WINDMILL HILL ASSET MANAGEMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LND | 142K | $507.63K |
 | CXM | 97K | $757.13K |
 | VALE | 61K | $799.31K |
 | CP | 36K | $2.67M |
 | GE | 32K | $9.75M |
 | MOS | 23K | $559.08K |
 | IOT | 22K | $796.07K |
 | RKLB | 22K | $1.54M |
 | V | 20K | $7.04M |
 | GOOGL | 18K | $5.50M |
 | FCX | 15K | $762.87K |
 | SLB | 14K | $546.11K |
 | VCTR | 13K | $840.93K |
 | FIG | 13K | $496.05K |
 | MSFT | 12K | $5.89M |
 | MCO | 9K | $4.77M |
 | CCJ | 9K | $853.42K |
 | SPGI | 8K | $4.13M |
 | COP | 6K | $558.66K |
 | XOM | 5K | $636.36K |
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
LND
Shares Held
142K
Value
$507.63K
Sprinklr, Inc.
CXM
Shares Held
97K
Value
$757.13K
Vale S.A.
VALE
Shares Held
61K
Value
$799.31K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
36K
Value
$2.67M
GE Aerospace
GE
Shares Held
32K
Value
$9.75M
The Mosaic Company
MOS
Shares Held
23K
Value
$559.08K
Samsara Inc.
IOT
Shares Held
22K
Value
$796.07K
Rocket Lab USA, Inc.
RKLB
Shares Held
22K
Value
$1.54M
Visa Inc.
V
Shares Held
20K
Value
$7.04M
Alphabet Inc.
GOOGL
Shares Held
18K
Value
$5.50M
Freeport-McMoRan Inc.
FCX
Shares Held
15K
Value
$762.87K
SLB N.V.
SLB
Shares Held
14K
Value
$546.11K
Victory Capital Holdings, Inc.
VCTR
Shares Held
13K
Value
$840.93K
Figma, Inc.
FIG
Shares Held
13K
Value
$496.05K
Microsoft Corporation
MSFT
Shares Held
12K
Value
$5.89M
Moody's Corporation
MCO
Shares Held
9K
Value
$4.77M
Cameco Corporation
CCJ
Shares Held
9K
Value
$853.42K
S&P Global Inc.
SPGI
Shares Held
8K
Value
$4.13M
ConocoPhillips
COP
Shares Held
6K
Value
$558.66K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$636.36K