Nekton Capital Ltd. Last Quarter Change: USA Stocks, Reduced

Nekton Capital Ltd. quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Nekton Capital Ltd. opened 7 positions, added to 2, reduced 5, sold out of 3 and left 1 unchanged. The largest increase in value was MDT (+$5,142,960); the largest decrease was TECK (-$3,302,491).

TECK: Country of operation —; Class CL B; Shares 2025-06-30 149,517; Shares 2025-09-30 62,315.
ALC: Country of operation —; Class ORD SHS; Shares 2025-06-30 36,285; Shares 2025-09-30 27,352.
EL: Country of operation United States; Class CL A; Shares 2025-06-30 66,985; Shares 2025-09-30 49,507.
UNP: Country of operation United States; Class COM; Shares 2025-06-30 24,347; Shares 2025-09-30 20,482.

Two Form 13F-HR filings compared (SEC CIK 1884716): 2025-06-30 (filed 2025-08-14) and 2025-09-30 (filed 2025-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2025-06-30	Shares 2025-09-30	Share change	Value 2025-06-30	Value 2025-09-30	Value change
TECK TECK RESOURCES-B		CL B	149,517	62,315	-87,202	$6,037,496	$2,735,005	-$3,302,491
ALC ALCON INC		ORD SHS	36,285	27,352	-8,933	$3,203,240	$2,037,998	-$1,165,242
EL ESTEE LAUDER	United States	CL A	66,985	49,507	-17,478	$5,412,388	$4,362,557	-$1,049,831
UNP UNION PAC CORP	United States	COM	24,347	20,482	-3,865	$5,601,758	$4,841,330	-$760,428
PINS PINTEREST INC -A	United States	CL A	49,236	42,273	-6,963	$1,765,603	$1,359,922	-$405,681

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet