Stock Taper

WINDMILL HILL ASSET MANAGEMENT LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Vale S.A.VALE55.91K$840.81K
BlackSky Technology Inc.BKSY34.95K$975.92K
Figma, Inc.FIG29.03K$525.17K
Canadian Pacific Kansas City Ltd.CP28.61K$2.48M
GE AerospaceGE28.5K$10.65M
The Mosaic CompanyMOS23.21K$491.78K
Visa Inc.V20.07K$6.89M
Alphabet Inc.GOOGL14.19K$5.07M
Freeport-McMoRan Inc.FCX13.59K$854.67K
Slb N.V.SLB12.95K$601.81K
Moody's CorporationMCO10.91K$4.94M
S&P Global Inc.SPGI10.17K$3.92M
Cameco CorporationCCJ8.59K$874.77K
Figure Technology Solutions, Inc. Class A Common StockFIGR8.33K$255.94K
ConocoPhillipsCOP5.41K$562.84K
Exxon Mobil CorporationXOM4.81K$657.76K