13F HOLDINGS REPORT
Groupe des Assurances du Credit Mutuel
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000945621-25-000752
Total Value
$353.6M
Positions
5
Other Managers
2
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STELLANTIS N.V | STLA | 15,027,874 | $150.7M | 42.63% |
| 2 | FERRARI N V | RACE | 139,000 | $68.2M | 19.29% |
| 3 | MICROSOFT CORP | MSFT | 93,600 | $46.6M | 13.17% |
| 4 | CRH PLC | CRH | 497,977 | $45.7M | 12.93% |
| 5 | LINDE PLC | LIN | 90,243 | $42.3M | 11.98% |