ABC ARBITRAGE SA

Holdings as of 2026-06-30, filed 2026-07-20

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 20 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
381
Value reported by manager
$926.1M
Sum of our stored positions
$926.1M
should match the line above
Disclosure lag
20 d
quarter end to filing
Top 5 concentration
21.9%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
DIAGEO PLCADR$47M584,31125243Q205
BRITISH AMERICAN TOBACCO PLCADR$45.2M731,156110448107
RIO TINTO PLCADR$38.6M406,269767204100
LLOYDS BANKING GROUP PLCADR$33.2M5,689,418539439109
NATWEST GROUP PLCADR$32.8M1,859,270639057207
VODAFONE GROUP PLCADR$32.1M2,426,72792857W308
ING GROEP NVADR$31.6M1,006,300456837103
SHELL PLCADR$29.3M378,254780259305
BP PLCADR$29.2M790,506055622104
GSK PLCADR$28.2M538,87337733W204
HSBC HOLDINGS PLCADR$27M283,637404280406
INTERCONTINENTAL HOTELS GROUP PLCADR$26.6M153,66845857P806
NATIONAL GRID PLCADR$25M301,977636274409
NOVO NORDISK A/SADR$17.7M369,120670100205
AMERICA MOVIL SAB DE CVADR$13.3M512,43302390A101
AEGON LTDADR$13.2M1,563,5500076CA104
RYANAIR HOLDINGS PLCADR$13M201,142783513203
SMITH & NEPHEW PLCADR$10.8M375,68283175M205
HALEON PLCADR$10.3M1,109,295405552100
PRUDENTIAL PLCADR$7.7M288,74074435K204
HARMONY GOLD MINING CO LTDADR$7.7M503,723413216300
UNILEVER PLCADR$7.3M120,651904767803
SYNAPTICS INCCOM$7.2M57,64287157D109
LEGGETT & PLATT INCCOM$7.2M611,215524660107
STELLAR BANCORP INCCOM$7.1M180,859858927106
BIO-TECHNE CORPCOM$7.1M100,34809073M104
DIGITALBRIDGE GROUP INCCOM$7.1M448,17825401T603
NUVALENT INCCOM$7.1M57,147670703107
LIVERAMP HOLDINGS INCCOM$7M186,70353815P108
APOGEE THERAPEUTICS INCCOM$7M52,91803770N101
PENUMBRA INCCOM$7M22,22370975L107
ARCOSA INCCOM$7M48,218039653100
NATIONAL STORAGE AFFILIATES TRUSTCOM$7M156,367637870106
ESSENTIAL UTILITIES INCCOM$6.9M180,27629670G102
KONINKLIJKE PHILIPS NVADR$6.5M237,271500472303
EQUINOR ASAADR$6.4M204,68429446M102
CEMEX SAB DE CVADR$5.9M487,605151290889
ORLA MINING LTDCOM$5.7M577,15068634K106
RENTOKIL INITIAL PLCADR$5.6M195,008760125104
NATHAN'S FAMOUS INCCOM$5.5M53,957632347100
FRESENIUS MEDICAL CARE AGADR$5.4M239,751358029106
LOWE'S COS INCCOM$5.3M23,963548661107
MARSHCOM$5.3M31,663571748102
LENNAR Corp.COM$5.3M58,098526057104
CHEVRON CorpCOM$5.2M31,384166764100
CROWN CASTLE INCCOM$5.2M68,54222822V101
NOKIA OYJADR$5.2M388,602654902204
MARTIN MARIETTA MATERIALS INCCOM$5.1M8,888573284106
HUNTINGTON BANCSHARES INC/OHCOM$5.1M288,202446150104
