13F HOLDINGS REPORT
RIT CAPITAL PARTNERS PLC
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0000939334-23-000010
Total Value
$357.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LENNAR CORP | LEN-B | 507,800 | $63.6M | 17.78% |
| 2 | MASTERCARD INC | MA | 135,100 | $53.1M | 14.84% |
| 3 | MARSH & MCLENNAN COMPANIES | 571748102 | 275,600 | $51.8M | 14.48% |
| 4 | CORTEVA INC | CTVA | 882,310 | $50.5M | 14.12% |
| 5 | CANADIAN PACIFIC KANSAS CITY | CP | 576,000 | $46.5M | 13.00% |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 65,030 | $33.9M | 9.47% |
| 7 | COUPANG INC | CPNG | 1,412,307 | $24.6M | 6.87% |
| 8 | FREYR BATTERY | L4135L100 | 1,700,000 | $15.9M | 4.44% |
| 9 | GOLAR LNG LTD | GLNG | 593,596 | $12.0M | 3.34% |
| 10 | BEYOND MEAT INC | BYND | 21,600,000 | $5.7M | 1.61% |
| 11 | HIPPO HOLDINGS INC | HIPOW | 11,518 | $190,162 | 0.05% |