PHOENIX ASSET MANAGEMENT PARTNERS Ltd — 13F holdings

PHOENIX ASSET MANAGEMENT PARTNERS Ltd reported 12 holdings worth $152M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. W WAYFAIR INC — $43.4M (28.5%)
2. MICC MAGNUM ICE CREAM CO NV — $32.5M (21.4%)
3. NFLX NETFLIX INC — $23.5M (15.4%)
4. CNX CNX RES CORP — $11.3M (7.4%)
5. GRBK GREEN BRICK PARTNERS INC — $9.79M (6.4%)
6. HIFS HINGHAM INSTN SVGS MASS — $9.73M (6.4%)
7. KNSL KINSALE CAP GROUP INC — $9.70M (6.4%)
8. HTLD HEARTLAND EXPRESS INC — $4.15M (2.7%)
9. RYAAY RYANAIR HOLDINGS PLC — $3.74M (2.5%)
10. WSE WISE GROUP PLC — $2.33M (1.5%)