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WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD Last Quarter Change: USA Stocks, New

WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD opened 9 positions, added to 14, reduced 8, sold out of 15 and left 5 unchanged. The largest increase in value was DY (+$13,364,706); the largest decrease was MRVL (-$17,395,458).

  • APH: Country of operation United States; Class CL A; Shares 2026-03-31 0; Shares 2026-06-30 68,076.
  • TEX: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 134,779.
  • ETN: Country of operation —; Class SHS; Shares 2026-03-31 0; Shares 2026-06-30 13,500.
  • GRAB: Country of operation —; Class CLASS A ORD; Shares 2026-03-31 0; Shares 2026-06-30 1,500,000.

Two Form 13F-HR filings compared (SEC CIK 1914472): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-05). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
APH
AMPHENOL CORP
United StatesCL A068,076+68,076$0$12,003,160+$12,003,160
TEX
TEREX CORP NEW
United StatesCOM0134,779+134,779$0$9,756,652+$9,756,652
ETN
EATON CORP PLC
SHS013,500+13,500$0$5,752,620+$5,752,620
GRAB
GRAB HOLDINGS LIMITED
CLASS A ORD01,500,000+1,500,000$0$5,655,000+$5,655,000
SOLS
SOLSTICE ADVANCED MATLS INC
United StatesCOM SHS051,026+51,026$0$4,520,904+$4,520,904
REZI
RESIDEO TECHNOLOGIES INC
United StatesCOM0111,273+111,273$0$3,460,590+$3,460,590
RMIX
SUNCRETE INC
United StatesCOM SHS CL A0115,000+115,000$0$2,590,950+$2,590,950
NAVN
NAVAN INC
United StatesCL A070,000+70,000$0$1,600,900+$1,600,900
WING
WINGSTOP INC
United StatesCOM09,064+9,064$0$1,571,788+$1,571,788

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