Lingohr Asset Management GmbH — 13F holdings

Lingohr Asset Management GmbH reported 109 holdings worth $413M in its 13F filing for Q3 2025, filed November 4, 2025.

Largest positions

1. MSFT MICROSOFT CORP — $24.1M (5.8%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $21.2M (5.1%)
3. GOOGL ALPHABET INC — $16.4M (4.0%)
4. EXEL EXELIXIS INC — $11.7M (2.8%)
5. NFLX NETFLIX INC — $11.0M (2.7%)
6. UBS UBS Group AG — $10.6M (2.6%)
7. FLEX FLEX LTD — $9.75M (2.4%)
8. GEN GEN DIGITAL INC — $9.50M (2.3%)
9. META META PLATFORMS INC — $9.41M (2.3%)
10. MLI MUELLER INDS INC — $9.30M (2.2%)