WINDMILL HILL ASSET MANAGEMENT LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LND | 142K | $599.80K |
 | VALE | 61K | $975.98K |
 | GE | 32K | $9.00M |
 | CP | 29K | $2.25M |
 | MOS | 23K | $591.80K |
 | RKLB | 22K | $1.42M |
 | V | 20K | $6.07M |
 | GOOGL | 20K | $5.75M |
 | FCX | 15K | $882.88K |
 | SLB | 14K | $731.23K |
 | VCTR | 13K | $872.78K |
 | FIG | 13K | $280.61K |
 | FIGR | 13K | $424.41K |
 | MCO | 11K | $4.76M |
 | SPGI | 10K | $4.33M |
 | CCJ | 9K | $1.01M |
 | COP | 6K | $787.78K |
 | XOM | 5K | $897.16K |
 | MSFT | 3K | $1.07M |
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
LND
Shares Held
142K
Value
$599.80K
Vale S.A.
VALE
Shares Held
61K
Value
$975.98K
GE Aerospace
GE
Shares Held
32K
Value
$9.00M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
29K
Value
$2.25M
The Mosaic Company
MOS
Shares Held
23K
Value
$591.80K
Rocket Lab USA, Inc.
RKLB
Shares Held
22K
Value
$1.42M
Visa Inc.
V
Shares Held
20K
Value
$6.07M
Alphabet Inc.
GOOGL
Shares Held
20K
Value
$5.75M
Freeport-McMoRan Inc.
FCX
Shares Held
15K
Value
$882.88K
SLB N.V.
SLB
Shares Held
14K
Value
$731.23K
Victory Capital Holdings, Inc.
VCTR
Shares Held
13K
Value
$872.78K
Figma, Inc.
FIG
Shares Held
13K
Value
$280.61K
Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
13K
Value
$424.41K
Moody's Corporation
MCO
Shares Held
11K
Value
$4.76M
S&P Global Inc.
SPGI
Shares Held
10K
Value
$4.33M
Cameco Corporation
CCJ
Shares Held
9K
Value
$1.01M
ConocoPhillips
COP
Shares Held
6K
Value
$787.78K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$897.16K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.07M