HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SHELL PLC |
$378,350 | ||
| SHEL | 4,850,000 | UNCH | $319,130 |
| Call | 900,000 | -900,000 | $59,220 |
 WABTEC |
1,597,000 | UNCH | $202,659 |
| WAB | 1,597,000 | UNCH | $202,659 |
| PTC INC |
1,155,000 | UNCH | $202,079 |
| PTC | 1,155,000 | UNCH | $202,079 |
| AMAZON COM INC |
1,050,000 | -300,000 | $159,537 |
| AMZN | 1,050,000 | UNCH | $159,537 |
| QUANTA SVCS INC |
660,000 | UNCH | $142,428 |
| PWR | 660,000 | UNCH | $142,428 |
| AUTODESK INC |
480,000 | +480,000 | $116,870 |
| ADSK | 480,000 | +480,000 | $116,870 |
| METHANEX CORP |
1,984,225 | -720,775 | $93,973 |
| MEOH | 1,984,225 | -720,775 | $93,973 |
| CROWN HLDGS INC |
915,000 | UNCH | $84,262 |
| CCK | 915,000 | UNCH | $84,262 |
| EVERCOMMERCE INC |
6,115,000 | UNCH | $67,448 |
| EVCM | 6,115,000 | UNCH | $67,448 |
| FLEX LTD |
1,950,000 | -1,280,000 | $59,397 |
| FLEX | 1,950,000 | -1,280,000 | $59,397 |
| NEXTRACKER INC |
900,000 | +575,000 | $42,165 |
| NXT | 900,000 | +575,000 | $42,165 |
| ASHLAND INC |
489,487 | -104,700 | $41,269 |
| ASH | 489,487 | -104,700 | $41,269 |
| CDW CORP |
139,012 | UNCH | $31,600 |
| CDW | 139,012 | UNCH | $31,600 |
| ARCHER AVIATION INC |
$608 | ||
| ACHR.WT | 416,666 | UNCH | $608 |
| CHURCHILL CAPITAL CORP VII |
$49 | ||
| CVII.WT | 300,000 | UNCH | $49 |
| TRITIUM DCFC LIMITED |
233,333 | UNCH | <$1 |
| DCFCW | 233,333 | UNCH | $0 |
See Full List: All Stocks Held By Standard Investments LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Standard Investments LLC
|
Size ($ in 1000's)
At 12/31/2023: $1,622,694 At 09/30/2023: $1,644,065 Standard Investments LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Standard Investments LLC 13F filings. Link to 13F filings: SEC filings |
