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Zeno Equity Partners LLP

Q3 2025 · Filed 2025-11-10
Market Value
$215M
-7.2%
Holdings
11
-3
New Purchases
0
Added To
6
Closed
2
Reduced
3
Top 10 Concentration
100.0%
Turnover
18.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LIN 18.29% 13.96% +4.33% $39M
HEI-A 10.38% 7.04% +3.34% $22M
DHR 24.53% 22.09% +2.44% $53M
SGI 9.13% 6.70% +2.43% $20M
AMZN 13.16% 11.21% +1.95% $28M
TXN 8.06% 7.44% +0.62% $17M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GE 0.00% 5.94% -5.94% $0
WALD 11.28% 16.20% -4.92% $24M
APH 5.08% 7.51% -2.43% $11M
ITUB 0.00% 1.64% -1.64% $0
WALDW 0.09% 0.26% -0.17% $190K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $85M 39.5%
Large Cap 5 $106M 49.1%
Micro Cap 2 $24M 11.4%

Portfolio Analytics

Avg Market Cap
$374.4B
Median Market Cap
$121.7B
Avg P/E
38.6
Median P/E
35.0
Avg Dividend Yield
0.01%
Avg Beta
0.84
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DHR 24.53% 265,795 $53M $198.48 $2M +6,856 +2.6%
2 LIN 18.29% 82,837 $39M $475.00 $7M +13,834 +20.1%
3 AMZN 13.16% 128,899 $28M $219.57 $2M +10,422 +8.8%
4 WALD 11.28% 12,252,580 $24M $1.98 -$13M -3,082,963 -20.1%
5 HEI-A 10.38% 87,854 $22M $254.09 $6M +24,785 +39.3%
6 SGI 9.13% 232,977 $20M $84.33 $4M +4,595 +2.0%
7 TXN 8.06% 94,390 $17M $183.73 $86K +11,274 +13.6%
8 APH 5.08% 88,163 $11M $123.93 -$6M -88,032 -50.0%
9 WALDW 0.09% 4,892,767 $190K $0.04 -$416K -1,355,008 -21.7%
10 GE —% -$14M -53,530 -100.0% SOLD
11 ITUB —% -$4M -556,222 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
GE —%
ITUB —%
View SEC EDGAR Filings for Zeno Equity Partners LLP →

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