Foresight Group Ltd Liability Partnership
- SEC CIK
- 0001943441
- Latest filing
- Jul 27, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 4, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 59
- +1 vs. Q4 2025
- Portfolio value
- $566.2M
- −$57.9M (−9.3%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VITLVital Farms, Inc. | COM | 15,759 | $207.9K | <0.1% | 00.0% | Unchanged | History |
| COLDAmericold Realty Trust | COM | 22,920 | $262.5K | <0.1% | 00.0% | Unchanged | History |
| KRCKilroy Realty Corp | COM | 13,036 | $368.2K | 0.1% | 00.0% | Unchanged | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 5,997 | $484.6K | 0.1% | 00.0% | Unchanged | History |
| WELLWelltower Inc. | REIT | 2,598 | $507.5K | 0.1% | 00.0% | Unchanged | History |
| MAAMid America Apartment Communities Inc. | COM | 4,480 | $545.4K | 0.1% | 00.0% | Unchanged | History |
| CMCCommercial Metals Co | Stock | 9,713 | $583.1K | 0.1% | 00.0% | Unchanged | History |
| OCOwens Corning | Stock | 5,975 | $623.0K | 0.1% | 00.0% | Unchanged | History |
| BXPBXP, Inc. | COM | 13,202 | $684.1K | 0.1% | +13,202 | New | History |
| AMHAmerican Homes 4 Rent | CL A | 26,157 | $731.0K | 0.1% | 00.0% | Unchanged | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 5,978 | $785.2K | 0.1% | 00.0% | Unchanged | History |
| GXOGXO Logistics, Inc. | Stock | 17,226 | $841.4K | 0.1% | 00.0% | Unchanged | History |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 27,446 | $1.03M | 0.2% | −5,861−17.6% | Reduced | History |
| DEDeere & Co | Stock | 1,981 | $1.10M | 0.2% | 00.0% | Unchanged | History |
| STAGSTAG Industrial, Inc. | COM | 35,500 | $1.28M | 0.2% | −372−1.0% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 10,379 | $1.31M | 0.2% | 00.0% | Unchanged | History |
| ADCAgree Realty Corp | COM | 18,056 | $1.35M | 0.2% | −1,156−6.0% | Reduced | History |
| WYWeyerhaeuser Co | COM NEW | 58,962 | $1.43M | 0.3% | −4,972−7.8% | Reduced | History |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 121,406 | $1.87M | 0.3% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 47,396 | $1.88M | 0.3% | 00.0% | Unchanged | History |
| VRTVertiv Holdings Co | COM CL A | 9,076 | $2.12M | 0.4% | +4,487+97.8% | Added | History |
| RYNRayonier Inc | COM | 104,950 | $2.16M | 0.4% | +75,902+261.3% | Added | History |
| PLDPrologis, Inc. | REIT | 20,930 | $2.70M | 0.5% | −17,494−45.5% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 10,814 | $3.17M | 0.6% | +2,008+22.8% | Added | History |
| DEAEasterly Government Properties, Inc. | COM SHS | 199,012 | $4.26M | 0.8% | −71,355−26.4% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 89,343 | $5.61M | 1.0% | +89,343 | New | History |
| CCICrown Castle Inc. | REIT | 74,428 | $5.93M | 1.0% | −28,214−27.5% | Reduced | History |
| EXCExelon Corp | Stock | 163,495 | $8.01M | 1.4% | +163,495 | New | History |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 213,209 | $8.31M | 1.5% | +213,209 | New | History |
| VRRMVerra Mobility Corp | CL A COM STK | 593,623 | $8.48M | 1.5% | +29,770+5.3% | Added | History |
| ICLRIcon PLC | COM | 80,660 | $8.93M | 1.6% | −233−0.3% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 55,397 | $9.42M | 1.7% | +183+0.3% | Added | History |
| VTRVentas, Inc. | REIT | 116,591 | $9.52M | 1.7% | −15,985−12.1% | Reduced | History |
| NXTNextpower Inc. | Stock | 80,053 | $9.65M | 1.7% | −104,804−56.7% | Reduced | History |
| MSAMSA Safety Inc | COM | 61,214 | $10.0M | 1.8% | −60,334−49.6% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 30,373 | $10.9M | 1.9% | −2,456−7.5% | Reduced | History |
| CWENClearway Energy, Inc. | CL C | 285,575 | $11.2M | 2.0% | −19,866−6.5% | Reduced | History |
| POWIPower Integrations Inc | COM | 219,475 | $11.2M | 2.0% | −190.0% | Reduced | History |
| BSYBentley Systems Inc | COM CL B | 327,158 | $11.5M | 2.0% | +327,158 | New | History |
| TTTrane Technologies plc | SHS | 28,266 | $11.8M | 2.1% | −510−1.8% | Reduced | History |
| FLUTFlutter Entertainment plc | SHS | 302,279 | $12.0M | 2.1% | +302,279 | New | History |
| VLTOVeralto Corp | Stock | 139,120 | $12.3M | 2.2% | −377−0.3% | Reduced | History |
| SNPSSynopsys Inc | COM | 33,085 | $13.1M | 2.3% | +33,085 | New | History |
| DOCHealthpeak Properties, Inc. | COM | 803,985 | $13.3M | 2.4% | −49,350−5.8% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 96,189 | $16.4M | 2.9% | −27,825−22.4% | Reduced | History |
| EQIXEquinix Inc | COM | 17,821 | $17.2M | 3.0% | −5,927−25.0% | Reduced | History |
| DLRDigital Realty Trust, Inc. | COM | 108,294 | $19.0M | 3.4% | −11,911−9.9% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 110,210 | $21.7M | 3.8% | +380+0.3% | Added | History |
| AAgilent Technologies, Inc. | COM | 195,213 | $22.3M | 3.9% | −575−0.3% | Reduced | History |
| STESTERIS plc | SHS USD | 101,653 | $22.5M | 4.0% | −6,775−6.2% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 96,203 | $23.0M | 4.1% | −57−0.1% | Reduced | History |
| XYLXylem Inc. | COM | 197,354 | $23.6M | 4.2% | −11,889−5.7% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 48,654 | $23.9M | 4.2% | −2,229−4.4% | Reduced | History |
| TRMBTrimble Inc. | COM | 371,597 | $24.2M | 4.3% | −1,092−0.3% | Reduced | History |
| TELTE Connectivity plc | Stock | 119,610 | $25.0M | 4.4% | −16,098−11.9% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 183,991 | $25.0M | 4.4% | +74,246+67.7% | Added | History |
| GMEDGlobus Medical Inc | Stock | 293,903 | $25.3M | 4.5% | −50,704−14.7% | Reduced | History |
| ECLEcolab Inc. | Stock | 99,448 | $26.5M | 4.7% | −5,954−5.6% | Reduced | History |
| APTVAptiv PLC | Stock | 388,774 | $27.0M | 4.8% | +182,137+88.1% | Added | History |
Sold out since Q4 2025 (6)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| SWSmurfit Westrock plc | Stock | 507,408 | $19.7M | 3.2% | History |
| SLABSilicon Laboratories Inc. | Stock | 109,232 | $14.5M | 2.3% | History |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 220,115 | $8.41M | 1.3% | History |
| DHRDanaher Corp | Stock | 28,100 | $6.48M | 1.0% | History |
| PCHPotlatchdeltic Corp | COM | 41,739 | $1.67M | 0.3% | History |
| NVONovo Nordisk A S | ADR | 123,759 | – | – | History |