ABC ARBITRAGE SA

SEC CIK
0002049221

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 20, 2026.SEC

Positions
381
+17 vs. Q1 2026
Total value
$926.06M
+$173.14M (+23.0%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

ABC ARBITRAGE SA holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
DEODIAGEO PLCSPON ADR NEW584,311$46.97M5.07%+77,475+15.3%AddedView
BTIBRITISH AMERN TOB PLCSPONSORED ADR731,156$45.16M4.88%+340,428+87.1%AddedView
RIORIO TINTO PLC SPONSORED ADRADR406,269$38.57M4.16%+126,462+45.2%AddedView
LYGLLOYDS BANKING GROUP PLCSPONSORED ADR5,689,418$33.17M3.58%+5,658,508+18,306.4%AddedView
NWGNATWEST GROUP PLCSPONS ADR1,859,270$32.78M3.54%+568,174+44.0%AddedView
VODVODAFONE GROUP PLC SPONSORED ADRADR2,426,727$32.09M3.47%−899,784−27.0%ReducedView
INGING GROEP N.V.SPONSORED ADR1,006,300$31.58M3.41%+1,006,300NewView
SHELSHELL PLC SPON ADSADR378,254$29.33M3.17%−20,269−5.1%ReducedView
BPBP PLC SPONSORED ADRADR790,506$29.21M3.15%+113,911+16.8%AddedView
GSKGSK PLC SPONSORED ADRADR538,873$28.25M3.05%−2,880−0.5%ReducedView
HSBCHSBC HLDGS PLCSPON ADR NEW283,637$26.97M2.91%+540+0.2%AddedView
IHGINTERCONTINENTAL HOTELS GROUSPONSORED ADS153,668$26.6M2.87%+19,409+14.5%AddedView
NGGNATIONAL GRID PLCSPONSORED ADR NE301,977$25.02M2.70%−53,137−15.0%ReducedView
NVONOVO-NORDISK A S ADRADR369,120$17.7M1.91%+369,120NewView
AMXAMERICA MOVIL SAB DE CVSPON ADS RP CL B512,433$13.32M1.44%+95,519+22.9%AddedView
AEGAEGON LTDAMER REG 1 CERT1,563,550$13.2M1.42%−543,535−25.8%ReducedView
RYAAYRYANAIR HOLDINGS PLCSPONSORED ADR201,142$13.02M1.41%+109,889+120.4%AddedView
SNNSMITH & NEPHEW PLCSPDN ADR NEW375,682$10.82M1.17%+85,001+29.2%AddedView
HLNHALEON PLC SPON ADSADR1,109,295$10.35M1.12%+631,918+132.4%AddedView
PUKPRUDENTIAL PLCADR288,740$7.74M0.84%+288,740NewView
HMYHARMONY GOLD MNG LTD SPONSORED ADRADR503,723$7.66M0.83%−237,822−32.1%ReducedView
ULUNILEVER PLCSPON ADR NEW120,651$7.25M0.78%+120,651NewView
SYNASYNAPTICS INC COMStock57,642$7.16M0.77%+57,642NewView
LEGGETT & PLATT INC COM524660107Stock611,215$7.16M0.77%+611,215New–
STELLAR BANCORP INC858927106COM180,859$7.11M0.77%+21,035+13.2%Added–
TECHBIO-TECHNE CORPCOM100,348$7.09M0.77%+100,348NewView
DBRGDIGITALBRIDGE GROUP INCCL A NEW448,178$7.07M0.76%+102,166+29.5%AddedView
NUVALENT INC670703107COM57,147$7.06M0.76%+57,147New–
RAMPLIVERAMP HLDGS INCCOM186,703$7.03M0.76%+186,703NewView
APOGEE THERAPEUTICS INC03770N101COM52,918$7.02M0.76%+52,918New–
PENPENUMBRA INCCOM22,223$7.02M0.76%+9,346+72.6%AddedView
ACAARCOSA INCCOM48,218$7.01M0.76%+48,218NewView
