ABC ARBITRAGE SA

CIK: 0002049221Latest portfolio: $1.1B · Q4 2025

Holdings

313

Total Value

$1.1B

New Positions

296

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
BMTABRITISH AMERICAN TOBACCO PLC
918,653$52.0M4.87%NEW
2
HAMHARMONY GOLD MINING CO LTD
2,488,874$49.5M4.64%NEW
3
DEODIAGEO PLC
560,383$48.3M4.53%NEW
4
VODVODAFONE GROUP PLC
3,227,589$42.6M3.99%NEW
5
ERICERICSSON (LM)
4,389,009$42.4M3.97%NEW
6
BCSBARCLAYS PLC
1,546,396$39.4M3.68%NEW
7
CUKCARNIVAL PLC
1,008,794$30.6M2.86%NEW
8
GSKGSK PLC
578,392$28.4M2.66%NEW
9
HBC2HSBC HOLDINGS PLC
360,332$28.3M2.65%NEW
10
HLNHALEON PLC
2,789,451$28.2M2.64%NEW
11
RIORIO TINTO PLC
338,891$27.1M2.54%NEW
12
NWGNATWEST GROUP PLC
1,425,146$24.9M2.34%NEW
13
SBSWSIBANYE STILLWATER LTD
1,749,026$24.9M2.33%NEW
14
SNNSMITH & NEPHEW PLC
757,956$24.9M2.33%NEW
15
NVSNNOVARTIS AG
176,749$24.4M2.28%NEW
16
NGGNATIONAL GRID PLC
312,202$24.1M2.26%NEW
17
SHELSHELL PLC
321,821$23.6M2.21%NEW
18
AEGAEGON LTD
2,097,310$16.2M1.51%NEW
19
INGING GROEP NV
556,894$15.6M1.46%NEW
20
IHGINTERCONTINENTAL HOTELS GROUP PLC
102,505$14.4M1.35%NEW
21
FXIISHARES CHINA LARGE-CAP ETF
362,554$13.9M1.30%NEW
22
AZNASTRAZENECA PLC
140,150$12.9M1.21%NEW
23
BPBP PLC
370,972$12.9M1.21%NEW
24
RTORENTOKIL INITIAL PLC
369,604$10.9M1.02%NEW
25
ULUNILEVER PLC
117,480$7.7M0.72%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($5.2014495282834725e+122T)
Technology0.0% ($4.235367306529641e+104T)
Consumer Cyclical0.0% ($3.059614435276524e+58T)
Industrials0.0% ($1.0888537433722782e+56T)
Healthcare0.0% ($2.8364282012486817e+49T)
Energy0.0% ($2.3647128834976352e+39T)
Utilities0.0% ($2.4148615349472866e+36T)
Communication Services0.0% ($4.263660065199502e+34T)
Consumer Defensive0.0% ($4.834476835317984e+30T)
Real Estate0.0% ($6.72156844401249e+24T)
Basic Materials0.0% ($2712124923582.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 4, 2026$1.1B313
Q3 2025Nov 6, 2025$1.0T0
Q2 2025Aug 8, 2025$875.5B198
Q1 2025May 9, 2025$538.1B191

Fund Information

CIK0002049221
Most Recent FilingFeb 4, 2026
Number of Filings4

ABC ARBITRAGE SA is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.1B across 313 holdings. The largest position is BRITISH AMERICAN TOBACCO PLC (BMTA), representing 4.9% of the portfolio. Compared to the previous quarter, the fund opened 313 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.