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SIH Partners, LLLP

FundWilmington · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch
$15.9B
Reported value of US stock holdings on Jun 30, the filing's own figure
286 positions · filed Aug 14, 45 days after the quarter ended
Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

145, biggest 4
DRAM ROUNDHILL ETF TRUST 7.3M shares3.4% of this fund's holdings
GOOGL ALPHABET INC 233K shares0.5% of this fund's holdings
no ticker WISE GROUP PLC 3.4M shares0.3% of this fund's holdings
QCOM QUALCOMM INC 180K shares0.2% of this fund's holdings

Sold out

116, biggest 4
EEM ISHARES TR All 2.3M shares
EMB ISHARES TR All 225K shares
XLRE SELECT SECTOR SPDR TR All 445K shares
INFY INFOSYS LTD All 1.1M shares

Added to

59, biggest 4
MU MICRON TECHNOLOGY INC +6.7M shares+6076%
no ticker TOTALENERGIES SE +988K shares+7%
no ticker DEUTSCHE BK AG +6.8M shares+35%
BABA ALIBABA GROUP HLDG LTD +3.1M shares+63%

Trimmed

65, biggest 4
no ticker UBS GROUP AG −7.9M shares−37%
no ticker FERRARI N V −377K shares−19%
no ticker STELLANTIS N.V −15.1M shares−16%
SNDK SANDISK CORP −11,829 shares−18%

Top holdings

Reference, not news
Top holdings · 286 positionsSwipe →
#TickerCompanyShares Share of this fund's holdingsvs last quarter
1 MU MICRON TECHNOLOGY INC 6.8M 49.5% +6076%
2 TOTALENERGIES SE 15.0M 7.4% +7%
3 DEUTSCHE BK AG 26.5M 5.6% +35%
4 BABA ALIBABA GROUP HLDG LTD 8.0M 4.9% +63%
5 UBS GROUP AG 13.5M 4.2% −37%
6 FERRARI N V 1.6M 3.7% −19%
7 DRAM ROUNDHILL ETF TRUST 7.3M 3.4% New
8 ALCON AG 7.4M 3.1% +82%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.