NATIONAL STORAGE AFFILIATES637870106COM SHS BEN IN156,367$6.95M0.75%+47,864+44.1%Added–
WTRGESSENTIAL UTILS INCCOM180,276$6.91M0.75%+66,294+58.2%AddedView
PHGKONINKLIJKE PHILIPS N VNY REGIS SHS NEW237,271$6.45M0.70%+237,271NewView
EQNREQUINOR ASASPONSORED ADR204,684$6.43M0.69%+204,684NewView
CXCEMEX SA EURO MTN BE 144ASPON ADR NEW487,605$5.85M0.63%−685,868−58.4%ReducedView
ORLA MNG LTD NEW68634K106COM577,150$5.65M0.61%+577,150New–
RTORENTOKIL INITIAL PLCSPONSORED ADR195,008$5.58M0.60%+55,470+39.8%AddedView
NATHNATHANS FAMOUS INCCOM53,957$5.48M0.59%00.0%UnchangedView
FMSFRESENIUS MEDICAL CARE AGSPONSORED ADR239,751$5.42M0.59%+239,751NewView
LOWLOWES COS INC COMStock23,963$5.28M0.57%+23,963NewView
MRSHMARSH & MCLENNAN COS INC COMStock31,663$5.28M0.57%+26,050+464.1%AddedView
LENLENNAR CORPCL A58,098$5.26M0.57%−41,894−41.9%ReducedView
CVXCHEVRON CORPORATION COMStock31,384$5.2M0.56%+9,401+42.8%AddedView
CCICROWN CASTLE INC COMREIT68,542$5.19M0.56%+68,542NewView
NOKNOKIA CORPSPONSORED ADR388,602$5.16M0.56%+388,602NewView
MLMMARTIN MARIETTA MATLS INCCOM8,888$5.13M0.55%+5,953+202.8%AddedView
HBANHUNTINGTON BANCSHARES INCCOM288,202$5.11M0.55%+223,227+343.6%AddedView
ARESARES MANAGEMENT CORPORATIONCL A COM STK45,693$5.09M0.55%+45,693NewView
KEYKEYCORPCOM220,410$5.08M0.55%+202,420+1,125.2%AddedView
COPCONOCOPHILLIPS COMStock48,778$5.07M0.55%+48,778NewView
MPCMARATHON PETE CORP COMStock19,751$5.05M0.55%+19,751NewView
HIGHARTFORD INSURANCE GROUP INC COMStock37,754$5M0.54%+37,754NewView
TFCTRUIST FINL CORPCOM99,790$4.97M0.54%+99,790NewView
BUDANHEUSER BUSCH INBEV SA NV SPONSORED ADRADR60,133$4.95M0.54%−8,583−12.5%ReducedView
WPPWPP PLC NEWADR291,076$4.51M0.49%+291,076NewView
PSOPEARSON PLCSPONSORED ADR281,169$4.47M0.48%+56,169+25.0%AddedView
CCLCARNIVAL CORP LTD COMMON SHARESStock153,669$4.39M0.47%+153,669NewView
LRCXLAM RESEARCH CORP COM NEWStock9,362$4.06M0.44%−5,107−35.3%ReducedView
ASXASE TECHNOLOGY HLDG CO LTDSPONSORED ADS89,531$4.04M0.44%+29,183+48.4%AddedView
TXNMTXNM ENERGY INCCOM70,642$4.01M0.43%00.0%UnchangedView
CATALYST PHARMACEUTICALS INC14888U101COM117,681$3.7M0.40%+117,681New–
SONYSONY GROUP CORPSPONSORED ADR177,908$3.57M0.39%+177,908NewView
NVRNVR INCCOM519$3.54M0.38%+519NewView
AESAES CORP COMStock241,199$3.54M0.38%+241,199NewView
PAYOPAYONEER GLOBAL INCCOM495,773$3.53M0.38%+495,773NewView
OKEONEOK INC NEWCOM39,913$3.47M0.37%+8,524+27.2%AddedView
HEI.AHEICO CORP NEWCL A13,364$3.45M0.37%+13,364NewView
CHART INDS INC16115Q308COM16,251$3.4M0.37%00.0%Unchanged–
IMXIINTERNATIONAL MONEY EXPRESSCOM224,282$3.24M0.35%+67,577+43.1%AddedView
