Titelia

Holdings of 13D Activist Fund

Northern Lights Fund Trust · 18 declared positions · as of Mar 31, 2026

Original filing · Net assets 92.1M $ · Ten largest lines: 66.5 % of the equity sleeve

Sector breakdown

  • Unattributed 100.0 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 81.7 %
  • JPY 18.3 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 69.1 %
  • JP 18.3 %
  • GB 12.5 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US1258.5M $69.13 %
JP415.5M $18.32 %
GB210.6M $12.55 %

Positions

CompanySharesValue (USD)Weight
Twilio Inc 60,7557.6M $8.30 %
Viasat Inc 164,7507.5M $8.19 %
Acadia Healthcare Co Inc 294,0006.9M $7.47 %
Pearson PLC 458,3386M $6.54 %
Autoliv Inc 55,8395.9M $6.38 %
London Stock Exchange Group PLC 154,0004.6M $4.99 %
Ebara Corp 167,5004.5M $4.88 %
Charles River Laboratories International Inc 25,8004.5M $4.83 %
Mercury Systems Inc 60,4624.4M $4.79 %
Exelixis Inc 101,3354.3M $4.72 %
Integer Holdings Corp 47,0004.1M $4.49 %
Kansai Electric Power Co Inc/The 252,5004.1M $4.47 %
Etsy Inc 71,8363.6M $3.90 %
Horiba Ltd 31,8003.6M $3.89 %
TOTO Ltd 103,4003.3M $3.60 %
Six Flags Entertainment Corp 186,5003.3M $3.59 %
TripAdvisor Inc 300,0003.2M $3.47 %
Workiva Inc 52,0003.1M $3.37 %