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LV

Lifeyrissjodur Verzlunarmanna Portfolio holdings

AUM $231M
1-Year Est. Return 20.57%
This Fund
S&P 500
This Quarter Est. Return
-1.59%
1 Year Est. Return
+20.57%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$210M
AUM Growth
+$42.7M
Cap. Flow
+$42.1M
Cap. Flow %
20.1%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
JBTM
JBT Marel
JBTM
+$42.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JBTM
1
JBT Marel
JBTM
$6.25B
$210M 100%
1,742,180
+376,903
+28% +$42.1M

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CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
SC
SMA Capital New York $232M AUM
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
YCM
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PWA
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RF
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Lifeyrissjodur Verzlunarmanna's Q2 2025 Portfolio in Review

As of Q2 2025, Lifeyrissjodur Verzlunarmanna held 1 position worth $210M, up 26% from $167M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Lifeyrissjodur Verzlunarmanna deployed $42.1M of net new capital in Q2 2025, adding to 1 existing holding.

By sector, the portfolio is most concentrated in Industrials at 100% of assets, unchanged from a quarter earlier.

  • Lifeyrissjodur Verzlunarmanna added most to JBT Marel in Q2 2025, an estimated $42.1M increase.
  • Lifeyrissjodur Verzlunarmanna's ten largest holdings make up 100% of its $210M portfolio in Q2 2025.
  • Lifeyrissjodur Verzlunarmanna opened 0 new positions and closed 0 in Q2 2025.
  • Lifeyrissjodur Verzlunarmanna's portfolio value rose 26% quarter-over-quarter to $210M.

Based on Lifeyrissjodur Verzlunarmanna's 13F filing for Q2 2025, filed 10 Jun 2026.