MACHINA CAPITAL S.A.S.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | F | 291K | $3.48M |
 | CMCSA | 236K | $7.41M |
 | KMI | 161K | $4.56M |
 | KIM | 151K | $3.30M |
 | CPRI | 144K | $2.87M |
 | LBRDK | 142K | $9.03M |
 | KVUE | 130K | $2.12M |
 | CPRT | 125K | $5.63M |
 | PCG | 124K | $1.86M |
 | BMY | 112K | $5.05M |
 | NU | 100K | $1.60M |
 | AMCR | 98K | $802.69K |
 | VICI | 97K | $3.15M |
 | SLB | 94K | $3.24M |
 | CTVA | 75K | $5.10M |
 | CSCO | 75K | $5.16M |
 | MO | 69K | $4.54M |
 | TSN | 64K | $3.49M |
 | OTIS | 61K | $5.60M |
 | SOFI | 61K | $1.62M |
Ford Motor Company
F
Shares Held
291K
Value
$3.48M
Comcast Corporation
CMCSA
Shares Held
236K
Value
$7.41M
Kinder Morgan, Inc.
KMI
Shares Held
161K
Value
$4.56M
Kimco Realty Corporation
KIM
Shares Held
151K
Value
$3.30M
Capri Holdings Limited
CPRI
Shares Held
144K
Value
$2.87M
Liberty Broadband Corporation
LBRDK
Shares Held
142K
Value
$9.03M
Kenvue Inc.
KVUE
Shares Held
130K
Value
$2.12M
Copart, Inc.
CPRT
Shares Held
125K
Value
$5.63M
Pacific Gas & Electric Co.
PCG
Shares Held
124K
Value
$1.86M
Bristol-Myers Squibb Company
BMY
Shares Held
112K
Value
$5.05M
Nu Holdings Ltd.
NU
Shares Held
100K
Value
$1.60M
Amcor plc
AMCR
Shares Held
98K
Value
$802.69K
VICI Properties Inc.
VICI
Shares Held
97K
Value
$3.15M
SLB N.V.
SLB
Shares Held
94K
Value
$3.24M
Corteva, Inc.
CTVA
Shares Held
75K
Value
$5.10M
Cisco Systems, Inc.
CSCO
Shares Held
75K
Value
$5.16M
Altria Group, Inc.
MO
Shares Held
69K
Value
$4.54M
Tyson Foods, Inc.
TSN
Shares Held
64K
Value
$3.49M
Otis Worldwide Corporation
OTIS
Shares Held
61K
Value
$5.60M
SoFi Technologies, Inc.
SOFI
Shares Held
61K
Value
$1.62M