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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ABC ARBITRAGE SA

Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0000945621-25-000681

Total Value
$875.5M
Positions
198
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (198)

#IssuerTicker / CUSIPSharesValue% of Filing
1ERICSSON (LM)2948216085,121,349$43.4M4.96%
2BRITISH AMERICAN TOBACCO PLC110448107862,252$40.8M4.66%
3VODAFONE GROUP PLC92857W3082,972,904$31.7M3.62%
4DIAGEO PLCDGEAF309,277$31.2M3.56%
5RELX PLC (EX REED ELSEVIER PLC)RLXXF560,958$30.5M3.48%
6SMITH & NEPHEW PLCSNNUF898,635$27.5M3.14%
7NOVARTIS AGNVSEF208,708$25.3M2.88%
8RIO TINTO PLCRTNTF398,115$23.2M2.65%
9CARNIVAL PLCCUKPF893,500$22.8M2.60%
10PRUDENTIAL PLCPUKPF778,900$19.5M2.23%
11TENARIS SA88031M109467,268$17.5M2.00%
12BP PLCBPPFF563,350$16.9M1.93%
13CEMEX SAB DE CVCXMSF2,235,569$15.5M1.77%
14ASTRAZENECA PLCAZN219,531$15.3M1.75%
15ARCELORMITTALARCXF464,169$14.7M1.67%
16SAP SESAPGF41,448$12.6M1.44%
17NATWEST GROUP PLCRBSPF853,854$12.1M1.38%
18INTERCONTINENTAL HOTELS GROUP PLC45857P806103,927$12.0M1.37%
19NATIONAL GRID PLCNMPWP154,546$11.5M1.31%
20RENTOKIL INITIAL PLCRKLIF459,270$11.0M1.26%
21HALEON PLCHLNCF1,051,461$10.9M1.25%
22BARCLAYS PLCBCLYF570,607$10.6M1.21%
23HSBC HOLDINGS PLCHBCYF170,779$10.4M1.19%
24GENMAB A/SGNMSF447,055$9.2M1.05%
25SIBANYE STILLWATER LTDSBYSF1,119,817$8.1M0.92%
26SHELL PLCRYDAF105,129$7.4M0.85%
27ANHEUSER-BUSCH INBEV SA/NVBUDFF101,613$7.0M0.80%
28GMS INC36251C10364,029$7.0M0.80%
29BLUEPRINT MEDICINES CORP09627Y10952,650$6.7M0.77%
30SPARTANNASH CO847215100252,357$6.7M0.76%
31MAG SILVER CORP55903Q104314,486$6.6M0.76%
32BRIDGE INVESTMENT GROUP HOLDINGS INC10806B100659,231$6.6M0.75%
33FRESENIUS MEDICAL CARE AGFMCQF229,375$6.6M0.75%
34HARBORONE BANCORP INC41165Y100557,561$6.5M0.74%
35EQUINOR ASASTOHF256,777$6.5M0.74%
36FRONTIER COMMUNICATIONS PARENT INC35909D109174,796$6.4M0.73%
37PACIFIC PREMIER BANCORP INC69478X105295,961$6.2M0.71%
38PROASSURANCE CORPPRA273,207$6.2M0.71%
39UNILEVER PLCUNLYF100,174$6.1M0.70%
40SITIO ROYALTIES Corp82983N108329,196$6.1M0.69%
41INFORMATICA INC45674M101238,224$5.8M0.66%
42RYANAIR HOLDINGS PLCRYAOF100,237$5.8M0.66%
43KONINKLIJKE PHILIPS NVRYLPF240,461$5.8M0.66%
44CORP INMOBILIARIA VESTA SAB DE CVVTMX199,263$5.5M0.62%
45ING GROEP NVINGVF236,873$5.2M0.59%
46FARO TECHNOLOGIES INC311642102115,874$5.1M0.58%
47SPRINGWORKS THERAPEUTICS INC85205L107107,630$5.1M0.58%
48RADIUS RECYCLING INC806882106157,911$4.7M0.54%
49ALLETE INC01852230072,866$4.7M0.53%
50WOODSIDE ENERGY GROUP LTDWOPEF295,923$4.6M0.52%
51CADENCE DESIGN SYSTEMS INCCDNS14,724$4.5M0.52%
52MORGAN STANLEYMS-PQ32,046$4.5M0.52%
53DOW INCDOW168,198$4.5M0.51%
54CONSOLIDATED EDISON INCED44,165$4.4M0.51%
55STEEL DYNAMICS INCSTLD34,382$4.4M0.50%
56AMEDISYS INC02343610844,498$4.4M0.50%
57US BANCORPUSB-PS94,637$4.3M0.49%
58STMICROELECTRONICS NVSTMEF129,586$3.9M0.45%
59ENTERPRISE BANCORP INC/MA29366810994,071$3.7M0.43%
60UDR INCUDR89,898$3.7M0.42%
61BANK OF NEW YORK MELLON CORP06405810040,109$3.7M0.42%
