Exor N.V. (auto-surfaced)
cloneable
· 31-MAR-2026 → 30-JUN-2026
AUM $5,457,023,943 · 3 positions · top-10 100.0%
· SEC filing history →
13FScore 2/100 — cloning their disclosed top holdings over ~3.7y returned -34%/yr vs S&P +19%/yr (alpha -53%/yr), ahead of the market in 27% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|
| none |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| none |
Top holdings now
| Issuer | % book | Since entry | Business | Tags |
|---|
| KONINKLIJKE PHILIPS N V | 92.6% | — | Koninklijke Philips is a Dutch health technology company that develops diagnostic imaging, patient monitoring, image-guided therapy, and personal-health products for hospitals and consumers. | |
| $VIA · VIA TRANSN INC | 4.7% | -30% Q3 '25 | Via Transportation provides software that powers on-demand and public transit, helping cities and agencies plan, route, and operate shared mobility services. | |
| $CLVT · CLARIVATE PLC | 2.7% | -79% Q4 '22 | Provides scientific, academic, and intellectual-property information, data, and analytics, including the Web of Science, patent research, and IP management tools. | |