ARES MANAGEMENT CorpCOM$5.1M45,69303990B101
KEYCORPCOM$5.1M220,410493267108
CONOCOPHILLIPSCOM$5.1M48,77820825C104
MARATHON PETROLEUM CORPCOM$5M19,75156585A102
HARTFORD INSURANCE GROUP INC/TCOM$5M37,754416515104
TRUIST FINANCIAL CorpCOM$5M99,79089832Q109
ANHEUSER-BUSCH INBEV SA/NVADR$5M60,13303524A108
WPP PLCADR$4.5M291,07692937A102
PEARSON PLCADR$4.5M281,169705015105
CARNIVAL CORP LTDCOM$4.4M153,669G2004J103
LAM RESEARCHCOM$4.1M9,362512807306
ASE TECHNOLOGY HOLDING CO LTDADR$4M89,53100215W100
TXNM ENERGY INCCOM$4M70,64269349H107
CATALYST PHARMACEUTICALS INCCOM$3.7M117,68114888U101
SONY GROUP CORPADR$3.6M177,908835699307
NVR INCCOM$3.5M51962944T105
AES CorpCOM$3.5M241,19900130H105
PAYONEER GLOBAL INCCOM$3.5M495,77370451X104
ONEOK INCCOM$3.5M39,913682680103
HEICO CorpCOM$3.4M13,364422806208
CHART INDUSTRIES INCCOM$3.4M16,25116115Q308
INTERNATIONAL MONEY EXPRESS INCCOM$3.2M224,28246005L101
MODIV INDUSTRIAL INCCOM$3.2M183,82260784B101
ALPHABET INC (EX GOOGLE INC)COM$3.1M8,84502079K107
PPL CORPCOM$3M83,79969351T106
TALKSPACE INCCOM$3M573,85087427V103
ZILLOW GROUP (EX. ZILLOW INC)COM$3M95,07598954M101
SASOLADR$3M301,838803866300
DELTA AIR LINES INCCOM$2.9M31,437247361702
RELX PLCADR$2.9M90,026759530108
ENI SPAADR$2.7M58,15626874R108
CORP INMOBILIARIA VESTA SAB DE CVADR$2.7M77,27692540K109
SYNOPSYS INCCOM$2.6M5,813871607107
WELLS FARGO & COCOM$2.5M29,743949746101
PETROLEO BRASILEIRO SAADR$2.5M151,76271654V408
DRDGOLD LTDADR$2.3M107,96026152H301
AVANOS MEDICAL INCCOM$2.1M85,52905350V106
METLIFE INCCOM$2.1M24,82559156R108
GLOBAL BUSINESS TRAVEL GROUP ICOM$1.8M194,03037890B100
SILA REALTY TRUST INCCOM$1.8M59,967146280508
WHITESTONE REITCOM$1.8M95,817966084204
CAESARS ENTERTAINMENT INCCOM$1.8M59,97112769G100
DOMINION ENERGY INCCOM$1.7M25,52225746U109
MARRIOTT INTERNATIONAL INC/MDCOM$1.7M4,563571903202
AMEREN CORPCOM$1.7M14,859023608102
Veeco Instruments IncCOM$1.6M21,202922417100
GLOBALSTAR INCCOM$1.5M18,008378973507
MID-AMERICA APARTMENT COMMUNITIES INCCOM$1.5M10,44659522J103
TAYLOR MORRISON HOME CORPCOM$1.4M20,14387724P106
SIMULATIONS PLUS INCCOM$1.4M78,869829214105
OPEN LENDING CorpCOM$1.4M450,30468373J104
SLB LTD (EX SCHLUMBERGER)COM$1.3M28,364806857108
HONDA MOTOR CO LTDADR$1.3M48,480438128308
FEDERAL REALTY INVESTMENT TRUSTCOM$1.3M10,296313745101
BANK OF NEW YORK MELLON CORPCOM$1.1M7,789064058100
CROSS COUNTRY HEALTHCARE INCCOM$1.1M80,752227483104
DOW INCCOM$1.1M38,454260557103