62ONEOK INCOKE44,714$3.7M0.42%
63WASTE MANAGEMENT INC94106L10915,703$3.6M0.41%
64KELLANOVABEKE40,649$3.2M0.37%
65LENNAR Corp.LEN-B28,190$3.1M0.36%
66ISHARES MSCI FRANCE ETF46428670770,638$3.0M0.35%
67ISHARES MSCI GERMANY ETF46428680671,155$3.0M0.34%
68CONOCOPHILLIPSCOP32,509$2.9M0.33%
69HONDA MOTOR CO LTDHNDAF99,314$2.9M0.33%
70INGERSOLL-RAND INC (EX GARDNER DENVER HOLDINGS)IR33,685$2.8M0.32%
71SOUTHERN STATES BANCSHARES INCSOMN76,216$2.8M0.32%
72ISHARES MSCI JAPAN ETF46434G82236,066$2.7M0.31%
73ATMOS ENERGY CorpATO16,576$2.6M0.29%
74PAYCHEX INCPAYX17,482$2.5M0.29%
75NEXTERA ENERGY (EX. FPL GROUP)NEE-PW35,012$2.4M0.28%
76DTE ENERGY CODTK18,330$2.4M0.28%
77MASTERCARD INCMA4,267$2.4M0.27%
78NOVO NORDISK A/SNONOF33,779$2.3M0.27%
79GRUPO TELEVISA SABGRPFF1,059,866$2.3M0.27%
80SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88957,191$2.3M0.26%
81JOHNSON & JOHNSONJNJ14,791$2.3M0.26%
82ZOETIS INCZTS14,387$2.2M0.26%
83VANGUARD FTSE DEVELOPED MARKETS ETF92194385838,984$2.2M0.25%
84SUNRISE COMMUNICATIONS AGSNNRF38,688$2.2M0.25%
85ISHARES MSCI EUROZONE ETF46428660836,605$2.2M0.25%
86ZILLOW GROUP (EX. ZILLOW INC)Z31,227$2.1M0.24%
87EQUINIX INCEQIX2,678$2.1M0.24%
88JPMORGAN BETABUILDERS JAPAN ETF46641Q21733,982$2.1M0.24%
89LOWE'S COS INC5486611079,385$2.1M0.24%
90EQUITY RESIDENTIALEQR30,693$2.1M0.24%
91MCDONALD'S CORPMCD7,002$2.0M0.23%
92E2OPEN PARENT HOLDINGS INC29788T103630,839$2.0M0.23%
93LULULEMON ATHLETICA INCLULU8,572$2.0M0.23%
94TJX87254010916,479$2.0M0.23%
95COPART INCCPRT40,975$2.0M0.23%
96LOCKHEED MARTIN CORPLMT4,233$2.0M0.22%
97CINTAS CORPCTAS8,785$2.0M0.22%
98UNITED PARCEL SERVICE INC.UPS19,321$2.0M0.22%
99VERIZON COMMUNICATIONS INC.VZ44,944$1.9M0.22%
100WORKDAY INCWDAY8,013$1.9M0.22%
101ROPER TECHNOLOGIES INCROP3,363$1.9M0.22%
102S&P GLOBAL INCSPGI3,592$1.9M0.22%
103AUTODESK INCADSK6,116$1.9M0.22%
104FORTINET INCFTNT17,866$1.9M0.22%
105ANALOG DEVICESADI7,930$1.9M0.22%
106INTUIT INCINTU2,394$1.9M0.22%
107QUALCOMM INCQCOM11,839$1.9M0.22%
108APPLE INCAAPL8,851$1.8M0.21%
109CSX CORPCSX55,474$1.8M0.21%
110ISHARES MSCI ITALY ETF46434G83037,054$1.8M0.20%
111PROVIDENT BANCORP Inc74383L105142,236$1.8M0.20%
112O'REILLY AUTOMOTIVE INC67103H10718,870$1.7M0.19%
113LLOYDS BANKING GROUP PLCLLOBF397,446$1.7M0.19%
114KINGSOFT CLOUD HOLDINGS LTDKCLHF134,331$1.7M0.19%
115DRDGOLD LTDDRDGF122,800$1.6M0.19%
116AMGEN Inc.AMGN5,756$1.6M0.18%
117M&T BANK Corp55261F1048,236$1.6M0.18%
118AIRBNB INCABNB11,918$1.6M0.18%
119ELEVANCE HEALTH INCELV4,045$1.6M0.18%
120UNITEDHEALTH GROUP INCUNH5,026$1.6M0.18%
121BANK OF AMERICA CORP06050510433,087$1.6M0.18%
122ESSA BANCORP INC29667D10478,885$1.5M0.17%
123VISA INCV4,244$1.5M0.17%
124PENNS WOODS BANCORP INC70843010349,312$1.5M0.17%
125WPP PLCWPPGF42,465$1.5M0.17%
126CARNIVAL CORPCUKPF52,816$1.5M0.17%
127SALESFORCE INCCRM5,429$1.5M0.17%
128SERVICENOW INCNOW1,435$1.5M0.17%
129ATLASSIAN CORPTEAM7,202$1.5M0.17%
130VIGIL NEUROSCIENCE INC92673K108183,179$1.5M0.17%
131ABBVIE INCABBV7,766$1.4M0.16%
132EXPAND ENERGY CORPEXE12,290$1.4M0.16%
133VERTEX PHARMACEUTICALS INCVRTX3,221$1.4M0.16%
