13F HOLDINGS REPORT
PSquared Asset Management AG
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000943663-25-000218
Total Value
$455.1M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRIUMPH GROUP INC NEW | 896818101 | 1,296,128 | $333.8M | 73.33% |
| 2 | HESS CORP | HESM | 293,715 | $40.7M | 8.94% |
| 3 | KELLANOVA | BEKE | 432,481 | $34.4M | 7.56% |
| 4 | SOLARIS RES INC | SLSR | 3,932,884 | $18.0M | 3.96% |
| 5 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 216,000 | $10.1M | 2.23% |
| 6 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 3,125,000 | $10.1M | 2.22% |
| 7 | HOLOGIC INC | HOLX | 100,000 | $6.5M | 1.43% |
| 8 | AMERICAN AXLE & MFG HLDGS IN | 024061103 | 369,395 | $1.5M | 0.33% |