Lind Value II ApS
- SEC CIK
- 0001891185
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 24, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 4
- +2 vs. Q1 2024
- Portfolio value
- $250.8M
- +$106.0M (+73.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNXTD Synnex Corp | COM | 658,830 | $76.0M | 30.3% | −29,568−4.3% | Reduced | History |
| ARWArrow Electronics, Inc. | COM | 597,520 | $72.2M | 28.8% | +80,379+15.5% | Added | History |
| AVTAvnet Inc | COM | 1,211,760 | $62.4M | 24.9% | +1,211,760 | New | History |
| YUMCYum China Holdings, Inc. | COM | 1,305,000 | $40.2M | 16.0% | +1,305,000 | New | History |