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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
62
+27 vs. Q4 2024
Portfolio value
$699.9M
+$595.7M (+571.4%) vs. Q4 2024
Filed
May 28, 2025
AmendedSEC
Holdings of Foresight Group Ltd Liability Partnership in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
HRHealthcare Realty Trust IncCL A COM18,693$313.4K<0.1%−553,640−96.7%ReducedHistory
VRTVertiv Holdings CoCOM CL A5,123$380.1K0.1%+5,123NewHistory
CMCCommercial Metals CoStock9,713$448.3K0.1%00.0%UnchangedHistory
VITLVital Farms, Inc.COM16,691$496.6K0.1%−1,595−8.7%ReducedHistory
DBRGDigitalBridge Group, Inc.CL A NEW56,352$499.6K0.1%00.0%UnchangedHistory
OCOwens CorningStock4,525$645.5K0.1%00.0%UnchangedHistory
GXOGXO Logistics, Inc.Stock18,703$735.4K0.1%00.0%UnchangedHistory
BFAMBright Horizons Family Solutions Inc.COM5,997$759.1K0.1%00.0%UnchangedHistory
RYNRayonier IncCOM27,696$770.9K0.1%+1,186+4.5%AddedHistory
DEDeere & CoStock1,981$921.2K0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock13,045$1.04M0.1%−752−5.5%ReducedHistory
BXPBXP, Inc.COM15,604$1.06M0.2%−1,041−6.3%ReducedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK33,307$1.20M0.2%−2,222−6.3%ReducedHistory
ADCAgree Realty CorpCOM16,865$1.29M0.2%−1,125−6.3%ReducedHistory
KRCKilroy Realty CorpCOM41,767$1.39M0.2%−2,787−6.3%ReducedHistory
CSXCSX CorpStock51,687$1.50M0.2%+51,687NewHistory
COLDAmericold Realty TrustCOM82,365$1.80M0.3%−5,495−6.3%ReducedHistory
MAAMid America Apartment Communities Inc.COM11,358$1.88M0.3%−758−6.3%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM21,751$2.08M0.3%−4,106−15.9%ReducedHistory
AMHAmerican Homes 4 RentCL A57,552$2.16M0.3%−4,084−6.6%ReducedHistory
STAGSTAG Industrial, Inc.COM65,998$2.35M0.3%−11,331−14.7%ReducedHistory
LNGCheniere Energy, Inc.COM NEW11,460$2.59M0.4%+11,460NewHistory
WYWeyerhaeuser CoCOM NEW97,386$2.86M0.4%−6,581−6.3%ReducedHistory
PCHPotlatchdeltic CorpCOM67,901$3.04M0.4%−7,308−9.7%ReducedHistory
PLDPrologis, Inc.REIT38,849$4.29M0.6%+32,893+552.3%AddedHistory
APTVAptiv PLCStock105,474$6.28M0.9%+105,474NewHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG226,733$6.34M0.9%+226,733NewHistory
CCICrown Castle Inc.REIT73,024$7.57M1.1%−14,656−16.7%ReducedHistory
VTRVentas, Inc.REIT113,299$7.79M1.1%+95,530+537.6%AddedHistory
FSLRFirst Solar, Inc.Stock69,473$8.78M1.3%+69,473NewHistory
ROKRockwell Automation, IncStock35,761$9.24M1.3%+35,761NewHistory
ATSATS CorpCOM386,294$9.63M1.4%+386,294NewHistory
TTTrane Technologies plcSHS29,848$10.0M1.4%+27,160+1,010.4%AddedHistory
DEAEasterly Government Properties, Inc.COM1,012,520$10.7M1.5%+8,900+0.9%AddedHistory
CWENClearway Energy, Inc.CL C361,980$10.9M1.6%−13,297−3.5%ReducedHistory
POWIPower Integrations IncCOM223,198$11.3M1.6%+223,198NewHistory
DHRDanaher CorpStock56,170$11.5M1.6%+56,170NewHistory
GMEDGlobus Medical IncStock163,863$12.0M1.7%+163,863NewHistory
WMSAdvanced Drainage Systems, Inc.COM115,622$12.6M1.8%+107,794+1,377.0%AddedHistory
NXTNextpower Inc.Stock299,573$12.6M1.8%+299,573NewHistory
SLABSilicon Laboratories Inc.Stock120,461$13.6M1.9%+120,461NewHistory
VLTOVeralto CorpStock145,329$14.2M2.0%+145,329NewHistory
ICLRIcon PLCCOM80,872$14.2M2.0%+78,107+2,824.8%AddedHistory
LOPEGrand Canyon Education, Inc.COM83,274$14.4M2.1%+83,274NewHistory
EQIXEquinix IncCOM21,701$17.5M2.5%+665+3.2%AddedHistory
AWKAmerican Water Works Company, Inc.Stock126,520$18.7M2.7%+126,520NewHistory
DLRDigital Realty Trust, Inc.COM136,136$19.4M2.8%+10,427+8.3%AddedHistory
AAgilent Technologies, Inc.COM234,515$21.3M3.0%+234,515NewHistory
DOCHealthpeak Properties, Inc.COM1,130,722$22.8M3.3%−88,666−7.3%ReducedHistory
STESTERIS plcSHS USD114,528$26.0M3.7%+114,528NewHistory
SWSmurfit Westrock plcStock577,630$26.0M3.7%+577,630NewHistory
MSAMSA Safety IncCOM185,170$27.2M3.9%+185,170NewHistory
TMOThermo Fisher Scientific Inc.Stock58,497$29.1M4.2%+56,747+3,242.7%AddedHistory
TRMBTrimble Inc.COM462,121$30.3M4.3%+462,121NewHistory
ADSKAutodesk, Inc.COM116,153$30.4M4.3%+116,153NewHistory
AMTAmerican Tower CorpREIT142,382$30.7M4.4%−4,540−3.1%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR217,824$31.6M4.5%+217,824NewHistory
LINLinde PLCStock68,260$31.8M4.5%+68,260NewHistory
TELTE Connectivity plcStock226,316$32.0M4.6%+226,316NewHistory
XYLXylem Inc.COM270,151$32.3M4.6%+262,665+3,508.7%AddedHistory
ECLEcolab Inc.Stock129,718$32.9M4.7%+129,718NewHistory
GMABGenmab A/SSPONSORED ADS48,725––+48,725NewHistory