Silphium Asset Management Ltd
CIK 1758440 · Holdings on Dec 31, 2023 · First reported Jan 30, 2025
Top ten holdings
Q4 2023- SPLK12.17%
- AVGO10.54%
- PXD7.62%
- WRK6.63%
- 9129091083.89%
- MANU3.26%
- ACI3.06%
- WMT2.74%
- PEP2.71%
- CME2.70%
Share classes counted separately55.32%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPLKSPLUNK INC View history and evidence | $22.85M | 12.17% | 150.00K shares | — | ↗▾ | |
| 02 | AVGOBROADCOM INC View history and evidence | $19.78M | 10.54% | 17.72K shares | — | ↗▾ | |
| 03 | PXDPIONEER NATURAL RESOURCES CO View history and evidence | $14.30M | 7.62% | 63.61K shares | — | ↗▾ | |
| 04 | WRKWESTROCK CO View history and evidence | $12.46M | 6.63% | 300.00K shares | — | ↗▾ | |
| 05 | 912909108UNITED STATES STEEL CORP View history and evidence | $7.30M | 3.89% | 150.00K shares | — | ↗▾ | |
| 06 | MANUMANCHESTER UNITED PLC-CL AORD CL A View history and evidence | $6.11M | 3.26% | 300.00K shares | — | ↗▾ | |
| 07 | ACIALBERTSONS COS INC - CLASS ACOMMON STOCK View history and evidence | $5.75M | 3.06% | 250.00K shares | — | ↗▾ | |
| 08 | WMTWALMART INC View history and evidence | $5.14M | 2.74% | 32.60K shares | — | ↗▾ | |
| 09 | PEPPEPSICO INC View history and evidence | $5.09M | 2.71% | 29.95K shares | — | ↗▾ | |
| 10 | CMECME GROUP INC View history and evidence | $5.06M | 2.70% | 24.05K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 33
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ATVI ACTIVISION BLIZZARD INC | Non-derivative | — | — | SEC filing ↗ | |
| SGEN SEAGEN INC | Non-derivative | — | — | SEC filing ↗ | |
| HZNP HORIZON THERAPEUTICS PLC | Non-derivative | — | — | SEC filing ↗ |
3 / 33 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1758440 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2025-01-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 187781570
}Research all 41 reported holdings.
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