Foresight Group Ltd Liability Partnership
- SEC CIK
- 0001943441
- Latest filing
- Jul 27, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 58
- 0 vs. Q3 2025
- Portfolio value
- $624.1M
- −$45.8M (−6.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COLDAmericold Realty Trust | COM | 22,920 | $306.6K | <0.1% | −59,445−72.2% | Reduced | History |
| WELLWelltower Inc. | REIT | 2,598 | $488.2K | 0.1% | +2,598 | New | History |
| KRCKilroy Realty Corp | COM | 13,036 | $497.7K | 0.1% | −11,434−46.7% | Reduced | History |
| VITLVital Farms, Inc. | COM | 15,759 | $519.3K | 0.1% | +1,447+10.1% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 5,997 | $612.4K | 0.1% | 00.0% | Unchanged | History |
| MAAMid America Apartment Communities Inc. | COM | 4,480 | $626.9K | 0.1% | −5,803−56.4% | Reduced | History |
| RYNRayonier Inc | COM | 29,048 | $631.6K | 0.1% | +1,352+4.9% | Added | History |
| OCOwens Corning | Stock | 5,975 | $676.0K | 0.1% | +1,174+24.5% | Added | History |
| CMCCommercial Metals Co | Stock | 9,713 | $679.3K | 0.1% | 00.0% | Unchanged | History |
| VRTVertiv Holdings Co | COM CL A | 4,589 | $754.2K | 0.1% | −375−7.6% | Reduced | History |
| AMHAmerican Homes 4 Rent | CL A | 26,157 | $843.4K | 0.1% | −24,747−48.6% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 5,978 | $878.9K | 0.1% | 00.0% | Unchanged | History |
| GXOGXO Logistics, Inc. | Stock | 17,226 | $914.0K | 0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 1,981 | $931.3K | 0.1% | 00.0% | Unchanged | History |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 33,307 | $1.19M | 0.2% | 00.0% | Unchanged | History |
| JCIJohnson Controls International plc | Stock | 10,379 | $1.26M | 0.2% | 00.0% | Unchanged | History |
| STAGSTAG Industrial, Inc. | COM | 35,872 | $1.34M | 0.2% | +5,397+17.7% | Added | History |
| ADCAgree Realty Corp | COM | 19,212 | $1.40M | 0.2% | +2,347+13.9% | Added | History |
| WYWeyerhaeuser Co | COM NEW | 63,934 | $1.53M | 0.2% | −8,169−11.3% | Reduced | History |
| PCHPotlatchdeltic Corp | COM | 41,739 | $1.67M | 0.3% | −2,403−5.4% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 8,806 | $1.70M | 0.3% | +8,806 | New | History |
| CSXCSX Corp | Stock | 47,396 | $1.73M | 0.3% | +47,396 | New | History |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 121,406 | $1.86M | 0.3% | +65,054+115.4% | Added | History |
| PLDPrologis, Inc. | REIT | 38,424 | $4.96M | 0.8% | −6,291−14.1% | Reduced | History |
| DEAEasterly Government Properties, Inc. | COM SHS | 270,367 | $5.76M | 0.9% | −8,817−3.2% | Reduced | History |
| DHRDanaher Corp | Stock | 28,100 | $6.48M | 1.0% | +207+0.7% | Added | History |
| POWIPower Integrations Inc | COM | 219,494 | $7.88M | 1.3% | −1,820−0.8% | Reduced | History |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 220,115 | $8.41M | 1.3% | +1,715+0.8% | Added | History |
| CCICrown Castle Inc. | REIT | 102,642 | $9.14M | 1.5% | −765−0.7% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 55,214 | $9.23M | 1.5% | −11,925−17.8% | Reduced | History |
| CWENClearway Energy, Inc. | CL C | 305,441 | $10.2M | 1.6% | −112,794−27.0% | Reduced | History |
| VTRVentas, Inc. | REIT | 132,576 | $10.4M | 1.7% | −22,303−14.4% | Reduced | History |
| TTTrane Technologies plc | SHS | 28,776 | $11.3M | 1.8% | −199−0.7% | Reduced | History |
| VRRMVerra Mobility Corp | CL A COM STK | 563,853 | $12.7M | 2.0% | +563,853 | New | History |
| ROKRockwell Automation, Inc | Stock | 32,829 | $12.9M | 2.1% | −241−0.7% | Reduced | History |
| DOCHealthpeak Properties, Inc. | COM | 853,335 | $13.8M | 2.2% | −81,620−8.7% | Reduced | History |
| VLTOVeralto Corp | Stock | 139,497 | $14.1M | 2.3% | −1,098−0.8% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 109,745 | $14.4M | 2.3% | −1,057−1.0% | Reduced | History |
| ICLRIcon PLC | COM | 80,893 | $14.4M | 2.3% | −858−1.0% | Reduced | History |
| SLABSilicon Laboratories Inc. | Stock | 109,232 | $14.5M | 2.3% | −982−0.9% | Reduced | History |
| APTVAptiv PLC | Stock | 206,637 | $15.9M | 2.5% | +102,091+97.7% | Added | History |
| NXTNextpower Inc. | Stock | 184,857 | $16.2M | 2.6% | −90,856−33.0% | Reduced | History |
| EQIXEquinix Inc | COM | 23,748 | $18.3M | 2.9% | −2,391−9.1% | Reduced | History |
| DLRDigital Realty Trust, Inc. | COM | 120,205 | $18.8M | 3.0% | −4,477−3.6% | Reduced | History |
| SWSmurfit Westrock plc | Stock | 507,408 | $19.7M | 3.2% | +4,839+1.0% | Added | History |
| MSAMSA Safety Inc | COM | 121,548 | $19.8M | 3.2% | −40,678−25.1% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 124,014 | $21.9M | 3.5% | −3,364−2.6% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 195,788 | $26.9M | 4.3% | −1,930−1.0% | Reduced | History |
| STESTERIS plc | SHS USD | 108,428 | $27.7M | 4.4% | −4,761−4.2% | Reduced | History |
| ECLEcolab Inc. | Stock | 105,402 | $27.9M | 4.5% | −7,104−6.3% | Reduced | History |
| XYLXylem Inc. | COM | 209,243 | $28.8M | 4.6% | −27,622−11.7% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 96,260 | $28.8M | 4.6% | −2,737−2.8% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 109,830 | $29.1M | 4.7% | −3,282−2.9% | Reduced | History |
| TRMBTrimble Inc. | COM | 372,689 | $29.6M | 4.7% | −9,163−2.4% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 50,883 | $29.7M | 4.8% | −903−1.7% | Reduced | History |
| GMEDGlobus Medical Inc | Stock | 344,607 | $30.3M | 4.9% | −76,934−18.3% | Reduced | History |
| TELTE Connectivity plc | Stock | 135,708 | $31.2M | 5.0% | −19,982−12.8% | Reduced | History |
| NVONovo Nordisk A S | ADR | 123,759 | – | – | −1,246−1.0% | Reduced | History |
Sold out since Q3 2025 (4)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| AZNAstraZeneca PLC | SPONSORED ADR | 171,086 | $13.1M | 2.0% | History |
| ATSATS Corp | COM | 388,892 | $10.2M | 1.5% | History |
| GMABGenmab A/S | SPONSORED ADS | 47,194 | $1.45M | 0.2% | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 10,256 | $865.9K | 0.1% | History |