MODIV INDUSTRIAL INC60784B101COM STK CL C183,822$3.2M0.35%+183,822New–
GOOGALPHABET INC CAP STK CL CStock8,845$3.13M0.34%+8,845NewView
PPLPPL CORPCOM83,799$3.05M0.33%+83,799NewView
TALKSPACE INC87427V103COM573,850$2.98M0.32%+185,706+47.8%Added–
ZGZILLOW GROUP INCCL A95,075$2.98M0.32%+95,075NewView
SSLSASOL LTDSPONSORED ADR301,838$2.96M0.32%+287,236+1,967.1%AddedView
DALDELTA AIR LINES INCCOM NEW31,437$2.94M0.32%+31,437NewView
RELXRELX PLCSPONSORED ADR90,026$2.85M0.31%+90,026NewView
EENI SPASPONSORED ADR58,156$2.73M0.29%+45,949+376.4%AddedView
VTMXVESTA REAL ESTATE CORPADS77,276$2.65M0.29%+50,717+191.0%AddedView
SNPSSYNOPSYS INCCOM5,813$2.59M0.28%−1,219−17.3%ReducedView
WFCWELLS FARGO & CO COMStock29,743$2.46M0.27%+29,743NewView
PBRPETROLEO BRASILEIRO S ASPONSORED ADR151,762$2.45M0.26%+151,762NewView
DRDDRDGOLD LIMITEDSPON ADR REPSTG107,960$2.3M0.25%+59,977+125.0%AddedView
AVANOS MED INC COM05350V106Stock85,529$2.13M0.23%+85,529New–
METMETLIFE INC COMStock24,825$2.1M0.23%−4,166−14.4%ReducedView
GBTGGLOBAL BUSINESS TRAVEL GROUPCOM CL A194,030$1.82M0.20%+194,030NewView
SILA REALTY TRUST INC146280508COMMON STOCK59,967$1.82M0.20%+59,967New–
WHITESTONE REIT966084204COM95,817$1.82M0.20%+95,817New–
CZRCAESARS ENTERTAINMENT INC NECOM59,971$1.81M0.20%+59,971NewView
DDOMINION ENERGY INC COMStock25,522$1.74M0.19%+25,522NewView
MARMARRIOTT INTL INC NEW CL AStock4,563$1.69M0.18%+4,563NewView
AEEAMEREN CORPCOM14,859$1.68M0.18%+1,422+10.6%AddedView
VECOVEECO INSTRS INC DELCOM21,202$1.61M0.17%−10,316−32.7%ReducedView
GSATGLOBALSTAR INCCOM NEW18,008$1.46M0.16%+18,008NewView
MAAMID-AMER APT CMNTYS INCCOM10,446$1.45M0.16%+641+6.5%AddedView
TAYLOR MORRISON HOME CORP87724P106COM20,143$1.45M0.16%+20,143New–
SLPSIMULATIONS PLUS INCCOM78,869$1.44M0.16%+78,869NewView
OPEN LENDING CORP68373J104COM450,304$1.4M0.15%+450,304New–

Sold out since Q1 2026 (179)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 179 by value.

ABC ARBITRAGE SA positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
ERICTELEFONAKTIEBOLAGET LM ERICSADR B SEK 102,333,866$26.3M3.49%
ASMLASML HLDG NV N Y REGISTRY SHSADR7,406$9.78M1.30%
SEMRUSH HLDGS INC81686C104CL A COM530,423$6.33M0.84%
UALUNITED AIRLS HLDGS INCCOM68,240$6.28M0.83%
CSG SYS INTL INC126349109COM75,205$6.01M0.80%
AMICUS THERAPEUTICS INC03152W109COM403,460$5.83M0.77%
HERITAGE COMM CORP426927109COM466,416$5.82M0.77%
FIRST FNDTN INC32026V104COM964,315$5.69M0.76%
TRI POINTE HOMES INC87265H109COM119,891$5.6M0.74%
LINKBANCORP INC53578P105COMMON STOCK656,312$5.47M0.73%
DAY ONE BIOPHARMACEUTICALS INC COM23954D109Stock228,817$4.91M0.65%
