Cevian Capital II GP LTD
13F filer · CIK 0001365341Reported Aug 14, 2026
Net seller this quarter
13F portfolio value$3.7BU.S. long equity reported on 13F
Positions30 new · 0 closed
Net flow last quarter-$4.98MBuys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 20263 positions | |||||
| $2.38B | 64.50% | 1.44% | Not reported | Q4 2023 | |
| $732M | 19.79% | 8.41% | Not reported | Q1 2018 | |
| $581M | 15.71% | 0.82% | -0.9% | Q3 2023 | |
| Q1 2026Reported May 15, 20263 positions | |||||
| $1.88B | 60.29% | 1.44% | Not reported | Q4 2023 | |
| $662M | 21.24% | 8.43% | Not reported | Q1 2018 | |
| $576M | 18.46% | 0.78% | Not reported | Q3 2023 | |
| Q4 2025Reported Feb 17, 20263 positions | |||||
| $2.23B | 60.89% | 1.44% | Not reported | Q4 2023 | |
| $748M | 20.43% | 8.43% | Not reported | Q1 2018 | |
| $683M | 18.68% | 0.82% | Not reported | Q3 2023 | |
| Q3 2025Reported Nov 14, 20253 positions | |||||
| $1.97B | 57.90% | 1.39% | Not reported | Q4 2023 | |
| $778M | 22.83% | 8.20% | Not reported | Q1 2018 | |
| $657M | 19.27% | 0.77% | Not reported | Q3 2023 | |
Premium opens every quarter this fund has filed