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Asset Value Investors Ltd

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

Q1 2026 · Filed 2026-04-09
Market Value
$100M
-15.0%
Holdings
3
New Purchases
0
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NWSA 99.18% 82.49% +16.68% $99M
NNI 0.82% 0.72% +0.10% $821K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NLOP 0.00% 16.79% -16.79% $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 $99M 99.2%
Mid Cap 1 $821K 0.8%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$6.4B
Median Market Cap
$4.6B
Avg P/E
25.1
Median P/E
25.1
Avg Dividend Yield
0.63%
Avg Beta
0.91
# Stocks
3
# ETFs / Funds
0

Top Holdings (3 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NWSA 99.18% 3,962,305 $99M $24.93 $2M +263,500 +7.1%
2 NNI 0.82% 6,370 $821K $128.96 -$25K
3 NLOP —% -$20M -762,328 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
NLOP —%
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