ALAMEA VERWALTUNGS GMBH
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EBAY | 5K | $430.38K |
 | EMR | 5K | $617.86K |
 | KRMN | 4K | $316.60K |
 | CNM | 4K | $222.05K |
 | PFSI | 4K | $490.44K |
 | MRCY | 4K | $301.63K |
 | BDC | 4K | $468.33K |
 | KTOS | 4K | $348.21K |
 | HLI | 4K | $737.72K |
 | CME | 4K | $962.15K |
 | PJT | 3K | $544.21K |
 | LHX | 3K | $922.34K |
 | ROAD | 3K | $343.03K |
 | MTZ | 3K | $560.12K |
 | MASI | 3K | $378.61K |
 | MYRG | 3K | $529.64K |
 | VMC | 2K | $733.98K |
 | NTRA | 2K | $348.82K |
 | BLDR | 2K | $253.66K |
 | FERG | 2K | $458.14K |
eBay Inc.
EBAY
Shares Held
5K
Value
$430.38K
Emerson Electric Co.
EMR
Shares Held
5K
Value
$617.86K
Karman Holdings Inc.
KRMN
Shares Held
4K
Value
$316.60K
Core & Main, Inc.
CNM
Shares Held
4K
Value
$222.05K
PennyMac Financial Services, Inc.
PFSI
Shares Held
4K
Value
$490.44K
Mercury Systems, Inc.
MRCY
Shares Held
4K
Value
$301.63K
Belden Inc.
BDC
Shares Held
4K
Value
$468.33K
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
4K
Value
$348.21K
Houlihan Lokey, Inc.
HLI
Shares Held
4K
Value
$737.72K
CME Group Inc.
CME
Shares Held
4K
Value
$962.15K
PJT Partners Inc.
PJT
Shares Held
3K
Value
$544.21K
L3Harris Technologies, Inc.
LHX
Shares Held
3K
Value
$922.34K
Construction Partners, Inc.
ROAD
Shares Held
3K
Value
$343.03K
MasTec, Inc.
MTZ
Shares Held
3K
Value
$560.12K
Masimo Corporation
MASI
Shares Held
3K
Value
$378.61K
MYR Group Inc.
MYRG
Shares Held
3K
Value
$529.64K
Vulcan Materials Company
VMC
Shares Held
2K
Value
$733.98K
Natera, Inc.
NTRA
Shares Held
2K
Value
$348.82K
Builders FirstSource, Inc.
BLDR
Shares Held
2K
Value
$253.66K
Ferguson plc
FERG
Shares Held
2K
Value
$458.14K