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Asset Manager ← All Institutions

Lingohr Asset Management GmbH

Q4 2025 · Filed 2025-11-04
Market Value
$0
-100.0%
Holdings
103
-11
New Purchases
0
Added To
0
Closed
103
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 20 $0 0%
Large Cap 52 $0 0%
Mid Cap 26 $0 0%
Small Cap 5 $0 0%

Portfolio Analytics

Avg Market Cap
$218.5B
Median Market Cap
$36.2B
Avg P/E
29.0
Median P/E
22.6
Avg Dividend Yield
0.01%
Avg Beta
0.97
# Stocks
102
# ETFs / Funds
1

Top Holdings (103 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ENS —% -$443K -3,920 -100.0% SOLD
2 NVT —% -$800K -8,127 -100.0% SOLD
3 CVX —% -$264K -1,700 -100.0% SOLD
4 FLR —% -$449K -10,669 -100.0% SOLD
5 FINV —% -$779K -105,690 -100.0% SOLD
6 XOM —% -$858K -7,613 -100.0% SOLD
7 TEVA —% -$202K -10,000 -100.0% SOLD
8 SE —% -$2M -12,700 -100.0% SOLD
9 TME —% -$2M -74,834 -100.0% SOLD
10 CARR —% -$262K -4,400 -100.0% SOLD
11 SPOT —% -$558K -800 -100.0% SOLD
12 AES —% -$208K -16,027 -100.0% SOLD
13 MTG —% -$384K -13,534 -100.0% SOLD
14 VIST —% -$302K -8,775 -100.0% SOLD
15 ABBV —% -$644K -2,800 -100.0% SOLD
16 CRM —% -$6M -26,802 -100.0% SOLD
17 BDC —% -$202K -1,679 -100.0% SOLD
18 BLK —% -$700K -600 -100.0% SOLD
19 MO —% -$664K -10,044 -100.0% SOLD
20 KT —% -$1M -60,521 -100.0% SOLD
21 VZ —% -$635K -14,700 -100.0% SOLD
22 PVH —% -$4M -51,460 -100.0% SOLD
23 PFE —% -$589K -23,100 -100.0% SOLD
24 IBM —% -$226K -800 -100.0% SOLD
25 GEV —% -$449K -730 -100.0% SOLD
26 SYF —% -$365K -5,140 -100.0% SOLD
27 BYD —% -$215K -2,485 -100.0% SOLD
28 MLI —% -$501K -4,954 -100.0% SOLD
29 GRBK —% -$237K -3,213 -100.0% SOLD
30 ENIC —% -$703K -180,657 -100.0% SOLD
31 SNX —% -$229K -1,400 -100.0% SOLD
32 AMG —% -$201K -843 -100.0% SOLD
33 PINS —% -$3M -79,000 -100.0% SOLD
34 JPM —% -$220K -700 -100.0% SOLD
35 EQT —% -$519K -9,541 -100.0% SOLD
36 AMTM —% -$4M -175,000 -100.0% SOLD
37 EME —% -$506K -779 -100.0% SOLD
38 T —% -$532K -19,038 -100.0% SOLD
39 FTI —% -$1M -32,295 -100.0% SOLD
40 NU —% -$1M -83,514 -100.0% SOLD
41 ETN —% -$269K -720 -100.0% SOLD
42 TMO —% -$662K -1,364 -100.0% SOLD
43 SU —% -$425K -10,170 -100.0% SOLD
44 CVSA —% -$5M -31,000 -100.0% SOLD
45 YUMC —% -$258K -6,000 -100.0% SOLD
46 MCK —% -$5M -6,266 -100.0% SOLD
47 IBN —% -$1M -48,000 -100.0% SOLD
48 NRG —% -$701K -4,340 -100.0% SOLD
49 ADT —% -$644K -73,940 -100.0% SOLD
50 IFS —% -$2M -40,535 -100.0% SOLD
51 CSCO —% -$646K -9,500 -100.0% SOLD
52 UBS —% -$880K -21,509 -100.0% SOLD
53 CCJ —% -$1M -12,846 -100.0% SOLD
54 VLO —% -$585K -3,434 -100.0% SOLD
55 CW —% -$248K -457 -100.0% SOLD
56 TPC —% -$209K -3,192 -100.0% SOLD
57 AXS —% -$875K -9,132 -100.0% SOLD
58 MDT —% -$960K -10,075 -100.0% SOLD
59 UNH —% -$656K -1,900 -100.0% SOLD
60 OPFI —% -$228K -20,152 -100.0% SOLD
61 TGT —% -$265K -2,952 -100.0% SOLD
62 RS —% -$349K -1,244 -100.0% SOLD
63 CTSH —% -$424K -6,329 -100.0% SOLD
64 CEG —% -$296K -900 -100.0% SOLD
65 EXEL —% -$930K -22,522 -100.0% SOLD
66 AMD —% -$844K -5,214 -100.0% SOLD
67 CVLT —% -$623K -3,301 -100.0% SOLD
68 LRCX —% -$851K -6,355 -100.0% SOLD
69 BNTX —% -$673K -6,822 -100.0% SOLD
70 DOCU —% -$285K -3,955 -100.0% SOLD
71 ACT —% -$357K -9,299 -100.0% SOLD
72 GILD —% -$748K -6,737 -100.0% SOLD
73 FLEX —% -$538K -9,283 -100.0% SOLD
74 HALO —% -$211K -2,883 -100.0% SOLD
75 MAT —% -$313K -18,600 -100.0% SOLD
76 COLL —% -$205K -5,871 -100.0% SOLD
77 CARG —% -$236K -6,352 -100.0% SOLD
78 LIN —% -$252K -530 -100.0% SOLD
79 INTU —% -$273K -400 -100.0% SOLD
80 META —% -$1M -1,580 -100.0% SOLD
81 ERII —% -$241K -15,603 -100.0% SOLD
82 FUTU —% -$3M -16,800 -100.0% SOLD
83 FTNT —% -$244K -2,900 -100.0% SOLD
84 KHC —% -$564K -21,652 -100.0% SOLD
85 MELI —% -$1M -494 -100.0% SOLD
86 FCX —% -$243K -6,230 -100.0% SOLD
87 NTAP —% -$492K -4,175 -100.0% SOLD
88 CLS —% -$213K -864 -100.0% SOLD
89 TSM —% -$669K -2,396 -100.0% SOLD
90 IMO —% -$233K -2,568 -100.0% SOLD
91 PENG —% -$223K -8,492 -100.0% SOLD
92 GOOGL —% -$2M -7,564 -100.0% SOLD
93 GEN —% -$760K -26,770 -100.0% SOLD
94 MSFT —% -$2M -4,687 -100.0% SOLD
95 QRVO —% -$328K -3,600 -100.0% SOLD
96 SMIN —% -$839K -11,700 -100.0% SOLD
97 DOX —% -$395K -4,813 -100.0% SOLD
98 NFLX —% -$806K -672 -100.0% SOLD
99 STLD —% -$407K -2,919 -100.0% SOLD
100 DELL —% -$1M -8,898 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
T —%
NVT —%
CVX —%
FLR —%
FINV —%
XOM —%
TEVA —%
SE —%
TME —%
CARR —%
SPOT —%
AES —%
FTI —%
ENS —%
ABBV —%
View SEC EDGAR Filings for Lingohr Asset Management GmbH →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms