Brooklands Fund Management Ltd — 13F holdings

Brooklands Fund Management Ltd reported 46 holdings worth $128M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. VZ VERIZON COMMUNICATIONS INC — $17.8M (13.9%)
2. EXE EXPAND ENERGY CORPORATION — $11.8M (9.3%)
3. ELV ELEVANCE HEALTH INC — $8.84M (6.9%)
4. HURC HURCO CO — $7.82M (6.1%)
5. UNH UNITEDHEALTH GROUP INC — $7.80M (6.1%)
6. DLR DIGITAL RLTY TR INC — $7.66M (6.0%)
7. MOH MOLINA HEALTHCARE INC — $6.70M (5.2%)
8. PBF PBF ENERGY INC — $6.07M (4.7%)
9. DAR DARLING INGREDIENTS INC — $5.62M (4.4%)
10. FSLR FIRST SOLAR INC — $5.08M (4.0%)