Yelin Lapidot Holdings Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Yelin Lapidot Holdings Management’s Portfolio ZIM Stock Details ZIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86M	Buy	3,308,773 +40,000	+1%	+$1.03M	16.31%	1
2026 Q1	$86.1M	Buy	3,268,773 +19,939	+0.6%	+$497K	17.94%	1
2025 Q4	$69M	Buy	3,248,834 +825,848	+34%	+$13.9M	13.82%	1
2025 Q3	$32.8M	Buy	2,422,986 +1,191,480	+97%	+$18.1M	6.89%	3
2025 Q2	$19.8M	Sell	1,231,506 -123,857	-9%	-$1.95M	3.62%	7
2025 Q1	$19.8M	Buy	1,355,363 +107,400	+9%	+$2.02M	3.82%	5
2024 Q4	$26.8M	Sell	1,247,963 -145,589	-10%	-$3.2M	4.67%	4
2024 Q3	$35.8M	Buy	1,393,552 +555,365	+66%	+$10.8M	5.89%	4
2024 Q2	$18.6M	Sell	838,187 -205,100	-20%	-$3.32M	3.28%	9
2024 Q1	$10.6M	Buy	+1,043,287	New	+$12.7M	2.17%	13

Other funds holding ZIM

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OBAM

ODDO BHF Asset Management Paris, France $2.16B AUM 43.32% 1-Year Est. Return

Yelin Lapidot Holdings Management's ZIM Position: Q2 2026 in Review

Yelin Lapidot Holdings Management increased its ZIM Integrated Shipping Services (ZIM) stake by 1.2% in Q2 2026, buying an estimated $1.03M and bringing the position to 3,308,773 shares worth $86M. The position accounts for 16.31% of the portfolio, ranked #1.

Yelin Lapidot Holdings Management first reported a position in ZIM in Q1 2024 and has held it in 10 quarters since. The position peaked at $86.1M in Q1 2026. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

Yelin Lapidot Holdings Management held 3,308,773 shares of ZIM Integrated Shipping Services worth $86M as of Q2 2026.
Yelin Lapidot Holdings Management bought 40,000 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $1.03M.
ZIM Integrated Shipping Services made up 16.31% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #1 holding.
Yelin Lapidot Holdings Management first reported a position in ZIM Integrated Shipping Services in Q1 2024 and has held it in 10 quarters since.
Yelin Lapidot Holdings Management's ZIM Integrated Shipping Services position peaked at $86.1M in Q1 2026.
246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.