Foresight Group Ltd Liability Partnership
- SEC CIK
- 0001943441
- Latest filing
- Jul 27, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 28, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 62
- +27 vs. Q4 2024
- Portfolio value
- $699.9M
- +$595.7M (+571.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ECLEcolab Inc. | Stock | 129,718 | $32.9M | 4.7% | +129,718 | New | History |
| XYLXylem Inc. | COM | 270,151 | $32.3M | 4.6% | +262,665+3,508.7% | Added | History |
| TELTE Connectivity plc | Stock | 226,316 | $32.0M | 4.6% | +226,316 | New | History |
| LINLinde PLC | Stock | 68,260 | $31.8M | 4.5% | +68,260 | New | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 217,824 | $31.6M | 4.5% | +217,824 | New | History |
| AMTAmerican Tower Corp | REIT | 142,382 | $30.7M | 4.4% | −4,540−3.1% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 116,153 | $30.4M | 4.3% | +116,153 | New | History |
| TRMBTrimble Inc. | COM | 462,121 | $30.3M | 4.3% | +462,121 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 58,497 | $29.1M | 4.2% | +56,747+3,242.7% | Added | History |
| MSAMSA Safety Inc | COM | 185,170 | $27.2M | 3.9% | +185,170 | New | History |
| SWSmurfit Westrock plc | Stock | 577,630 | $26.0M | 3.7% | +577,630 | New | History |
| STESTERIS plc | SHS USD | 114,528 | $26.0M | 3.7% | +114,528 | New | History |
| DOCHealthpeak Properties, Inc. | COM | 1,130,722 | $22.8M | 3.3% | −88,666−7.3% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 234,515 | $21.3M | 3.0% | +234,515 | New | History |
| DLRDigital Realty Trust, Inc. | COM | 136,136 | $19.4M | 2.8% | +10,427+8.3% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 126,520 | $18.7M | 2.7% | +126,520 | New | History |
| EQIXEquinix Inc | COM | 21,701 | $17.5M | 2.5% | +665+3.2% | Added | History |
| LOPEGrand Canyon Education, Inc. | COM | 83,274 | $14.4M | 2.1% | +83,274 | New | History |
| ICLRIcon PLC | COM | 80,872 | $14.2M | 2.0% | +78,107+2,824.8% | Added | History |
| VLTOVeralto Corp | Stock | 145,329 | $14.2M | 2.0% | +145,329 | New | History |
| SLABSilicon Laboratories Inc. | Stock | 120,461 | $13.6M | 1.9% | +120,461 | New | History |
| NXTNextpower Inc. | Stock | 299,573 | $12.6M | 1.8% | +299,573 | New | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 115,622 | $12.6M | 1.8% | +107,794+1,377.0% | Added | History |
| GMEDGlobus Medical Inc | Stock | 163,863 | $12.0M | 1.7% | +163,863 | New | History |
| DHRDanaher Corp | Stock | 56,170 | $11.5M | 1.6% | +56,170 | New | History |
| POWIPower Integrations Inc | COM | 223,198 | $11.3M | 1.6% | +223,198 | New | History |
| CWENClearway Energy, Inc. | CL C | 361,980 | $10.9M | 1.6% | −13,297−3.5% | Reduced | History |
| DEAEasterly Government Properties, Inc. | COM | 1,012,520 | $10.7M | 1.5% | +8,900+0.9% | Added | History |
| TTTrane Technologies plc | SHS | 29,848 | $10.0M | 1.4% | +27,160+1,010.4% | Added | History |
| ATSATS Corp | COM | 386,294 | $9.63M | 1.4% | +386,294 | New | History |
| ROKRockwell Automation, Inc | Stock | 35,761 | $9.24M | 1.3% | +35,761 | New | History |
| FSLRFirst Solar, Inc. | Stock | 69,473 | $8.78M | 1.3% | +69,473 | New | History |
| VTRVentas, Inc. | REIT | 113,299 | $7.79M | 1.1% | +95,530+537.6% | Added | History |
| CCICrown Castle Inc. | REIT | 73,024 | $7.57M | 1.1% | −14,656−16.7% | Reduced | History |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 226,733 | $6.34M | 0.9% | +226,733 | New | History |
| APTVAptiv PLC | Stock | 105,474 | $6.28M | 0.9% | +105,474 | New | History |
| PLDPrologis, Inc. | REIT | 38,849 | $4.29M | 0.6% | +32,893+552.3% | Added | History |
| PCHPotlatchdeltic Corp | COM | 67,901 | $3.04M | 0.4% | −7,308−9.7% | Reduced | History |
| WYWeyerhaeuser Co | COM NEW | 97,386 | $2.86M | 0.4% | −6,581−6.3% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 11,460 | $2.59M | 0.4% | +11,460 | New | History |
| STAGSTAG Industrial, Inc. | COM | 65,998 | $2.35M | 0.3% | −11,331−14.7% | Reduced | History |
| AMHAmerican Homes 4 Rent | CL A | 57,552 | $2.16M | 0.3% | −4,084−6.6% | Reduced | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 21,751 | $2.08M | 0.3% | −4,106−15.9% | Reduced | History |
| MAAMid America Apartment Communities Inc. | COM | 11,358 | $1.88M | 0.3% | −758−6.3% | Reduced | History |
| COLDAmericold Realty Trust | COM | 82,365 | $1.80M | 0.3% | −5,495−6.3% | Reduced | History |
| CSXCSX Corp | Stock | 51,687 | $1.50M | 0.2% | +51,687 | New | History |
| KRCKilroy Realty Corp | COM | 41,767 | $1.39M | 0.2% | −2,787−6.3% | Reduced | History |
| ADCAgree Realty Corp | COM | 16,865 | $1.29M | 0.2% | −1,125−6.3% | Reduced | History |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 33,307 | $1.20M | 0.2% | −2,222−6.3% | Reduced | History |
| BXPBXP, Inc. | COM | 15,604 | $1.06M | 0.2% | −1,041−6.3% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 13,045 | $1.04M | 0.1% | −752−5.5% | Reduced | History |
| DEDeere & Co | Stock | 1,981 | $921.2K | 0.1% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 27,696 | $770.9K | 0.1% | +1,186+4.5% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 5,997 | $759.1K | 0.1% | 00.0% | Unchanged | History |
| GXOGXO Logistics, Inc. | Stock | 18,703 | $735.4K | 0.1% | 00.0% | Unchanged | History |
| OCOwens Corning | Stock | 4,525 | $645.5K | 0.1% | 00.0% | Unchanged | History |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 56,352 | $499.6K | 0.1% | 00.0% | Unchanged | History |
| VITLVital Farms, Inc. | COM | 16,691 | $496.6K | 0.1% | −1,595−8.7% | Reduced | History |
| CMCCommercial Metals Co | Stock | 9,713 | $448.3K | 0.1% | 00.0% | Unchanged | History |
| VRTVertiv Holdings Co | COM CL A | 5,123 | $380.1K | 0.1% | +5,123 | New | History |
| HRHealthcare Realty Trust Inc | CL A COM | 18,693 | $313.4K | <0.1% | −553,640−96.7% | Reduced | History |
| GMABGenmab A/S | SPONSORED ADS | 48,725 | – | – | +48,725 | New | History |