Brooklands Fund Management Ltd
Q2 2026 13F filing
Updated 32 days ago46 disclosed positions worth $128M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VZ Verizon Communications Inc | $17.8M | 417.1K | 13.88% | — |
| 2 | E EXE Expand Energy Corp | $11.8M | 132.2K | 9.25% | — |
| 3 | E ELV Elevance Health Inc | $8.8M | 21.1K | 6.91% | — |
| 4 | H HURC Hurco Cos Inc | $7.8M | 354.1K | 6.11% | — |
| 5 | U UNH UnitedHealth Group Inc | $7.8M | 18.2K | 6.09% | — |
| 6 | D DLR-PJ Digital Realty Trust Inc | $7.7M | 43.8K | 5.99% | — |
| 7 | M MOH Molina Healthcare Inc | $6.7M | 28.8K | 5.24% | — |
| 8 | P PBF PBF Energy Inc | $6.1M | 125.2K | 4.74% | — |
| 9 | D DAR Darling Ingredients Inc | $5.6M | 96.5K | 4.39% | — |
| 10 | F FSLR First Solar Inc | $5.1M | 22.3K | 3.97% | — |
| 11 | F FPS Forgent Power Solutions Inc | $4.9M | 108.8K | 3.80% | — |
| 12 | B BE Bloom Energy Corp | $3.8M | 2.22M | 2.94% | — |
| 13 | M MXCT MaxCyte Inc | $3.7M | 2.85M | 2.87% | — |
| 14 | ? N/A Super Micro Computer Inc | $3.3M | 69.2K | 2.62% | — |
| 15 | A AMZN Amazon.com Inc | $3.3M | 13.3K | 2.55% | — |
| 16 | A AMRN Amarin Corp PLC | $2.7M | 177.3K | 2.14% | — |
| 17 | C CHTR Charter Communications Inc | $2.6M | 18.8K | 2.03% | — |
| 18 | A APP AT&T Inc | $2.5M | 119.2K | 1.96% | — |
| 19 | R RPRX SLB Ltd | $2.2M | 48.0K | 1.75% | — |
| 20 | N NONOF Novo Nordisk A/S | $1.8M | 35.4K | 1.38% | — |
| 21 | G GOOGN Alphabet Inc | $1.6M | 32.3K | 1.29% | — |
| 22 | E EROC ERock Inc | $1.4M | 106.3K | 1.11% | — |
| 23 | Z ZTS Zoetis Inc | $1.3M | 18.8K | 0.98% | — |
| 24 | U UPS United Parcel Service Inc | $1.2M | 11.0K | 0.96% | — |
| 25 | U UWMC UWM Holdings Corp | $1.2M | 554.9K | 0.94% | — |
| 26 | R RKLB Rocket Cos Inc | $1.1M | 75.9K | 0.87% | — |
| 27 | G GOOGN Alphabet Inc | $990K | 19.6K | 0.77% | — |
| 28 | N NXT Nextpower Inc | $803K | 7.4K | 0.63% | — |
| 29 | K KNSL Kinsale Capital Group Inc | $611K | 1.8K | 0.48% | — |
| 30 | C CURB Curbline Properties Corp | $499K | 16.3K | 0.39% | — |
| 31 | T TLF Tandy Leather Factory Inc | $498K | 215.7K | 0.39% | — |
| 32 | L LGO Largo Inc | $482K | 725.0K | 0.38% | — |
| 33 | U UNH UnitedHealth Group Inc | $50K | 3 | 0.04% | — |
| 34 | C CNC Centene Corp | $38K | 10 | 0.03% | — |
| 35 | ? N/A Molina Healthcare Inc | $31K | 3 | 0.02% | — |
| 36 | ? N/A Elevance Health Inc | $28K | 3 | 0.02% | — |
| 37 | A AMZN Amazon.com Inc | $24K | 3 | 0.02% | — |
| 38 | ? N/A Elevance Health Inc | $21K | 2 | 0.02% | — |
| 39 | B BRK-A Berkshire Hathaway Inc | $20K | 6 | 0.02% | — |
| 40 | W WWR Westwater Resources Inc | $17K | 35.3K | 0.01% | — |
| 41 | ? N/A Invesco QQQ Trust Series 1 | $13K | 3 | 0.01% | — |
| 42 | U UNH UnitedHealth Group Inc | $11K | 1 | 0.01% | — |
| 43 | ? N/A Invesco QQQ Trust Series 1 | $8K | 2 | 0.01% | — |
| 44 | E ETHA iShares Russell 2000 ETF | $296 | 1 | 0.00% | — |
| 45 | C CVX Chevron Corp | $174 | 1 | 0.00% | — |
| 46 | S STT-PG State Street SPDR S&P Global Natural Resources ETF | $68 | 1 | 0.00% | — |