Stock Taper 
LINGOHR & PARTNER ASSET MANAGEMENT GMBH
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Penguin Solutions, Inc. | PENG | 8.49K | $223K |
 Vista Energy, S.A.B. de C.V. | VIST | 8.78K | $302K |
 Dell Technologies Inc. | DELL | 8.9K | $1.26M |
 AXIS Capital Holdings Limited | AXS | 9.13K | $875K |
 Flex Ltd. | FLEX | 9.28K | $538K |
 Enact Holdings Inc. | ACT | 9.3K | $357K |
 Cisco Systems, Inc. | CSCO | 9.5K | $646K |
 EQT Corporation | EQT | 9.54K | $519K |
 Teva Pharmaceutical Industries Limited | TEVA | 10K | $202K |
 Altria Group, Inc. | MO | 10.04K | $664K |
 Medtronic plc | MDT | 10.07K | $960K |
 Suncor Energy Inc. | SU | 10.17K | $425K |
 Perimeter Solutions, Inc. | PRM | 10.31K | $231K |
 Fluor Corporation | FLR | 10.67K | $449K |
 Sea Limited | SE | 12.7K | $2.27M |
 Cameco Corporation | CCJ | 12.85K | $1.08M |
 MGIC Investment Corporation | MTG | 13.53K | $384K |
 Verizon Communications Inc. | VZ | 14.7K | $635K |
 Energy Recovery, Inc. | ERII | 15.6K | $241K |
 The AES Corporation | AES | 16.03K | $208K |