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Portfolio (Quarterly) Guide ↗

Standard Investments LLC

· CIK 0001539436
13F Portfolio $1.8B AUM 13 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 3 Added 2 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHEL SHELL PLC Energy 2,450,000.0 $227.8M 12.46% -914K -27.2% $93.00 -6.8%
2 NGG NATIONAL GRID PLC Utilities 987,100.0 $83.5M 4.57% -1.5M -60.2% $84.60 +2.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.4%
Consumer Cyclical 21.7%
Energy 13.4%
Basic Materials 8.6%
Utilities 4.9%