BDF-GESTION
CIK 1632812
13F filing for Q2 2026・No. 3,085
- Holdings
- US$746.77M
- Quarter change
- −US$1.78M
- Entries
- 143
- Net bought (estimate)
- −US$49.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 10
- Cut 119
- Added 6
- Corporate actions 0
- Unchanged 9
Largest holdings
143 stocks worth US$746.77M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MSMORGAN STANLEYCOM NEW | Cut | 14,327 | US$76.25M | 10.21% |
| AMDAMDCOM | Added | 27,726 | US$72.62M | 9.72% |
| SWKSTANLEY BLACK & DECKER INCCOM | Cut | 16,108 | US$55.83M | 7.48% |
| WMSADVANCED DRAINAGE SYSTEMS INCOM | Cut | 11,686 | US$30.48M | 4.08% |
| RRXREGAL REXNORD CORPCOM | Cut | 8,989 | US$30.23M | 4.05% |
| CHDCHURCH & DWIGHT CO INCCOM | Unchanged | 21,694 | US$26.95M | 3.61% |
| JNJJOHNSON CONTROLS INTERNATIONCOM | Cut | 20,620 | US$17.63M | 2.36% |
| GLWCORNING INCCOM | Cut | 13,808 | US$17.2M | 2.30% |
| TRUTRANSUNIONCOM | Cut | 20,505 | US$10.8M | 1.45% |
| KLACKLA CORPCOM NEW | CutSplit 9:1 | 33,380 | US$9.68M | 1.30% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.