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Foresight Group Ltd Liability Partnership

SEC CIK
0001943441
Latest filing
Jul 27, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
31
−7 vs. Q4 2023
Portfolio value
$184.7M
−$92.9M (−33.5%) vs. Q4 2023
Filed
May 14, 2024
SEC
Holdings of Foresight Group Ltd Liability Partnership in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
CHPTChargePoint Holdings, Inc.COM CL A33,612$50.5K<0.1%00.0%UnchangedHistory
VITLVital Farms, Inc.COM11,902$219.2K0.1%−4,152−25.9%ReducedHistory
DBRGDigitalBridge Group, Inc.CL A NEW16,654$254.4K0.1%−2,303−12.1%ReducedHistory
CMCCommercial Metals CoStock5,918$273.5K0.1%−1,010−14.6%ReducedHistory
DEDeere & CoStock1,135$368.4K0.2%+186+19.6%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM4,173$373.4K0.2%00.0%UnchangedHistory
TTTrane Technologies plcSHS1,695$402.8K0.2%00.0%UnchangedHistory
RYNRayonier IncCOM15,989$423.4K0.2%00.0%UnchangedHistory
GXOGXO Logistics, Inc.Stock10,231$427.0K0.2%+3,479+51.5%AddedHistory
XYLXylem Inc.COM4,344$445.8K0.2%00.0%UnchangedHistory
JCIJohnson Controls International plcStock8,867$456.1K0.2%00.0%UnchangedHistory
WMSAdvanced Drainage Systems, Inc.COM3,397$462.0K0.3%−152−4.3%ReducedHistory
OCOwens CorningStock3,525$467.5K0.3%00.0%UnchangedHistory
PLDPrologis, Inc.REIT6,722$686.8K0.4%−1,398−17.2%ReducedHistory
BXPBXP, Inc.COM27,394$1.37M0.7%−4,285−13.5%ReducedHistory
PCHPotlatchdeltic CorpCOM48,820$1.82M1.0%−2,590−5.0%ReducedHistory
WYWeyerhaeuser CoCOM NEW67,399$1.92M1.0%−7,850−10.4%ReducedHistory
MAAMid America Apartment Communities Inc.COM19,743$2.05M1.1%−2,028−9.3%ReducedHistory
KRCKilroy Realty CorpCOM71,636$2.05M1.1%00.0%UnchangedHistory
AMHAmerican Homes 4 RentCL A83,283$2.39M1.3%+42,106+102.3%AddedHistory
STAGSTAG Industrial, Inc.COM110,069$3.32M1.8%−6,598−5.7%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM34,668$3.51M1.9%−3,452−9.1%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG480,293$9.29M5.0%+480,293NewHistory
CCICrown Castle Inc.REIT124,218$10.7M5.8%+8,362+7.2%AddedHistory
CWENClearway Energy, Inc.CL C686,260$12.7M6.9%−90,798−11.7%ReducedHistory
EQIXEquinix IncCOM20,133$13.6M7.3%−1,642−7.5%ReducedHistory
DEAEasterly Government Properties, Inc.COM1,570,561$14.8M8.0%−1,350,403−46.2%ReducedHistory
DLRDigital Realty Trust, Inc.COM184,556$21.4M11.6%−28,242−13.3%ReducedHistory
HRHealthcare Realty Trust IncCL A COM1,928,359$21.8M11.8%−116,193−5.7%ReducedHistory
DOCHealthpeak Properties, Inc.COM1,902,565$28.3M15.3%+15,676+0.8%AddedHistory
AMTAmerican Tower CorpREIT176,945$28.3M15.3%+167,827+1,840.6%AddedHistory

Sold out since Q4 2023 (8)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Foresight Group Ltd Liability Partnership sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
AMTAmerican Tower CorpEquity83,046$18.0M6.5%History
AMTAmerican Tower CorpEquity61,823$13.4M4.8%History
Healthpeak Properties, Inc.71943U104COM924,898$12.6M4.5%–
AMTAmerican Tower CorpEquity14,369$3.12M1.1%History
AMTAmerican Tower CorpEquity4,579$988.5K0.4%History
AMTAmerican Tower CorpEquity3,398$733.6K0.3%History
WCNWaste Connections, Inc.COM3,513$522.8K0.2%History
SHLSShoals Technologies Group, Inc.CL A23,510$372.3K0.1%History