13F HOLDINGS REPORT
Nekton Capital Ltd.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001884716-25-000005
Total Value
$49.3M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HESS CORP | HESM | 64,769 | $9.0M | 18.19% |
| 2 | TECK RESOURCES-B | TCKRF | 149,517 | $6.0M | 12.24% |
| 3 | UNION PAC CORP | UNP | 24,347 | $5.6M | 11.36% |
| 4 | ESTEE LAUDER | 518439104 | 66,985 | $5.4M | 10.97% |
| 5 | PROLOGIS INC | PLDGP | 44,473 | $4.7M | 9.48% |
| 6 | UDR INC | UDR | 90,556 | $3.7M | 7.50% |
| 7 | VANGUARD LT TREA | 92206C847 | 58,260 | $3.3M | 6.63% |
| 8 | ALCON INC | ALC | 36,285 | $3.2M | 6.49% |
| 9 | UBS GROUP AG | UBS | 77,510 | $2.6M | 5.32% |
| 10 | TOLL BROTHERS | TOL | 19,323 | $2.2M | 4.47% |
| 11 | PINTEREST INC -A | PINS | 49,236 | $1.8M | 3.58% |
| 12 | SMURFIT WESTROCK | SW | 24,146 | $1.0M | 2.11% |
| 13 | MERITAGE HOMES C | MTH | 12,146 | $813,418 | 1.65% |