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Livermore
Livermore
ZHEN

Foresight Group Ltd Liability Partnership

SEC CIK
0001943441
Latest filing
Jul 27, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
60
−2 vs. Q1 2025
Portfolio value
$694.9M
−$5.00M (−0.7%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of Foresight Group Ltd Liability Partnership in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ADSKAutodesk, Inc.COM107,059$33.1M4.8%−9,094−7.8%ReducedHistory
TELTE Connectivity plcStock190,720$32.2M4.6%−35,596−15.7%ReducedHistory
TRMBTrimble Inc.COM417,653$31.7M4.6%−44,468−9.6%ReducedHistory
XYLXylem Inc.COM239,008$30.9M4.4%−31,143−11.5%ReducedHistory
ECLEcolab Inc.Stock113,500$30.6M4.4%−16,218−12.5%ReducedHistory
MSAMSA Safety IncCOM173,884$29.1M4.2%−11,286−6.1%ReducedHistory
STESTERIS plcSHS USD113,103$27.2M3.9%−1,425−1.2%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR195,892$27.2M3.9%−21,932−10.1%ReducedHistory
AMTAmerican Tower CorpREIT115,854$25.3M3.6%−26,528−18.6%ReducedHistory
LINLinde PLCStock52,768$24.8M3.6%−15,492−22.7%ReducedHistory
SWSmurfit Westrock plcStock570,768$24.6M3.5%−6,862−1.2%ReducedHistory
AAgilent Technologies, Inc.COM198,192$23.4M3.4%−36,323−15.5%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock52,393$21.2M3.1%−6,104−10.4%ReducedHistory
DLRDigital Realty Trust, Inc.COM122,284$21.0M3.0%−13,852−10.2%ReducedHistory
DOCHealthpeak Properties, Inc.COM1,148,937$20.0M2.9%+18,215+1.6%AddedHistory
EQIXEquinix IncCOM23,761$18.7M2.7%+2,060+9.5%AddedHistory
AWKAmerican Water Works Company, Inc.Stock118,835$16.5M2.4%−7,685−6.1%ReducedHistory
SLABSilicon Laboratories Inc.Stock110,142$16.2M2.3%−10,319−8.6%ReducedHistory
NXTNextpower Inc.Stock283,852$15.4M2.2%−15,721−5.2%ReducedHistory
LOPEGrand Canyon Education, Inc.COM75,515$14.3M2.1%−7,759−9.3%ReducedHistory
VLTOVeralto CorpStock140,501$14.2M2.0%−4,828−3.3%ReducedHistory
WMSAdvanced Drainage Systems, Inc.COM114,329$13.1M1.9%−1,293−1.1%ReducedHistory
TTTrane Technologies plcSHS29,372$12.8M1.8%−476−1.6%ReducedHistory
POWIPower Integrations IncCOM220,817$12.3M1.8%−2,381−1.1%ReducedHistory
ATSATS CorpCOM381,812$12.2M1.7%−4,482−1.2%ReducedHistory
FSLRFirst Solar, Inc.Stock72,162$11.9M1.7%+2,689+3.9%AddedHistory
ICLRIcon PLCCOM80,202$11.7M1.7%−670−0.8%ReducedHistory
ROKRockwell Automation, IncStock34,749$11.5M1.7%−1,012−2.8%ReducedHistory
CWENClearway Energy, Inc.CL C352,713$11.3M1.6%−9,267−2.6%ReducedHistory
DHRDanaher CorpStock55,457$11.0M1.6%−713−1.3%ReducedHistory
VTRVentas, Inc.REIT158,783$9.99M1.4%+45,484+40.1%AddedHistory
GMEDGlobus Medical IncStock161,671$9.54M1.4%−2,192−1.3%ReducedHistory
NVONovo Nordisk A SADR124,919$8.64M1.2%+124,919NewHistory
DEAEasterly Government Properties, Inc.COM SHS377,423$8.39M1.2%−27,585−6.8%ReducedConverted for a 2-for-5 splitHistory
CCICrown Castle Inc.REIT82,213$8.31M1.2%+9,189+12.6%AddedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG218,400$7.16M1.0%−8,333−3.7%ReducedHistory
APTVAptiv PLCStock104,488$7.13M1.0%−986−0.9%ReducedHistory
LNTHLantheus Holdings, Inc.Stock68,520$5.61M0.8%+68,520NewHistory
PCHPotlatchdeltic CorpCOM59,504$2.32M0.3%−8,397−12.4%ReducedHistory
WYWeyerhaeuser CoCOM NEW87,939$2.27M0.3%−9,447−9.7%ReducedHistory
AMHAmerican Homes 4 RentCL A51,998$1.87M0.3%−5,554−9.7%ReducedHistory
MAAMid America Apartment Communities Inc.COM10,561$1.56M0.2%−797−7.0%ReducedHistory
KRCKilroy Realty CorpCOM41,767$1.45M0.2%00.0%UnchangedHistory
COLDAmericold Realty TrustCOM82,365$1.39M0.2%00.0%UnchangedHistory
PLDPrologis, Inc.REIT13,148$1.39M0.2%−25,701−66.2%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM17,055$1.25M0.2%−4,696−21.6%ReducedHistory
STAGSTAG Industrial, Inc.COM33,905$1.23M0.2%−32,093−48.6%ReducedHistory
ADCAgree Realty CorpCOM16,865$1.22M0.2%00.0%UnchangedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK33,307$1.16M0.2%00.0%UnchangedHistory
JCIJohnson Controls International plcStock10,379$1.09M0.2%−2,666−20.4%ReducedHistory
DEDeere & CoStock1,981$1.02M0.1%00.0%UnchangedHistory
GXOGXO Logistics, Inc.Stock18,703$916.4K0.1%00.0%UnchangedHistory
VRTVertiv Holdings CoCOM CL A6,238$792.9K0.1%+1,115+21.8%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM5,997$733.4K0.1%00.0%UnchangedHistory
OCOwens CorningStock4,801$662.9K0.1%+276+6.1%AddedHistory
VITLVital Farms, Inc.COM16,691$647.9K0.1%00.0%UnchangedHistory
RYNRayonier IncCOM27,696$612.6K0.1%00.0%UnchangedHistory
DBRGDigitalBridge Group, Inc.CL A NEW56,352$577.9K0.1%00.0%UnchangedHistory
CMCCommercial Metals CoStock9,713$485.9K0.1%00.0%UnchangedHistory
GMABGenmab A/SSPONSORED ADS48,007––−718−1.5%ReducedHistory

Sold out since Q1 2025 (4)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Foresight Group Ltd Liability Partnership sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
LNGCheniere Energy, Inc.COM NEW11,460$2.59M0.4%History
CSXCSX CorpStock51,687$1.50M0.2%History
BXPBXP, Inc.COM15,604$1.06M0.2%History
HRHealthcare Realty Trust IncCL A COM18,693$313.4K<0.1%History