SUN CTRY AIRLS HLDGS INC866683105COM266,156$4.4M0.58%
MASIMO CORP574795100COM23,604$4.2M0.56%
PROASSURANCE CORP74267C106COM169,272$4.18M0.56%
NIONIO INC SPON ADSADR670,417$4.04M0.54%
ADPAUTOMATIC DATA PROCESSING INC COMStock19,124$3.89M0.52%
MTARCELORMITTAL SA LUXEMBOURGNY REGISTRY SH73,471$3.82M0.51%
AVALONBAY CMNTYS INC053484101COM22,924$3.74M0.50%
FLUSHING FINL CORP343873105COM227,855$3.5M0.46%
ARCELLX INC03940C100COMMON STOCK30,347$3.48M0.46%
TRVTRAVELERS COMPANIES INC COMStock11,740$3.42M0.45%
TERNS PHARMACEUTICALS INC880881107COM64,303$3.39M0.45%
APELLIS PHARMACEUTICALS INC03753U106COM83,317$3.35M0.45%
SUNOPTA INC8676EP108COM480,024$3.11M0.41%
CALAVO GROWERS INC128246105COM116,031$2.99M0.40%
AMTAMERICAN TOWER CORP COMREIT15,579$2.69M0.36%
BLUE FOUNDRY BANCORP09549B104COM200,781$2.66M0.35%
HDHOME DEPOT INC COMStock7,558$2.49M0.33%
WMBWILLIAMS COS INCCOM33,162$2.41M0.32%
SAPSAP SE SPON ADRADR13,467$2.31M0.31%
CWENCLEARWAY ENERGY INCCL A57,194$2.24M0.30%
DHRDANAHER CORP DEL COMStock11,300$2.14M0.28%
ON24 INC68339B104COM247,396$2M0.27%
HEIHEICO CORP NEWCOM7,276$2M0.26%
REGREGENCY CTRS CORPCOM26,326$1.99M0.26%
CCLCARNIVAL PLCADR71,074$1.83M0.24%
VVISA INC COM CL AStock5,979$1.81M0.24%
ZZILLOW GROUP INCCL C CAP STK41,830$1.73M0.23%
WDCWESTERN DIGITAL CORPCOM5,722$1.55M0.21%
MUFGMITSUBISHI UFJ FINANCIAL GROSPONSORED ADS85,154$1.45M0.19%
PBR.APETROLEO BRASILEIRO S ASP ADR NON VTG71,849$1.35M0.18%
GOOGLALPHABET INC CAP STK CL AStock4,494$1.29M0.17%
THERMON GROUP HLDGS INC88362T103COM21,895$1.1M0.15%
UDEMY INC902685106COM205,352$948.73K0.13%
YUMCYUM CHINA HLDGS INCCOM18,822$918.14K0.12%
UAAUNDER ARMOUR INC CL AStock153,452$906.9K0.12%
Griffin Cap Essntl Ast Reit II Com Cl E39818P799Common Stock41,862$874.5K0.12%
AMERICAN WOODMARK CORPORATIO030506109COM18,378$732K0.10%
PLANET LABS PBC72703X114*W EXP 12/06/20237,299$613.57K0.08%
MCOMOODYS CORP COMStock1,249$544.88K0.07%
VRTXVERTEX PHARMACEUTICALS INC COMStock1,215$542.55K0.07%
MFGMIZUHO FINANCIAL GROUP INCSPONSORED ADR67,361$534.85K0.07%
LLOEWS CORPCOM4,554$486.09K0.06%
HSYHERSHEY COCOM2,239$465.47K0.06%
IRINGERSOLL RAND INCCOM5,785$463.49K0.06%
MARINE PRODS CORP568427108COM62,067$451.23K0.06%
KCKINGSOFT CLOUD HLDGS LTDADS33,119$442.47K0.06%
MCKMCKESSON CORP COMStock491$424.89K0.06%
MNSTMONSTER BEVERAGE CORP NEWCOM5,812$421.14K0.06%
CHDCHURCH & DWIGHT CO INCCOM4,458$416.02K0.06%
SAAQUSPACE ASSET ACQUISITION CORPUNIT 01/13/203140,000$407.6K0.05%
COLOMBIER ACQUISITION CORP IG2284A129UNIT 99/99/999940,000$407.2K0.05%
