Institutional Manager · CIK 0001721938
Wendel SE
Paris, I0 · File #028-25523
Latest AUM
$469.8M
Positions
1
Top-10 Concentration
100.0%
Filings
4
Portfolio Value Over Time
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | IHS HOLDING LIMITED | IHS | 0 | $0 | +$40.3M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $469.8M
- 13F HOLDINGS REPORTQ/E Sep 20251 pos · $429.5M
- 13F HOLDINGS REPORTQ/E Jun 20251 pos · $350.1M
- 13F HOLDINGS REPORTQ/E Mar 20251 pos · $328.7M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | IHS HOLDING LIMITED | IHS | 62,975,396 | $469.8M | 100.00% |