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Livermore
Livermore
ZHEN

BDF-Gestion

SEC CIK
0001632812
Latest filing
Jul 7, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 9, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
143
+6 vs. Q2 2025
Portfolio value
$839.9M
−$48.1M (−5.4%) vs. Q2 2025
Filed
Oct 9, 2025
SEC
Holdings of BDF-Gestion in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
TRUTransUnionCOM24,331$2.04M0.2%−5,060−17.2%ReducedHistory
STTState Street CorpCOM17,465$2.03M0.2%−3,633−17.2%ReducedHistory
ETNEaton Corp plcStock5,282$1.98M0.2%−1,100−17.2%ReducedHistory
PAYXPaychex IncStock15,579$1.97M0.2%−3,240−17.2%ReducedHistory
STESTERIS plcSHS USD7,954$1.97M0.2%−1,656−17.2%ReducedHistory
DECKDeckers Outdoor CorpCOM18,433$1.87M0.2%−3,833−17.2%ReducedHistory
JJacobs Solutions Inc.COM12,436$1.86M0.2%−2,587−17.2%ReducedHistory
OTISOtis Worldwide CorpStock19,996$1.83M0.2%−4,159−17.2%ReducedHistory
EQIXEquinix IncCOM2,318$1.82M0.2%−484−17.3%ReducedHistory
VRSKVerisk Analytics, Inc.COM7,170$1.80M0.2%−1,492−17.2%ReducedHistory
CICigna GroupStock6,254$1.80M0.2%−1,303−17.2%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock8,956$1.80M0.2%−1,864−17.2%ReducedHistory
AAgilent Technologies, Inc.COM13,868$1.78M0.2%−2,886−17.2%ReducedHistory
TELTE Connectivity plcStock8,103$1.78M0.2%−1,687−17.2%ReducedHistory
FISVFiserv IncStock13,724$1.77M0.2%−2,856−17.2%ReducedHistory
CMICummins IncStock4,174$1.76M0.2%−868−17.2%ReducedHistory
PKGPackaging Corp of AmericaStock8,049$1.75M0.2%−1,675−17.2%ReducedHistory
INGRIngredion IncCOM14,213$1.74M0.2%+14,213NewHistory
DDDuPont de Nemours, Inc.COM21,438$1.67M0.2%−4,458−17.2%ReducedHistory
HCAHCA Healthcare, Inc.COM3,726$1.59M0.2%−776−17.2%ReducedHistory
CDWCDW CorpCOM9,969$1.59M0.2%−2,074−17.2%ReducedHistory
BLBlackline, Inc.COM29,860$1.59M0.2%−6,209−17.2%ReducedHistory
DELLDell Technologies Inc.Stock10,925$1.55M0.2%−2,273−17.2%ReducedHistory
APDAir Products & Chemicals, Inc.Stock5,589$1.52M0.2%−1,164−17.2%ReducedHistory
Genpact LimitedG3922B907CALL36,041$1.51M0.2%−7,493−17.2%Reduced–
PTCPTC Inc.Stock7,266$1.48M0.2%−1,512−17.2%ReducedHistory
MSAMSA Safety IncCOM7,854$1.35M0.2%−435−5.2%ReducedHistory
REGRegency Centers CorpCOM18,497$1.35M0.2%−3,847−17.2%ReducedHistory
SWKStanley Black & Decker, Inc.COM17,919$1.33M0.2%−3,727−17.2%ReducedHistory
GISGeneral Mills IncStock25,210$1.27M0.2%−5,243−17.2%ReducedHistory
ITWIllinois Tool Works IncStock4,812$1.25M0.1%−1,003−17.2%ReducedHistory
ALVAutoliv IncCOM9,947$1.23M0.1%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM13,540$1.19M0.1%−2,817−17.2%ReducedHistory
BAHBooz Allen Hamilton Holding CorpCL A11,334$1.13M0.1%−2,358−17.2%ReducedHistory
MSCIMSCI Inc.Stock1,990$1.13M0.1%−415−17.3%ReducedHistory
NXPINXP Semiconductors N.V.COM4,522$1.03M0.1%−943−17.3%ReducedHistory
Regeneron Pharmaceuticals75886F907COM1,810$1.02M0.1%−379−17.3%Reduced–
RPRXRoyalty Pharma plcSHS CLASS A25,225$889.9K0.1%−5,246−17.2%ReducedHistory
HUMHumana IncStock2,476$644.2K0.1%−516−17.2%ReducedHistory
MRNAModerna, Inc.Stock20,611$532.4K0.1%−4,286−17.2%ReducedHistory
TROXTronox Holdings plcSHS55,681$223.8K<0.1%−11,577−17.2%ReducedHistory
AMTMAmentum Holdings, Inc.COM803$19.2K<0.1%−168−17.3%ReducedHistory
BKTBlackRock Income Trust, Inc.COM NEW4,346––−905−17.2%ReducedHistory

Sold out since Q2 2025 (4)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of BDF-Gestion sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
DXCMDexcom IncCOM45,836$4.00M0.5%History
ELVElevance Health, Inc.Stock8,596$3.34M0.4%History
GEHCGE HealthCare Technologies Inc.Stock18,637$1.38M0.2%History
MOHMolina Healthcare, Inc.COM4,269$1.27M0.1%History