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.

RankCountryLinesValueShare
1US780589.6M $97.08 %
2MX410.3M $1.69 %
3BR33.7M $0.62 %
4PE12.1M $0.35 %
5CL1568.6K $0.09 %
6AR1537.4K $0.09 %
7FR1473.9K $0.08 %

Positions

RankCompanySharesValueWeight
201News Corp 21,665540.1K $
202Allegro MicroSystems Inc 17,082538.6K $
203U-Haul Holding Co 11,266538.3K $
204IRSA Inversiones y Representaciones SA 33,153537.4K $
205Sysco Corp 7,519536.3K $
206ASGN Inc 13,817534.9K $
207Keurig Dr Pepper Inc 20,285534.1K $
208Ultra Clean Holdings Inc 8,584533.8K $
209Albertsons Cos Inc 31,151530.8K $
210American International Group Inc 7,024528.6K $
211Encompass Health Corp 5,435525.7K $
212United Bankshares Inc/WV 12,628523.1K $
213NRG Energy Inc 3,564520.8K $
214U-Haul Holding Co 11,652520.5K $
215Truist Financial Corp 11,304519.6K $
216Yelp Inc 20,895516.9K $
217Atlantic Union Bankshares Corp 14,405514.8K $
218Itron Inc 5,731513.7K $
219A O Smith Corp 7,786513.4K $
220PPG Industries Inc 4,797512.7K $
221Etsy Inc 10,237511.6K $
222Workiva Inc 8,552510K $
223PNC Financial Services Group Inc/The 2,450509.8K $
224Dexcom Inc 8,109509.2K $
225Pinnacle Financial Partners Inc 5,883506.8K $
226Trinity Industries Inc 15,696505.1K $
227Ollie's Bargain Outlet Holdings Inc 5,484504.7K $
228FirstEnergy Corp 9,946503.9K $
229Globe Life Inc 3,595500.3K $
230Korn Ferry 7,918498.4K $
231Leidos Holdings Inc 3,198497.4K $
232ADT Inc 75,343495K $
233Reinsurance Group of America Inc 2,402490.4K $
234Toro Co/The 5,236489.3K $
235Wayfair Inc 6,487487.9K $
236Flowserve Corp 6,609485.8K $
237Mercury General Corp 5,459481.2K $
238Assurant Inc 2,205480.3K $
239First American Financial Corp 7,964480.2K $
240Werner Enterprises Inc 16,284478.9K $
241Yum China Holdings Inc 9,784477.3K $
242Fox Corp 8,163476.7K $
243Advanced Energy Industries Inc 1,472475K $
244Abivax SA 4,256473.9K $
245Progyny Inc 27,866473.2K $
246Commerce Bancshares Inc/MO 9,603472.5K $
247American Eagle Outfitters Inc 28,201471K $
248Lennar Corp 5,575469K $
249Kratos Defense & Security Solutions, Inc. 6,646468.6K $
250Acuity Inc 1,671468.2K $
251Hershey Co/The 2,251468K $
252eBay Inc 5,139467.8K $
253Selective Insurance Group Inc 6,179465.8K $
254Organon & Co 77,600464.8K $
255MGIC Investment Corp 17,659463.5K $
256Reddit Inc 3,426461.3K $
257American Airlines Group Inc 42,949461.3K $
258Las Vegas Sands Corp 8,528459.5K $
259Crescent Energy Co 33,950458.3K $
260Globus Medical Inc 5,312457.7K $
261CVR Energy Inc 13,585457.1K $
262Simpson Manufacturing Co Inc 2,657456K $
263CH Robinson Worldwide Inc 2,739454.9K $
264Pinterest Inc 24,779454.4K $
265Cargurus Inc 13,244451K $
266AtriCure Inc 15,731448.8K $
267NVIDIA Corp 2,553445.2K $
268Enova International Inc 3,264443.3K $
269Expand Energy Corp 4,034442.9K $
270Gap Inc/The 18,102438.1K $
271Eastman Chemical Co 5,680433.5K $
272Bank of Hawaii Corp 5,829432.8K $
273Vontier Corp 12,185432.2K $
274Owens Corning 3,993432.1K $
275Northwest Bancshares Inc 33,903430.2K $
276Robert Half Inc 16,870428.5K $
277Hanover Insurance Group Inc/The 2,470428.2K $
278Corpay Inc 1,469427.5K $
279Nasdaq Inc 5,034427.3K $
280Remitly Global Inc 27,118424.9K $
281Diodes Inc 6,213424.1K $
282ServisFirst Bancshares Inc 5,819423.8K $
283Integer Holdings Corp 4,810423.3K $
284American Express Co 1,399423.2K $
285UGI Corp 11,562421.1K $
286Electronic Arts Inc 2,059419.8K $
287NewMarket Corp 653418.5K $
288Tetra Tech Inc 13,854417.3K $
289Merchants Bancorp/IN 9,706416.5K $
290Cooper Cos Inc/The 5,747410.9K $
291Corcept Therapeutics Inc 10,188410.7K $
292Levi Strauss & Co 22,063407.9K $
293Mattel Inc 27,989406.7K $
294Public Service Enterprise Group Inc 5,011405.6K $
295Lattice Semiconductor Corp 4,367405.1K $
296Astronics Corp 6,007400.8K $
297Grand Canyon Education Inc 2,329396K $
298Stanley Black & Decker Inc 5,536393.4K $
299Preferred Bank/Los Angeles CA 4,331392.8K $
300Interface Inc 15,743392.3K $