Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 129
- +9 vs. Q3 2024
- Portfolio value
- $579.5M
- +$838.4K (+0.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VRTVertiv Holdings Co | COM CL A | 2,928 | $332.6K | 0.1% | +2,928 | New | History |
| MRKMerck & Co., Inc. | Stock | 3,255 | $323.8K | 0.1% | −3,732−53.4% | Reduced | History |
| CCKCrown Holdings, Inc. | COM | 3,580 | $296.0K | 0.1% | −1,123−23.9% | Reduced | History |
| VOYAVoya Financial, Inc. | COM | 4,243 | $292.0K | 0.1% | +4,243 | New | History |
| NFLXNetflix Inc | Stock | 314 | $279.9K | <0.1% | +314 | New | History |
| FLNCFluence Energy, Inc. | COM CL A | 17,406 | $276.4K | <0.1% | +17,406 | New | History |
| YETIYETI Holdings, Inc. | COM | 7,094 | $273.2K | <0.1% | −626−8.1% | Reduced | History |
| LKQLKQ Corp | COM | 6,949 | $255.4K | <0.1% | −216−3.0% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 1,865 | $250.5K | <0.1% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 1,365 | $250.4K | <0.1% | −58−4.1% | Reduced | History |
| CSXCSX Corp | Stock | 6,578 | $212.3K | <0.1% | −275−4.0% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,687 | $194.5K | <0.1% | −113−4.0% | Reduced | History |
| CNICanadian National Railway Co | Stock | 1,802 | $182.9K | <0.1% | −76−4.0% | Reduced | History |
| SWSmurfit Westrock plc | Stock | 3,143 | $169.3K | <0.1% | −132−4.0% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 701 | $164.5K | <0.1% | −30−4.1% | Reduced | History |
| STLDSteel Dynamics Inc | COM | 1,024 | $116.8K | <0.1% | −43−4.0% | Reduced | History |
| AMGNAmgen Inc | Stock | 371 | $96.7K | <0.1% | −16−4.1% | Reduced | History |
| SHOPShopify Inc. | Stock | 896 | $95.3K | <0.1% | −38−4.1% | Reduced | History |
| RMDResmed Inc | COM | 416 | $95.1K | <0.1% | −18−4.1% | Reduced | History |
| DOVDOVER Corp | COM | 460 | $86.3K | <0.1% | −20−4.2% | Reduced | History |
| NUENucor Corp | COM | 733 | $85.5K | <0.1% | −31−4.1% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 1,143 | $84.6K | <0.1% | −5,296−82.2% | Reduced | History |
| BALLBALL Corp | COM | 1,256 | $69.2K | <0.1% | −53−4.0% | Reduced | History |
| WATWaters Corp | COM | 177 | $65.7K | <0.1% | −7−3.8% | Reduced | History |
| DARDarling Ingredients Inc. | COM | 1,808 | $60.9K | <0.1% | −14,874−89.2% | Reduced | History |
| PTCPTC Inc. | Stock | 328 | $60.3K | <0.1% | −14−4.1% | Reduced | History |
| HAINHain Celestial Group Inc | COM | 9,366 | $57.6K | <0.1% | 00.0% | Unchanged | History |
| WSTWest Pharmaceutical Services Inc | COM | 155 | $50.8K | <0.1% | −6−3.7% | Reduced | History |
| EMNEastman Chemical Co | Stock | 480 | $43.8K | <0.1% | −1,359−73.9% | Reduced | History |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| GILDGilead Sciences, Inc. | Stock | 40,232 | $3.37M | 0.6% | History |
| GNTXGentex Corp | COM | 99,040 | $2.94M | 0.5% | History |
| OGNOrganon & Co. | Stock | 60,738 | $1.16M | 0.2% | History |
| ORAOrmat Technologies, Inc. | COM | 13,470 | $1.04M | 0.2% | History |