EVOTEC SEADR$1M371,93630050E105
GOLDMAN SACHS GROUP IncCOM$1M1,01738141G104
EXTRA SPACE STORAGE INCCOM$931.7K6,41230225T102
TWO HARBORS INVESTMENT CORPCOM$860.9K69,37490187B804
CENTRAL GARDEN & PET COCOM$815.9K21,044153527205
UDR INCCOM$781K19,564902653104
ARGENX SEADR$756.1K81504016X101
EQT CORPCOM$741.8K13,95126884L109
KINDER MORGAN INC.COM$722.4K22,59649456B101
SHOPIFY INCCOM$722K6,32382509L107
WEC ENERGY GROUP INCCOM$617.6K5,28992939U106
GRUPO TELEVISA SABADR$596.9K220,26540049J206
REGIONS FINANCIAL CorpCOM$563.7K18,6677591EP100
VIRGIN GALACTIC HOLDINGS INCCOM$544.8K188,49692766K403
DUKE ENERGY Corp.COM$446.4K3,52726441C204
TAIWAN SEMICONDUCTOR MANUFACTURINGADR$445.6K933874039100
RESMED INCCOM$434.4K2,229761152107
CADELER A/SADR$416.9K19,02912738K109
WILLOW LANE ACQUISITION CORP IICOM$409.2K40,000G9675K103
SPRING VALLEY ACQUISITION CORP IVCOM$407.2K40,000G8377G105
KARBON CAPITAL PARTNERS CORPCOM$404K40,000G5225W100
SILVERBOX CORP VCOM$402.4K40,000G8148S107
SAFEGUARD ACQUISITION CORPCOM$402.4K40,000G77676107
HCM IV ACQUISITION CORPCOM$401.2K40,000G4365S102
INVEST GREEN ACQUISITION CORPCOM$400.4K40,000G4924G102
KRAKACQUISITION CORPCOM$400K40,000G5315G106
LAUNCHPAD CADENZA ACQUISITION CORP ICOM$400K40,000G6001S107
GENERAL PURPOSE ACQUISITION CORPCOM$400K40,000G3810N106
LEAPFROG ACQUISITION CORPCOM$399.8K40,000G5414D103
TWELVE SEAS INVESTMENT CO IIICOM$399.6K40,000G9145D101
ARMADA ACQUISITION CORP IIICOM$399.6K40,000G0R38M101
SOCIAL COMMERCE PARTNERS CORPCOM$398.8K40,000G8254P103
D BORAL ACQUISITION I CORPCOM$398.8K40,000G2616T101
PROEM ACQUISITION CORP ICOM$397.6K40,000G7341A103
ALDABRA 4 LIQUIDITY OPPORTUNITY VEHICLE INCCOM$397.6K40,000G01900102
UNITED ACQUISITION CORP ICOM$397.4K40,000G92ALM108
MUZERO ACQUISITION CORPCOM$397.2K40,000G8775A106
HENNESSY CAPITAL INVESTMENT CORP VIIICOM$397.2K40,000G44055104
SOREN ACQUISITION CORPCOM$396.8K40,000G8274J103
IDEA ACQUISITION CORPCOM$396.4K40,000G4727U100
CAMBRIDGE ACQUISITION CORPCOM$396.4K40,000G1871M108
XSOLLA SPAC 1COM$396K40,000G9833K102
ABONY ACQUISITION CORP ICOM$396K40,000G00582109
AVERIN CAPITAL ACQUISITION CORPCOM$388.4K39,000G0679A100
ITHAX ACQUISITION CORP IIICOM$387.2K38,800G4977S102
OLAPLEX HOLDINGS INCCOM$382.7K186,699679369108
TGE VALUE CREATIVE SOLUTIONS CORPCOM$378.9K38,000G8773E100
CANTOR EQUITY PARTNERS VI INCCOM$363K35,000G1828R101
WEN ACQUISITION CORPCOM$360.2K35,000G9R39C103
STARRY SEA ACQUISITION CorpCOM$358.8K35,000G8559L112
