PSquared Asset Management AG — 13F holdings

PSquared Asset Management AG reported 18 holdings worth $306M in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

1. WBD WARNER BROS DISCOVERY INC — $60.8M (19.9%)
2. IHS IHS HOLDING LIMITED — $35.6M (11.6%)
3. SLSR SOLARIS RES INC — $34.3M (11.2%)
4. EA ELECTRONIC ARTS INC — $30.9M (10.1%)
5. LIN LINDE PLC — $30.4M (9.9%)
6. NSC NORFOLK SOUTHN CORP — $30.1M (9.8%)
7. KMB KIMBERLY-CLARK CORP — $16.5M (5.4%)
8. RVMD REVOLUTION Medicines Inc — $15.5M (5.1%)
9. TXNM TXNM ENERGY INC — $15.3M (5.0%)
10. EGO ELDORADO GOLD CORP NEW — $12.8M (4.2%)