HI
Hengistbury Investment Partners LLP
13F filer · CIK 0001574717Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$311MU.S. long equity reported on 13F
Positions41 new · 0 closed
Net flow last quarter+$29.2MBuys 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, 20264 positions | |||||
| $163M | 52.39% | 0.03% | -4.1% | Q2 2014 | |
| $87.8M | 28.22% | 0.39% | -4.0% | Q2 2024 | |
| $31.7M | 10.19% | 0.01% | +54.2% | Q4 2013 | |
| $28.6M | 9.20% | 0.02% | New | Q2 2026 | |
| Q1 2026Reported May 15, 20263 positions | |||||
| $150M | 62.32% | 0.03% | +55.8% | Q2 2014 | |
| $70.5M | 29.35% | 0.41% | -7.5% | Q2 2024 | |
| $20M | 8.32% | 0.00% | Not reported | Q4 2013 | |
| Q4 2025Reported Feb 13, 20264 positions | |||||
| $111M | 50.05% | 0.02% | +68.8% | Q2 2014 | |
| $73.1M | 32.80% | 0.44% | Not reported | Q2 2024 | |
| $22.8M | 10.25% | 0.00% | Not reported | Q4 2013 | |
| $15.4M | 6.90% | 0.01% | Not reported | Q4 2018 | |
| Q3 2025Reported Nov 12, 20253 positions | |||||
| $78.2M | 49.49% | 0.44% | Not reported | Q2 2024 | |
| $64.3M | 40.70% | 0.01% | Not reported | Q2 2014 | |
| $15.5M | 9.80% | 0.01% | Not reported | Q4 2018 | |
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