WLIIUWILLOW LANE ACQUISITION CRPUNIT 01/27/203140,000$404K0.05%
GIXXUGIGCAPITAL9 CORPUNIT 12/01/203040,000$402K0.05%
HACQUHCM IV ACQUISITION CORPUNIT 01/20/203140,000$401.2K0.05%
KRAQUKRAKACQUISITION CORPORATIONUNIT 12/23/203040,000$400.4K0.05%
PAACUPROEM ACQUISITION CORP IUNIT 01/29/203140,000$400.4K0.05%
ARCIUARCHIMEDES TECH SPAC PTNRS IUNIT 01/23/203140,000$400K0.05%
ACAAUAVERIN CAP ACQUISITION CORPUNIT 01/30/203140,000$400K0.05%
HCICUHENNESSY CAP INVTS CORP VIIIUNIT 02/02/203140,000$400K0.05%
PALOUPALOMA ACQUISITION CORP IUNIT 02/12/203140,000$399.2K0.05%
LEGATO MERGER CORP IVG7318R121UNIT 99/99/999940,000$399.2K0.05%
AACIUARMADA ACQUISITION CORP IIIUNIT 02/13/203140,000$398.4K0.05%
CAQUUCAMBRIDGE ACQUISITION CORPUNIT 01/30/203140,000$398.4K0.05%
ALOVUALDABRA 4 LQDTY OPP VEH INCUNIT 12/23/203040,000$398K0.05%
AACOUABONY ACQUISITION CORP IUNIT 01/29/203140,000$397.6K0.05%
XCBEUX3 ACQUISITION CORP LTDUNIT 12/19/203040,000$397.6K0.05%
MLAAUMOUNTAIN LAKE ACQUISIT CORPUNIT 01/21/203140,000$397.2K0.05%
MUZEUMUZERO ACQUISITION CORPUNIT 01/30/203140,000$397.2K0.05%
IACOUIDEA ACQUISITION CORPUNIT 01/06/203140,000$396.4K0.05%
PTORUPRAETORIAN ACQUISITION CORPUNIT 01/16/203140,000$396K0.05%
SSACSPACSPHERE ACQUISITION CORPCL A SHS40,000$396K0.05%
XSLLUXSOLLA SPAC 1UNIT 01/12/203140,000$396K0.05%
SVAQSILICON VY ACQUISITION CORPCL A40,000$395.6K0.05%
IPXGCOLUMBUS CIRCLE CAP CORP IIUSD CL A ORD SHS40,000$393.2K0.05%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR4,267$383.95K0.05%
CVSCVS HEALTH CORP COMStock5,343$383.73K0.05%
MSTRSTRATEGY INC CL A NEWStock3,073$383.51K0.05%
LKFTLAKEFRONT BIOTHERAPEUTICS NVSPON ADR12,744$382.32K0.05%
LUVSOUTHWEST AIRLS COCOM10,074$378.48K0.05%
BILIBILIBILI INCSPONS ADS REP Z16,484$371.88K0.05%
HWMHOWMET AEROSPACE INC COMStock1,611$371.27K0.05%
PEGPUBLIC SVC ENTERPRISE GROUPCOM4,425$358.2K0.05%
CTASCINTAS CORP COMStock2,116$357.9K0.05%
AXINAXIOM INTELLIGENCE-CL ACOM35,000$354.55K0.05%
AWKAMERICAN WTR WKS CO INC NEW COMStock2,583$351.52K0.05%
ADMARCHER DANIELS MIDLAND CO COMStock4,798$348.77K0.05%
ANETARISTA NETWORKS INC COM SHSStock2,815$345.63K0.05%
VRTVERTIV HOLDINGS COCOM CL A1,360$340.79K0.05%
OTISOTIS WORLDWIDE CORP COMStock4,358$335.92K0.04%

13F filings by quarter

ABC ARBITRAGE SA 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 20, 2026381$926.06Mvs. Q1 2026SEC
Q1 2026May 4, 2026364$752.92Mvs. Q4 2025SEC
Q4 2025Feb 4, 2026313$1.07Bvs. Q3 2025SEC
Q3 2025Nov 6, 2025200$1.02Bvs. Q2 2025SEC
Q2 2025Aug 8, 2025198$875.53Mvs. Q1 2025SEC
Q1 2025May 9, 2025191$538.1Mvs. Q4 2024SEC
Q4 2024Jan 30, 2025192$697.25M–SEC