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Rothschild & Co Wealth Management UK Ltd (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $6,534,071,253 · 25 positions · top-10 91.3% · SEC filing history →

13FScore 51/100 — cloning their disclosed top holdings over ~4.7y returned +5%/yr vs S&P +10%/yr (alpha -6%/yr), ahead of the market in 42% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$SUNB · SUNBELT RENTALS HOLDINGS INC8.2%$534,397,883+13%MedSunbelt Rentals is an equipment rental company that supplies construction, industrial and general tools and machinery to contractors, businesses and homeowners across North America.
$VSNT · VERSANT MEDIA GROUP INC0.3%$16,592,327-3%MedVersant Media is a media company holding cable television networks and digital properties (including USA, CNBC, and others) spun off from Comcast's NBCUniversal.NASDAQ

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$SPGI · S&P GLOBAL INC8.7%+26%+12%MedS&P Global provides credit ratings, market indices, financial data, and analytics to investors, corporations, and financial institutions worldwide.S&PCitrini

Top holdings now

Issuer% bookSince entryBusinessTags
$AXP · AMERICAN EXPRESS CO13.2%+117% ≥Q2 '21American Express is a global payments company that issues credit and charge cards, operates a card network, and provides lending, merchant, and travel services.S&P
$BKNG · BOOKING HOLDINGS INC11.1%+97% ≥Q2 '21Booking Holdings operates online travel-reservation platforms including Booking.com, Priceline, Agoda, Kayak, and OpenTable, connecting travelers with lodging, flights, rental cars, and restaurants.NASDAQS&P
$BRK.B · BERKSHIRE HATHAWAY INC DEL10.8%+76% ≥Q2 '21Berkshire Hathaway is a diversified holding company led by Warren Buffett, owning insurance, railroad, energy, and manufacturing businesses alongside a large portfolio of public equities.S&PBitget →
$MA · MASTERCARD INCORPORATED10.3%+48% ≥Q2 '21Mastercard operates a global payments technology network that processes electronic transactions between financial institutions, merchants, cardholders, and businesses, and provides related value-added services.S&P
$DE · DEERE & CO10.3%+78% ≥Q2 '21Manufactures agricultural, construction, and forestry equipment under the John Deere brand, along with turf-care products and related financing services.S&P
$SPGI · S&P GLOBAL INC8.7%+20% ≥Q2 '21S&P Global provides credit ratings, market indices, financial data, and analytics to investors, corporations, and financial institutions worldwide.S&PCitrini
$SUNB · SUNBELT RENTALS HOLDINGS INC8.2%+13% Q1 '26Sunbelt Rentals is an equipment rental company that supplies construction, industrial and general tools and machinery to contractors, businesses and homeowners across North America.
$DUT · MOODYS CORP7.4%Moody's provides credit ratings, research, and risk analytics, operating Moody's Investors Service for debt ratings and Moody's Analytics for financial data, software, and risk-assessment tools.
$CP · CANADIAN PACIFIC KANSAS CITY6.3%+16% Q2 '23Canadian Pacific Kansas City operates a freight railroad spanning Canada, the United States, and Mexico, hauling bulk commodities, intermodal, and merchandise across North America.
$CMCSA · COMCAST CORP NEW5.1%-56% ≥Q2 '21A media and technology company providing cable broadband, video, and phone service under Xfinity, plus NBCUniversal media, film studios, and theme parks.NASDAQS&PBitget →

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker