13F HOLDINGS REPORT
Nekton Capital Ltd.
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001884716-25-000004
Total Value
$36.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HESS CORP | HESM | 64,769 | $10.3M | 28.69% |
| 2 | UNION PAC CORP | UNP | 27,720 | $6.5M | 18.16% |
| 3 | TECK RESOURCES-B | TCKRF | 149,517 | $5.4M | 15.11% |
| 4 | PROLOGIS INC | PLDGP | 40,081 | $4.5M | 12.43% |
| 5 | ESTEE LAUDER | 518439104 | 60,640 | $4.0M | 11.10% |
| 6 | CRH PLC | CRH | 21,610 | $1.9M | 5.27% |
| 7 | BENTLEY SYSTEM-B | BSY | 37,000 | $1.5M | 4.04% |
| 8 | SMURFIT WESTROCK | SW | 24,000 | $1.1M | 3.00% |
| 9 | PINTEREST INC -A | PINS | 25,555 | $792,205 | 2.20% |