STENAHM ASSET MANAGMENT LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNM | 133K | $7.16M |
 | AER | 60K | $7.28M |
 | AMZN | 40K | $8.80M |
 | TKO | 40K | $7.98M |
 | UNP | 32K | $7.65M |
 | PCG | 31K | $465.97K |
 | CRH | 8K | $1.01M |
 | TSM | 8K | $2.16M |
 | DHR | 2K | $370.75K |
 | BRK-B | 2K | $798.35K |
 | GE | 2K | $475.30K |
 | HLT | 2K | $404.73K |
 | MSFT | 1K | $735.49K |
 | CME | 1K | $359.35K |
 | MA | 1K | $631.38K |
 | RACE | 770 | $373.62K |
Core & Main, Inc.
CNM
Shares Held
133K
Value
$7.16M
AerCap Holdings N.V.
AER
Shares Held
60K
Value
$7.28M
Amazon.com, Inc.
AMZN
Shares Held
40K
Value
$8.80M
TKO Group Holdings, Inc.
TKO
Shares Held
40K
Value
$7.98M
Union Pacific Corporation
UNP
Shares Held
32K
Value
$7.65M
Pacific Gas & Electric Co.
PCG
Shares Held
31K
Value
$465.97K
CRH plc
CRH
Shares Held
8K
Value
$1.01M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
8K
Value
$2.16M
Danaher Corporation
DHR
Shares Held
2K
Value
$370.75K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$798.35K
GE Aerospace
GE
Shares Held
2K
Value
$475.30K
Hilton Worldwide Holdings Inc.
HLT
Shares Held
2K
Value
$404.73K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$735.49K
CME Group Inc.
CME
Shares Held
1K
Value
$359.35K
Mastercard Incorporated
MA
Shares Held
1K
Value
$631.38K
Ferrari N.V.
RACE
Shares Held
770
Value
$373.62K