Lightrock Netherlands B.V. Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$482.3M
Holdings
39
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CBTBRUNSWICK CORP | 457,778 | $34.0M | 7.05% | |
| 2 | WFGWEST FRASER TIMBER CO LTD | 320,303 | $26.8M | 5.56% | |
| 3 | WF2WINTRUST FINANCIAL CORP | 181,500 | $25.4M | 5.26% | |
| 4 | AKAMAKAMAI TECHNOLOGIES INC | 262,396 | $22.9M | 4.75% | |
| 5 | GMEDGLOBUS MEDICAL INC - A | 255,400 | $22.3M | 4.62% | |
| 6 | STRASTRATEGIC EDUCATION INC | 244,219 | $19.6M | 4.06% | |
| 7 | PFSIPENNYMAC FINANCIAL SERVICES | 124,313 | $16.4M | 3.40% | |
| 8 | TRIPTRIPADVISOR INC | 1,072,810 | $15.6M | 3.24% | |
| 9 | LNNLINDSAY CORP | 132,415 | $15.6M | 3.24% | |
| 10 | JBLJABIL INC | 66,648 | $15.2M | 3.15% | |
| 11 | RNRSALLY BEAUTY HOLDINGS INC | 1,017,508 | $14.5M | 3.01% | |
| 12 | FSLRENVISTA HOLDINGS CORP | 666,307 | $14.5M | 3.00% | |
| 13 | ANFABERCROMBIE & FITCH CO-CL A | 106,974 | $13.5M | 2.79% | |
| 14 | QDELQUIDELORTHO CORP | 461,000 | $13.2M | 2.73% | |
| 15 | TROXTRONOX HOLDINGS PLC | 3,051,286 | $12.7M | 2.64% | |
| 16 | CUBECOMPASS MINERALS INTERNATION | 630,873 | $12.4M | 2.57% | |
| 17 | JT5MUELLER WATER PRODUCTS INC-A | 496,784 | $11.8M | 2.45% | |
| 18 | NVSTENERSYS | 79,939 | $11.7M | 2.43% | |
| 19 | LITELUMENTUM HOLDINGS INC | 30,921 | $11.4M | 2.36% | |
| 20 | CTRECABOT CORP | 167,844 | $11.1M | 2.31% | |
| 21 | TOWNTOWNE BANK | 331,252 | $11.1M | 2.29% | |
| 22 | ENSENCOMPASS HEALTH CORP | 103,806 | $11.0M | 2.28% | |
| 23 | TN1TENNANT CO | 148,526 | $10.9M | 2.27% | |
| 24 | DRHDARLING INGREDIENTS INC | 261,807 | $9.4M | 1.95% | |
| 25 | ALGMALLEGRO MICROSYSTEMS INC | 354,390 | $9.3M | 1.94% | |
| 26 | WEXWEX INC | 62,500 | $9.3M | 1.93% | |
| 27 | THRTHERMON GROUP HOLDINGS INC | 248,075 | $9.2M | 1.91% | |
| 28 | AVTRAMERICAN HOMES 4 RENT- A | 267,468 | $8.6M | 1.78% | |
| 29 | BCAVANTOR INC | 660,380 | $7.6M | 1.57% | |
| 30 | SPSCSPS COMM INC | 82,898 | $7.4M | 1.53% | |
| 31 | DARCUBESMART | 192,626 | $6.9M | 1.44% | |
| 32 | DOCHEALTHPEAK PROPERTIES INC | 400,521 | $6.4M | 1.34% | |
| 33 | COHUCARETRUST REIT INC | 172,105 | $6.2M | 1.29% | |
| 34 | AYIACUITY INC | 16,203 | $5.8M | 1.21% | |
| 35 | CMPCOHU INC | 230,089 | $5.4M | 1.11% | |
| 36 | IRTINDEPENDENCE REALTY TRUST IN | 271,434 | $4.7M | 0.98% | |
| 37 | GNTXGENTEX CORP | 192,384 | $4.5M | 0.93% | |
| 38 | TDCTERADATA CORP DEL | 130,423 | $4.0M | 0.82% | |
| 39 | EHCDIAMONDROCK HOSPITALITY CO | 430,000 | $3.9M | 0.80% |