

SOLE
MAXCYTE INC
Shares2.85M
TypeSH
Market value$3.67M
2.87%
Sole
2.85M
Shared
0.00
None
0.00

Super Micro Computer Inc

SOLE
SUPER MICRO COMPUTER INC 7.000% 06/01/29 CVT
Shares69.15K
TypeSH
Market value$3.35M
2.62%
Sole
69.15K
Shared
0.00
None
0.00

Amazon.com Inc

SOLE
AMAZON.COM INC
Shares13.28K
TypeSH
Market value$3.27M
2.55%
Sole
13.28K
Shared
0.00
None
0.00

Amarin Corp PLC

SOLE
AMARIN CORP PLC -ADR
Shares177.32K
TypeSH
Market value$2.74M
2.14%
Sole
177.32K
Shared
0.00
None
0.00

Charter Communications Inc

SOLE
CHARTER COMMUNICATIONS INC-A
Shares18.80K
TypeSH
Market value$2.59M
2.03%
Sole
18.80K
Shared
0.00
None
0.00

AT&T Inc

SOLE
AT&T INC
Shares119.17K
TypeSH
Market value$2.51M
1.96%
Sole
119.17K
Shared
0.00
None
0.00

SLB Ltd

SOLE
SLB LTD
Shares48K
TypeSH
Market value$2.24M
1.75%
Sole
48K
Shared
0.00
None
0.00

Novo Nordisk A/S

SOLE
NOVO-NORDISK A/S-SPONS ADR
Shares35.45K
TypeSH
Market value$1.76M
1.38%
Sole
35.45K
Shared
0.00
None
0.00

Alphabet Inc

SOLE
ALPHABET INC 6.250% 05/15/29 SR:A CVT
Shares32.27K
TypeSH
Market value$1.65M
1.29%
Sole
32.27K
Shared
0.00
None
0.00

ERock Inc

SOLE
EROCK INC-A
Shares106.31K
TypeSH
Market value$1.42M
1.11%
Sole
106.31K
Shared
0.00
None
0.00

Zoetis Inc

SOLE
ZOETIS INC
Shares18.84K
TypeSH
Market value$1.26M
0.98%
Sole
18.84K
Shared
0.00
None
0.00

United Parcel Service Inc

SOLE
UNITED PARCEL SERVICE-CL B
Shares10.99K
TypeSH
Market value$1.23M
0.96%
Sole
10.99K
Shared
0.00
None
0.00

UWM Holdings Corp

SOLE
UWM HOLDINGS CORP
Shares554.90K
TypeSH
Market value$1.20M
0.94%
Sole
554.90K
Shared
0.00
None
0.00
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