Skip to main content
Livermore
Livermore
ZHEN

BDF-Gestion

SEC CIK
0001632812
Latest filing
Jul 7, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 23, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
136
−14 vs. Q3 2024
Portfolio value
$968.8M
+$360.2M (+59.2%) vs. Q3 2024
Filed
Jan 23, 2025
AmendedSEC
Holdings of BDF-Gestion in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
PKGPackaging Corp of AmericaStock10,785$2.43M0.3%−1,402−11.5%ReducedHistory
ETNEaton Corp plcStock7,079$2.35M0.2%−921−11.5%ReducedHistory
CICigna GroupStock8,381$2.31M0.2%−1,090−11.5%ReducedHistory
STTState Street CorpCOM23,398$2.30M0.2%−3,040−11.5%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock12,000$2.28M0.2%+12,000NewHistory
JJacobs Solutions Inc.COM16,661$2.23M0.2%−1,463−8.1%ReducedHistory
STESTERIS plcSHS USD10,659$2.19M0.2%−1,386−11.5%ReducedHistory
DDDuPont de Nemours, Inc.COM28,718$2.19M0.2%−3,731−11.5%ReducedHistory
APDAir Products & Chemicals, Inc.Stock7,490$2.17M0.2%−974−11.5%ReducedHistory
GISGeneral Mills IncStock33,772$2.15M0.2%−4,387−11.5%ReducedHistory
WDAYWorkday, Inc.CL A8,317$2.15M0.2%−1,081−11.5%ReducedHistory
Genpact LimitedG3922B907CALL48,278$2.07M0.2%−6,271−11.5%Reduced–
BAHBooz Allen Hamilton Holding CorpCL A15,185$1.95M0.2%−1,974−11.5%ReducedHistory
CMICummins IncStock5,593$1.95M0.2%−727−11.5%ReducedHistory
SWKStanley Black & Decker, Inc.COM24,005$1.93M0.2%−3,119−11.5%ReducedHistory
CHDChurch & Dwight Co IncCOM18,140$1.90M0.2%−1,592−8.1%ReducedHistory
REGRegency Centers CorpCOM24,780$1.83M0.2%−3,220−11.5%ReducedHistory
PTCPTC Inc.Stock9,735$1.79M0.2%−1,265−11.5%ReducedHistory
MDTMedtronic plcStock21,523$1.72M0.2%−2,797−11.5%ReducedHistory
DELLDell Technologies Inc.Stock14,637$1.69M0.2%−1,902−11.5%ReducedHistory
ITWIllinois Tool Works IncStock6,449$1.64M0.2%−839−11.5%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock20,669$1.62M0.2%−2,685−11.5%ReducedHistory
HOLXHologic IncCOM22,312$1.61M0.2%−2,899−11.5%ReducedHistory
MSCIMSCI Inc.Stock2,668$1.60M0.2%−349−11.6%ReducedHistory
TELTE Connectivity plcStock10,858$1.55M0.2%−1,411−11.5%ReducedHistory
MSAMSA Safety IncCOM9,193$1.52M0.2%−807−8.1%ReducedHistory
HCAHCA Healthcare, Inc.COM4,994$1.50M0.2%−6,998−58.4%ReducedHistory
KDPKeurig Dr Pepper Inc.COM44,079$1.42M0.1%−100,335−69.5%ReducedHistory
MOHMolina Healthcare, Inc.COM4,736$1.38M0.1%−616−11.5%ReducedHistory
TFXTeleflex IncCOM6,556$1.17M0.1%−854−11.5%ReducedHistory
ALVAutoliv IncCOM11,032$1.03M0.1%−968−8.1%ReducedHistory
NDAQNasdaq, Inc.COM12,169$940.8K0.1%−1,581−11.5%ReducedHistory
RPRXRoyalty Pharma plcSHS CLASS A33,792$862.0K0.1%−4,389−11.5%ReducedHistory
TROXTronox Holdings plcSHS74,587$751.1K0.1%−6,542−8.1%ReducedHistory
APTVAptiv PLCStock9,699$586.6K0.1%−852−8.1%ReducedHistory
BKTBlackRock Income Trust, Inc.COM NEW5,824––+5,824NewHistory

Sold out since Q3 2024 (20)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of BDF-Gestion sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
TXNTexas Instruments IncStock54,162$8.10M1.3%History
BDXBecton Dickinson & CoStock17,105$7.38M1.2%History
SBUXStarbucks CorpStock36,672$5.74M0.9%History
ENSGEnsign Group, IncCOM12,747$5.18M0.9%History
AREAlexandria Real Estate Equities, Inc.COM21,885$3.72M0.6%History
GPKGraphic Packaging Holding CoCOM69,538$3.00M0.5%History
ZUOZuora IncCOM CL A465,000$2.72M0.4%History
FSLRFirst Solar, Inc.Stock5,000$1.88M0.3%History
CVSCVS Health CorpStock49,059$1.86M0.3%History
UPSUnited Parcel Service IncStock21,254$1.82M0.3%History
BLKBlackRock, Inc.COM6,581$1.82M0.3%History
VLTOVeralto CorpStock8,190$1.74M0.3%History
ONOn Semiconductor CorpStock54,354$1.73M0.3%History
ROKRockwell Automation, IncStock6,176$832.7K0.1%History
KRKroger CoStock63,021$743.0K0.1%History
ULTAUlta Beauty, Inc.Stock5,750––History
IVZInvesco Ltd.Stock30,215––History
ADIAnalog Devices IncStock19,677––History
QRVOQorvo, Inc.Stock13,405––History
AMTMAmentum Holdings, Inc.COM18,124––History