Arini Capital Management Ltd — 13F holdings

Arini Capital Management Ltd reported 27 holdings worth $484M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. AMBP ARDAGH METAL PACKAGING S A — $99.1M (20.5%)
2. SABR SABRE CORP — $81.7M (16.9%)
3. CTEV CLARITEV CORPORATION — $52.3M (10.8%)
4. CZR CAESARS ENTERTAINMENT INC NE — $35.8M (7.4%)
5. MSFT MICROSOFT CORP — $30.1M (6.2%)
6. AAPL APPLE INC — $23.3M (4.8%)
7. XOM Exxon Mobil Corp — $17.9M (3.7%)
8. TSLA TESLA INC — $16.8M (3.5%)
9. NVDA NVIDIA CORPORATION — $16.1M (3.3%)
10. AMZN AMAZON COM INC — $9.53M (2.0%)