Titelia

Holdings of Fieldview Capital Management, LLC

423 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 9.6 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 7.6 %
  • Industrials 4.3 %
  • Technology 4.3 %
  • Financials 3.9 %
  • Health care 3.2 %
  • Consumer staples 1.7 %
  • Energy 1.5 %
  • Materials 1.3 %
  • Real estate 1.3 %
  • Communication 0.6 %
  • Utilities 0.4 %
  • Unattributed 70.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US423307.4M $100.00 %

Positions

RankCompanySharesValueWeight
401Berkshire Hathaway Inc 438209.9K $
402Gulfport Energy Corp 989209.2K $
403Boeing Co/The 1,049208.8K $
404Brink's Co/The 2,013208.6K $
405Take-Two Interactive Software Inc 1,054208.2K $
406Oceaneering International Inc 5,841207.2K $
407Regeneron Pharmaceuticals, Inc. 268207.1K $
408Antero Resources Corp 4,857206.1K $
409Repligen Corp 1,744205.5K $
410LXP Industrial Trust 4,440205.4K $
411Applied Optoelectronics Inc 2,417204.5K $
412Trex Co Inc 5,603204.1K $
413Itron Inc 2,269203.4K $
414Delta Air Lines Inc 3,055203.1K $
415Okta Inc 2,572202.4K $
416Nutanix Inc 5,326202.4K $
417US Foods Holding Corp 2,189201.8K $
418Agree Realty Corp 2,667201K $
419Zeta Global Holdings Corp 12,167193.7K $
420Terawulf Inc 11,924172.1K $
421Core Scientific Inc 10,014149.8K $
422Archer Aviation Inc 25,306130.8K $
423Compass Inc 17,011124.4K $