Investor
Lind Value II ApS
CIK 0001891185 · filed 2026-05-11 · SEC filing
13F book
$450.8M
Positions
8
2 new · 3 sold
Largest name
44.9%
Charter Communications Inc N
Est. mark
−$5.17M
Price effect on 6 names still held. Flow $146.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Charter Communications Inc N | — | 936.8K | $202.2M | 44.9% | $4.41M | Added$73.1M |
| Blue Owl Capital Inc | — | 15.3M | $139.3M | 30.9% | −$11.9M | Added$108.6M |
| Ingram Micro Hldg Corp | — | 2.96M | $69.1M | 15.3% | $4.77M | Added$17.4M |
| Flutter Entmt Plc | — | 180K | $18.4M | 4.1% | — | New |
| Paypal Hldgs Inc | — | 275.7K | $12.5M | 2.8% | −$2.03M | Added$3.46M |
| InMode Ltd. | INMD | 606.4K | $8.3M | 1.8% | −$122.3K | Added$6.52M |
| Opera Ltd | OPRA | 43.5K | $620.8K | 0.1% | — | New |
| Leslies Inc | — | 454.6K | $509.2K | 0.1% | −$240.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.