Titelia

Holdings of MIRABELLA FINANCIAL SERVICES LLP

791 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 17.9 % of the equity sleeve

Sector breakdown

  • Industrials 9.0 %
  • Technology 7.5 %
  • Financials 3.2 %
  • Utilities 3.2 %
  • Materials 2.5 %
  • Consumer discretionary 2.0 %
  • Communication 1.9 %
  • Health care 1.5 %
  • Funds 0.8 %
  • Consumer staples 0.8 %
  • Energy 0.8 %
  • Unattributed 66.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.1 %
  • MX 1.7 %
  • BR 0.6 %
  • PE 0.4 %
  • CL 0.1 %
  • AR 0.1 %
  • FR 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US780589.6M $97.08 %
MX410.3M $1.69 %
BR33.7M $0.62 %
PE12.1M $0.35 %
CL1568.6K $0.09 %
AR1537.4K $0.09 %
FR1473.9K $0.08 %

Positions

CompanySharesValueWeight
First Busey Corp 1,249,88431.6M $
Firstsun Capital Bancorp 459,40116.7M $
OceanFirst Financial Corp 798,90614.4M $
Grindr Inc 667,2008.1M $
Hubbell Inc 14,5137.1M $
Parker-Hannifin Corp 7,6596.9M $
Cummins Inc 11,9646.4M $
3M Co 44,1296.4M $
Vulcan Materials Co 22,6606.2M $
iShares Trust 49,8005M $
Dollar General Corp 39,5004.7M $
Vista Energy SAB de CV 61,5804.6M $
Five Below Inc 18,9004.3M $
Alphabet Inc 14,7574.2M $
AES Corp/The 273,1243.8M $
Uniti Group Inc 408,6273.8M $
AMETEK Inc 16,9173.6M $
Boot Barn Holdings Inc 24,6843.6M $
Vertiv Holdings Co 14,2823.6M $
FirstCash Holdings Inc 18,8193.5M $
EchoStar Corp 30,1563.5M $
USA TODAY Co Inc 499,9173.5M $
Westinghouse Air Brake Technologies Corp 14,0913.5M $
Carpenter Technology Corp 8,9343.5M $
Hewlett Packard Enterprise Co 147,6563.5M $
Dana Inc 103,9103.5M $
Coca-Cola Femsa SAB de CV 35,8193.5M $
PriceSmart Inc 22,8513.4M $
Vistra Corp 22,6293.4M $
Telephone and Data Systems Inc 80,1873.4M $
Steven Madden Ltd 99,2253.4M $
Ciena Corp 8,6043.3M $
Honeywell International Inc 14,7673.3M $
Sable Offshore Corp 201,3523.3M $
Fluor Corp 70,7633.3M $
Amphenol Corp 25,9333.3M $
Corning Inc 24,0373.3M $
Ralph Lauren Corp 9,4863.3M $
Harmony Biosciences Holdings Inc 115,9343.2M $
Monolithic Power Systems Inc 2,9553.2M $
O-I Glass Inc 307,2713.2M $
Dick's Sporting Goods Inc 16,2533.2M $
Urban Outfitters Inc 50,8463.2M $
Solaris Energy Infrastructure Inc 56,9573.2M $
Global Business Travel Group I 573,7213.2M $
Sonos Inc 238,4983.2M $
Carrier Global Corp 56,6863.2M $
Venture Global Inc 200,0003.2M $
L3Harris Technologies Inc 9,1153.1M $
Motorola Solutions Inc 7,2413.1M $
ON Semiconductor Corp 50,6933.1M $
Masterbrand Inc 377,3553.1M $
Entergy Corp 27,8883.1M $
Evergy Inc 37,9623.1M $
Alliant Energy Corp 43,3253.1M $
Graham Corp 39,1593.1M $
Caterpillar Inc 4,3533.1M $
Ecovyst Inc 239,5263.1M $
Freeport-McMoRan Inc 52,0543.1M $
Kaiser Aluminum Corp 25,2133M $
KLA Corp 2,0423M $
Chemours Co/The 136,3493M $
Applied Materials Inc 8,7333M $
Flushing Financial Corp 192,6433M $
Avient Corp 81,3533M $
Indivior Pharmaceuticals Inc 96,0402.9M $
Meta Platforms Inc 5,0802.9M $
Sealed Air Corp 68,9082.9M $
Quaker Chemical Corp 23,2162.9M $
Embraer SA 47,9292.8M $
Stryker Corp 8,2832.7M $
Vistance Networks Inc 143,2692.6M $
Petroleo Brasileiro SA - Petrobras 125,0002.6M $
First Solar Inc 13,0252.6M $
Ocular Therapeutix Inc 294,6282.5M $
Caesars Entertainment Inc 93,5222.5M $
SiTime Corp 7,0242.4M $
Sandisk Corp/DE 3,5652.3M $
Coherent Corp 9,4012.2M $
Universal Display Corp 23,9632.2M $
Viasat Inc 47,7532.2M $
Cia de Minas Buenaventura SAA 59,2322.1M $
UiPath Inc 177,5422M $
United Rentals Inc 2,4641.8M $
W R Berkley Corp 26,2001.7M $
GXO Logistics Inc 33,3381.7M $
Hut 8 Corp 34,2791.6M $
Terawulf Inc 108,8251.6M $
TJX Cos Inc/The 9,2031.5M $
Applied Digital Corp 60,5181.4M $
Laureate Education Inc 41,0901.4M $
Riot Platforms Inc 112,4271.4M $
Amentum Holdings Inc 52,4981.4M $
Cipher Digital Inc 105,9271.4M $
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 6,0161.3M $
NiSource Inc 28,5011.3M $
FuelCell Energy Inc 200,0001.3M $
Grupo Aeromexico SAB de CV 81,0001.1M $
Astera Labs Inc 10,3051.1M $
Unity Software Inc 51,2331.1M $