13F HOLDINGS REPORT
Lind Value II ApS
Quarter ended Q2 2024 · Filed July 24, 2024 · Accession 0001891185-24-000004
Total Value
$250.8M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TD Synnex Corporation | SNX | 658,830 | $76.0M | 30.31% |
| 2 | Arrow Electronics Inc | 042735100 | 597,520 | $72.2M | 28.77% |
| 3 | Avnet Inc | AVT | 1,211,760 | $62.4M | 24.88% |
| 4 | Yum China Holdings Inc | YUMC | 1,305,000 | $40.2M | 16.05% |