Lind Value II ApS — Q3 2024 13F-HR

← Lind Value II ApS

Q3 2024 · 13F-HR

Lind Value II ApSholdings as filed

Filed 2024-10-04 · accession 0001891185-24-000005

$233.0M

Reported value

Positions

2024-09-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
87162W100	SNX	TD Synnex Corporation	$74.6M	32.0%	621,239	Common	SOLE
042735100	ARW	Arrow Electronics Inc	$63.2M	27.1%	475,968	Common	SOLE
053807103	AVT	Avnet Inc	$59.4M	25.5%	1,093,416	Common	SOLE
052800109	ALV	Autoliv Inc	$35.8M	15.4%	383,609	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.