134KIMBERLY-CLARK CORPKMB10,465$1.3M0.15%
135ISHARES MSCI UNITED KINGDOM ETF46435G33432,419$1.3M0.15%
136STARBUCKS CORPSBUX13,564$1.2M0.14%
137REDFIN Corp75737F108103,054$1.2M0.13%
138KRANESHARES CSI CHINA INTERNET ETF50076730633,557$1.2M0.13%
139INVESCO LTDIVZ71,245$1.1M0.13%
140PEPSICO Inc.PEP8,492$1.1M0.13%
141DEERE & CODE2,170$1.1M0.13%
142ILLINOIS TOOL WORKS INC4523081094,446$1.1M0.13%
143NORTHROP GRUMMAN CORPNOC2,195$1.1M0.13%
144RTX CORPRTX7,510$1.1M0.13%
145LENNAR Corp.LEN-B10,232$1.1M0.12%
146ENI SPA26874R10832,110$1.0M0.12%
147AUTOZONE INCAZO275$1.0M0.12%
148NETEASE INCNETTF7,391$994,6810.11%
149ICAD INC44934S206258,673$985,5440.11%
150VALERO ENERGY CORPVLO7,298$980,9970.11%
151MARRIOTT INTERNATIONAL INC/MD5719032023,474$949,1320.11%
152GUARANTY BANCSHARES INC/TX40076410621,907$929,7330.11%
153MRC GLOBAL INC55345K10367,040$919,1180.10%
154ISHARES CORE MSCI EAFE ETF46432F84210,663$890,1470.10%
155ISHARES EUROPE ETF46428786113,930$881,0730.10%
156HALLIBURTON COHAL42,582$867,8210.10%
157ALPHABET INC (EX GOOGLE INC)GOOG4,752$842,9570.10%
158PROLOGISPLDGP7,982$839,0680.10%
159BEONE MEDICINES LTDBEIGF3,452$835,6260.10%
160SASOLSASOF188,436$832,8870.10%
161CNA FINANCIAL CORP12611710017,528$815,5780.09%
162ISHARES MSCI SWEDEN ETF46428675617,582$804,2010.09%
163JUNIPER NETWORKS INC48203R10419,837$792,0910.09%
164BROOKLINE BANCORP INC11373M10774,739$788,4960.09%
165NOMURA HOLDINGS IncNRSCF117,412$772,5710.09%
166ISHARES MSCI PACIFIC EX JAPAN ETF46428666515,541$767,2590.09%
167ARGENX SEARGX1,340$738,6350.08%
168ALLIANT ENERGY CorpLNT12,210$738,3390.08%
169BROWN-FORMAN CorpBF-B27,203$732,0330.08%
170MONSTER BEVERAGE CORPMNST11,355$711,2770.08%
171VULCAN MATERIALS CO9291601092,689$701,3450.08%
172HEICO CorpHEI-A2,099$688,4720.08%
173UNDER ARMOUR INCUA96,017$655,7960.07%
174COSTCO WHOLESALE22160K105645$638,5110.07%
175CENTRAL GARDEN & PET COCENTA18,102$636,8280.07%
176ISHARES MSCI SWITZERLAND ETF46428674911,579$634,6450.07%
177METLIFE INCMET-PF7,712$620,1990.07%
178PETROLEO BRASILEIRO SA71654V10147,924$553,0430.06%
179PUBLIC STORAGE INCPSA-PS1,775$520,8210.06%
180CLEARWAY ENERGY INC (EX NRG YIELD)CWEN-A15,759$504,2880.06%
181GENERAL MOTORS CO37045V1008,411$413,9050.05%
182ISHARES MSCI HONG KONG ETF46428687117,827$354,0440.04%
183ZTO EXPRESS CAYMAN INCZTOEF19,650$348,7880.04%
184DIAMONDBACK ENERGY INCFANG2,308$317,1190.04%
185FEDERAL REALTY INVESTMENT TRUST3137451013,322$315,5570.04%
186NEXGEN ENERGY LTDNXE43,359$300,9110.03%
187MITSUBISHI UFJ FINANCIAL60682210420,434$280,3540.03%
188COCA-COLA FEMSA SAB DE CVCOCSF2,857$276,3580.03%
189RAYMOND JAMES FINANCIAL INC7547301091,798$275,7590.03%
190NVR INCNVR30$221,5700.03%
191TEEKAY TANKERS LTDTNK5,230$218,1960.02%
192XPENG INCXPNGF11,908$212,9150.02%
193VIRGIN GALACTIC HOLDINGS INCSPCE73,973$201,9460.02%
194EVOTEC SE30050E10538,960$163,6320.02%
195AVEPOINT INCAVPT20,887$162,2920.02%
196ABACUS GLOBAL MANAGEMENT INC00258Y112144,523$161,8660.02%
197GOLDEN OCEAN GROUP LTDNVGLF15,689$114,8430.01%
198MONTAUK RENEWABLES INCMNTK38,167$84,7310.01%