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Odey Holdings Ltd

SEC CIK
0001877288
Latest filing
Feb 14, 2023

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
20
−1 vs. Q2 2021
Portfolio value
$18.8M
+$7.05M (+60.1%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Odey Holdings Ltd in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock529$1.41M7.5%+229+76.3%AddedHistory
MSMorgan StanleyStock13,943$1.36M7.2%+6,043+76.5%AddedHistory
MSFTMicrosoft CorpStock4,236$1.19M6.4%+1,836+76.5%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR10,589$1.18M6.3%+4,589+76.5%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,941$1.18M6.3%+841+76.5%AddedHistory
Barrick Gold Corp067901108COM57,359$1.03M5.5%+24,859+76.5%Added–
AMZNAmazon Com IncStock296$972.0K5.2%+56+23.3%AddedHistory
COSTCostco Wholesale CorpStock2,118$952.0K5.1%+918+76.5%AddedHistory
CNHCNH Industrial N.V.SHS56,477$938.0K5.0%+24,477+76.5%AddedHistory
PYPLPayPal Holdings, Inc.Stock3,530$919.0K4.9%+1,530+76.5%AddedHistory
AAPLApple Inc.Stock6,354$899.0K4.8%+2,754+76.5%AddedHistory
TMUST-Mobile US, Inc.Stock7,025$898.0K4.8%+2,025+40.5%AddedHistory
METAMeta Platforms, Inc.Stock2,471$839.0K4.5%+1,071+76.5%AddedHistory
JPMJPMorgan Chase & CoStock4,942$809.0K4.3%+2,142+76.5%AddedHistory
CMCSAComcast CorpStock14,296$800.0K4.3%+6,196+76.5%AddedHistory
JNJJohnson & JohnsonStock4,853$784.0K4.2%+2,103+76.5%AddedHistory
PGProcter & Gamble CoStock5,537$774.0K4.1%+1,380+33.2%AddedHistory
BRK.BBerkshire Hathaway IncStock2,824$771.0K4.1%+1,224+76.5%AddedHistory
FCXFreeport-McMoran IncStock17,000$553.0K2.9%+17,000NewHistory
SNPSSynopsys IncCOM1,765$528.0K2.8%+765+76.5%AddedHistory

Sold out since Q2 2021 (2)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Odey Holdings Ltd sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
BHCBausch Health Companies Inc.Stock15,000$440.0K3.7%History
CLColgate Palmolive CoStock5,300$431.0K3.7%History