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Asset Value Investors Ltd

2 CAVENDISH SQUARE, LONDON, X0 W1G 0PU • 02076594807

Q2 2025 · Filed 2025-07-10
Market Value
$136M
-20.9%
Holdings
4
-1
New Purchases
0
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NWSA 80.82% 58.43% +22.39% $110M
NLOP 18.44% 14.06% +4.38% $25M
NNI 0.74% 0.53% +0.20% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IAC 0.00% 26.98% -26.98% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Communication Services 99.2%
Financial Services 0.8%
Real Estate 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $110M 80.8%
Mid Cap 2 $1M 0.7%
Micro Cap 1 $25M 18.4%

Portfolio Analytics

Avg Market Cap
$5.6B
Median Market Cap
$3.9B
Avg P/E
26.1
Median P/E
28.0
Avg Dividend Yield
0.48%
Avg Beta
0.95
# Stocks
4
# ETFs / Funds
0

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NWSA 80.82% 3,702,835 $110M $29.72 $9M +5,900 +0.2%
2 NLOP 18.44% 771,428 $25M $32.55 $903K
3 NNI 0.74% 8,280 $1M $121.12 $87K
4 IAC —% -$46M -1,011,350 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
IAC —%
View SEC EDGAR Filings for Asset Value Investors Ltd →

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