Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 119
- −15 vs. Q1 2025
- Portfolio value
- $708.8M
- +$152.9M (+27.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VOYAVoya Financial, Inc. | COM | 5,871 | $416.8K | 0.1% | +1,628+38.4% | Added | History |
| BCCBoise Cascade Co | COM | 4,042 | $350.9K | <0.1% | −3,041−42.9% | Reduced | History |
| ADBEAdobe Inc. | Stock | 895 | $346.3K | <0.1% | −624−41.1% | Reduced | History |
| CCKCrown Holdings, Inc. | COM | 3,288 | $338.6K | <0.1% | −122−3.6% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 1,902 | $327.6K | <0.1% | −247−11.5% | Reduced | History |
| ALVAutoliv Inc | COM | 2,924 | $327.2K | <0.1% | −7,096−70.8% | Reduced | History |
| NOVTNovanta Inc | COM | 2,261 | $291.5K | <0.1% | −3,736−62.3% | Reduced | History |
| GOGrocery Outlet Holding Corp. | COM | 22,040 | $273.7K | <0.1% | +22,040 | New | History |
| FLNCFluence Energy, Inc. | COM CL A | 33,936 | $227.7K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 2,909 | $227.5K | <0.1% | +1,766+154.5% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 4,675 | $216.4K | <0.1% | −10,130−68.4% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 1,770 | $208.9K | <0.1% | −95−5.1% | Reduced | History |
| GISGeneral Mills Inc | Stock | 3,889 | $201.5K | <0.1% | −3,398−46.6% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 965 | $110.8K | <0.1% | +965 | New | History |
| LKQLKQ Corp | COM | 1,794 | $66.4K | <0.1% | −5,155−74.2% | Reduced | History |
| SGSweetgreen, Inc. | COM CL A | 3,718 | $55.3K | <0.1% | −16,782−81.9% | Reduced | History |
| YETIYETI Holdings, Inc. | COM | 1,475 | $46.5K | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 456 | $34.0K | <0.1% | −24−5.0% | Reduced | History |
| SHOPShopify Inc. | Stock | 210 | $24.2K | <0.1% | −896−81.0% | Reduced | History |
Sold out since Q1 2025 (22)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| OMCOmnicom Group Inc. | COM | 7,954 | $659.5K | 0.1% | History |
| KAIKadant Inc | COM | 1,864 | $628.0K | 0.1% | History |
| GEFGreif, Inc | CL A | 8,228 | $452.5K | 0.1% | History |
| OTISOtis Worldwide Corp | Stock | 4,324 | $446.2K | 0.1% | History |
| STSensata Technologies Holding plc | SHS | 13,326 | $323.4K | 0.1% | History |
| AMTAmerican Tower Corp | REIT | 1,365 | $297.0K | 0.1% | History |
| MRKMerck & Co., Inc. | Stock | 3,255 | $292.2K | 0.1% | History |
| CSXCSX Corp | Stock | 6,578 | $193.6K | <0.1% | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,687 | $188.7K | <0.1% | History |
| CNICanadian National Railway Co | Stock | 1,802 | $175.6K | <0.1% | History |
| NSCNorfolk Southern Corp | Stock | 701 | $166.0K | <0.1% | History |
| SWSmurfit Westrock plc | Stock | 3,143 | $141.6K | <0.1% | History |
| STLDSteel Dynamics Inc | COM | 1,024 | $128.1K | <0.1% | History |
| AMGNAmgen Inc | Stock | 371 | $115.6K | <0.1% | History |
| RMDResmed Inc | COM | 416 | $93.1K | <0.1% | History |
| NUENucor Corp | COM | 733 | $88.2K | <0.1% | History |
| DOVDOVER Corp | COM | 460 | $80.8K | <0.1% | History |
| BALLBALL Corp | COM | 1,256 | $65.4K | <0.1% | History |
| WATWaters Corp | COM | 177 | $65.2K | <0.1% | History |
| DARDarling Ingredients Inc. | COM | 1,808 | $56.5K | <0.1% | History |
| HAINHain Celestial Group Inc | COM | 9,366 | $38.9K | <0.1% | History |
| WSTWest Pharmaceutical Services Inc | COM | 155 | $34.7K | <0.1% | History |