INDIGO ACQUISITION CORPCOM$358.8K35,000G4791J106
COLOMBIER ACQUISITION CORP IIICOM$358.8K35,000G2284A103
OXLEY BRIDGE ACQUISITION LTDCOM$357.7K35,000G6858G107
LIGHTWAVE ACQUISITION CORPCOM$357.7K35,000G5490M100
SPACE ASSET ACQUISITION CORPCOM$357K35,000G8375S101
EQV VENTURES ACQUISITION CORP IICOM$356.3K35,000G3106Q102
AA MISSION ACQUISITION CORP IICOM$355.6K35,000G1000S109
HIGHVIEW MERGER CORPCOM$355.6K35,000G4569C101
OTG ACQUISITION CORP ICOM$355.3K35,000G6791A100
CSLM DIGITAL ASSET ACQUISITION CORP III LTDCOM$354.9K35,000G2584S101
CRANE HARBOR ACQUISITION CORP IICOM$354.6K35,000G25014104
INFINITE EAGLE ACQUISITION CORPCOM$354.2K35,000G4802J103
EMMIS ACQUISITION CORPCOM$353.9K35,000G3037D105
ONEIM ACQUISITION CORPCOM$352.5K35,000G6S74K106
GIGCAPITAL8 CORPCOM$352.4K35,000G3864J100
DRUGS MADE IN AMERICA ACQUISITION II CORPCOM$352.1K35,000G2851K104
TAILWIND 2.0 ACQUISITION CORPCOM$351.4K35,000G8662J111
AMERICAN DRIVE ACQUISITION COCOM$350.7K35,000G0R91M105
MESHFLOW ACQUISITION CORPCOM$350.4K35,000G6032N101
ARCHIMEDES TECH SPAC PARTNERS III COCOM$350.4K35,000G0453R105
BITCOIN INFRASTRUCTURE ACQUISITION CORP LTDCOM$349.8K35,000G1143H101
X3 ACQUISITION CORP LTDCOM$349.7K35,000G9831H101
VINE HILL CAPITAL INVESTMENT CORP IICOM$349.3K35,000G9709D109
BLUEROCK ACQUISITION CORPCOM$349.3K35,000G1352R105
XFLH CAPITAL CORPCOM$349K35,000G9834D107
LAFAYETTE DIGITAL ACQUISITION CORP ICOM$349K35,000G5345D107
ART TECHNOLOGY ACQUISITION CORPCOM$347.6K35,000G0579E103
PRAETORIAN ACQUISITION CORPCOM$347.6K35,000G7S17G103
FG IMPERII ACQUISITION CORPCOM$347.6K35,000G3R41C102
GIGCAPITAL9 CORPCOM$347.6K35,000G3865B114
M EVO GLOBAL ACQUISITION CORP IICOM$347.2K35,000G6071J102
LEGATO MERGER CORP IVCOM$347.2K35,000G7318R105
PALOMA ACQUISITION CORP ICOM$346.9K35,000G6881J102
TEEKAY CorpCOM$341.8K34,182G8726T105
HIMALAYA SHIPPING LTDCOM$338.4K25,330G4660A103
MONDELEZ INTERNATIONAL INCCOM$332.2K5,744609207105
CENTURION ACQUISITION CorpCOM$326.4K30,000G20315100
CHURCHILL CAPITAL CORP XIIUNIT$324K30,000G2131M128
HELIX ACQUISITION CORP IIICOM$319.2K30,000G4444S107
MCKINLEY ACQUISITION CORPCOM$315.6K31,092G6005T101
BERTO ACQUISITION CORPCOM$314.7K30,000G1051H101
CAL REDWOOD ACQUISITION CorpCOM$309K30,000G17564108
FIGX CAPITAL ACQUISITION CORPCOM$306.9K30,000G3473K100
VENDOME ACQUISITION CORP ICOM$305.7K30,000G9580A109
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-20

ABC ARBITRAGE SA — 381 positions reported for 2026Q2 — Tapewire