Foresight Group Ltd Liability Partnership
- SEC CIK
- 0001943441
- Latest filing
- Jul 27, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 27, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 62
- +3 vs. Q1 2026
- Portfolio value
- $555.8M
- −$10.4M (−1.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VITLVital Farms, Inc. | COM | 29,399 | $340.4K | 0.1% | +13,640+86.6% | Added | History |
| COLDAmericold Realty Trust | COM | 22,920 | $363.4K | 0.1% | 00.0% | Unchanged | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 5,997 | $427.0K | 0.1% | 00.0% | Unchanged | History |
| KRCKilroy Realty Corp | COM | 13,036 | $496.5K | 0.1% | 00.0% | Unchanged | History |
| WELLWelltower Inc. | REIT | 2,598 | $595.4K | 0.1% | 00.0% | Unchanged | History |
| CMCCommercial Metals Co | Stock | 9,713 | $620.9K | 0.1% | 00.0% | Unchanged | History |
| MAAMid America Apartment Communities Inc. | COM | 4,480 | $621.9K | 0.1% | 00.0% | Unchanged | History |
| BXPBXP, Inc. | COM | 13,202 | $878.8K | 0.2% | 00.0% | Unchanged | History |
| AMHAmerican Homes 4 Rent | CL A | 26,157 | $884.8K | 0.2% | 00.0% | Unchanged | History |
| GXOGXO Logistics, Inc. | Stock | 18,872 | $929.6K | 0.2% | +1,646+9.6% | Added | History |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 22,347 | $941.9K | 0.2% | −5,099−18.6% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 7,035 | $1.11M | 0.2% | +1,057+17.7% | Added | History |
| STAGSTAG Industrial, Inc. | COM | 28,807 | $1.11M | 0.2% | −6,693−18.9% | Reduced | History |
| OCOwens Corning | Stock | 7,144 | $1.13M | 0.2% | +1,169+19.6% | Added | History |
| ADCAgree Realty Corp | COM | 15,903 | $1.22M | 0.2% | −2,153−11.9% | Reduced | History |
| DEDeere & Co | Stock | 1,981 | $1.24M | 0.2% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 26,808 | $1.28M | 0.2% | −20,588−43.4% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 10,379 | $1.51M | 0.3% | 00.0% | Unchanged | History |
| WYWeyerhaeuser Co | COM NEW | 64,742 | $1.54M | 0.3% | +5,780+9.8% | Added | History |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 121,406 | $1.92M | 0.3% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 92,003 | $1.93M | 0.3% | −12,947−12.3% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 8,869 | $2.15M | 0.4% | −1,945−18.0% | Reduced | History |
| PLDPrologis, Inc. | REIT | 16,029 | $2.19M | 0.4% | −4,901−23.4% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 6,749 | $2.22M | 0.4% | −2,327−25.6% | Reduced | History |
| DEAEasterly Government Properties, Inc. | COM SHS | 198,278 | $4.99M | 0.9% | −734−0.4% | Reduced | History |
| NVONovo Nordisk A S | ADR | 109,935 | $5.28M | 0.9% | +109,935 | New | History |
| BSXBoston Scientific Corp | Stock | 126,468 | $5.37M | 1.0% | +37,125+41.6% | Added | History |
| CCICrown Castle Inc. | REIT | 75,663 | $5.75M | 1.0% | +1,235+1.7% | Added | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 92,217 | $6.73M | 1.2% | +92,217 | New | History |
| TTEKTetra Tech Inc | COM | 269,580 | $7.68M | 1.4% | +269,580 | New | History |
| NXTNextpower Inc. | Stock | 71,334 | $8.23M | 1.5% | −8,719−10.9% | Reduced | History |
| BSYBentley Systems Inc | COM CL B | 293,803 | $8.70M | 1.6% | −33,355−10.2% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 63,491 | $9.11M | 1.6% | +8,094+14.6% | Added | History |
| EXCExelon Corp | Stock | 198,415 | $9.30M | 1.7% | +34,920+21.4% | Added | History |
| MSAMSA Safety Inc | COM | 54,195 | $9.42M | 1.7% | −7,019−11.5% | Reduced | History |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 253,428 | $9.45M | 1.7% | +253,428 | New | History |
| CVSACovista Inc. | COM | 77,264 | $9.64M | 1.7% | +77,264 | New | History |
| VGNTVersigent PLC | ORDINARY SHARES | 262,320 | $10.6M | 1.9% | +262,320 | New | History |
| VLTOVeralto Corp | Stock | 127,342 | $11.2M | 2.0% | −11,778−8.5% | Reduced | History |
| VTRVentas, Inc. | REIT | 126,030 | $11.3M | 2.0% | +9,439+8.1% | Added | History |
| CWENClearway Energy, Inc. | CL C | 330,485 | $11.5M | 2.1% | +44,910+15.7% | Added | History |
| SNPSSynopsys Inc | COM | 27,577 | $12.2M | 2.2% | −5,508−16.6% | Reduced | History |
| SWSmurfit Westrock plc | Stock | 270,883 | $12.4M | 2.2% | +270,883 | New | History |
| TTTrane Technologies plc | SHS | 25,643 | $12.6M | 2.3% | −2,623−9.3% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 53,647 | $12.6M | 2.3% | −56,563−51.3% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 27,378 | $13.5M | 2.4% | −2,995−9.9% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 97,840 | $16.1M | 2.9% | +1,651+1.7% | Added | History |
| EQIXEquinix Inc | COM | 15,493 | $16.3M | 2.9% | −2,328−13.1% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 86,508 | $16.8M | 3.0% | −9,695−10.1% | Reduced | History |
| TRMBTrimble Inc. | COM | 336,440 | $17.0M | 3.1% | −35,157−9.5% | Reduced | History |
| DOCHealthpeak Properties, Inc. | COM | 808,489 | $17.5M | 3.2% | +4,504+0.6% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 100,750 | $18.2M | 3.3% | −7,544−7.0% | Reduced | History |
| STESTERIS plc | SHS USD | 89,732 | $18.8M | 3.4% | −11,921−11.7% | Reduced | History |
| GMEDGlobus Medical Inc | Stock | 254,030 | $19.8M | 3.6% | −39,873−13.6% | Reduced | History |
| ICLRIcon PLC | COM | 119,181 | $20.6M | 3.7% | +38,521+47.8% | Added | History |
| TELTE Connectivity plc | Stock | 105,882 | $21.3M | 3.8% | −13,728−11.5% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 43,414 | $21.7M | 3.9% | −5,240−10.8% | Reduced | History |
| APTVAptiv PLC | Stock | 369,767 | $22.3M | 4.0% | −19,007−4.9% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 170,779 | $22.3M | 4.0% | −24,434−12.5% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 174,231 | $23.1M | 4.2% | −9,760−5.3% | Reduced | History |
| XYLXylem Inc. | COM | 202,120 | $23.9M | 4.3% | +4,766+2.4% | Added | History |
| ECLEcolab Inc. | Stock | 88,745 | $24.7M | 4.5% | −10,703−10.8% | Reduced | History |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| FLUTFlutter Entertainment plc | SHS | 302,279 | $12.0M | 2.1% | History |
| POWIPower Integrations Inc | COM | 219,475 | $11.2M | 2.0% | History |
| VRRMVerra Mobility Corp | CL A COM STK | 593,623 | $8.48M | 1.5% | History |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 213,209 | $8.31M | 1.5% | History |