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Portfolio (Quarterly) Guide ↗

ALGEBRIS (UK) LTD

· CIK 0001700286
13F Portfolio $1.3B AUM 79 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 79 New
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ITT ITT INC Industrials 6,149.0 $1.1M 0.09% NEW $173.59 +13.5%
62 FIX COMFORT SYS USA INC Industrials 1,044.0 $975K 0.08% NEW $933.73 +104.1%
63 NVT NVENT ELECTRIC PLC Industrials 9,463.0 $965K 0.08% NEW $102.02 +64.2%
64 PWR QUANTA SVCS INC Industrials 2,279.0 $962K 0.08% NEW $422.26 +74.8%
65 XYL XYLEM INC Industrials 6,424.0 $875K 0.07% NEW $136.24 -18.7%
66 VRT VERTIV HOLDINGS CO Industrials 4,687.0 $760K 0.06% NEW $162.09 +97.0%
67 MSFT MICROSOFT CORP Technology 1,569.0 $759K 0.06% NEW $483.85 -14.7%
68 SANDISK CORP 3,182.0 $756K 0.06% NEW $237.49
69 SYK STRYKER CORPORATION Healthcare 2,061.0 $725K 0.06% NEW $351.63 -11.6%
70 CLH CLEAN HARBORS INC Industrials 2,959.0 $694K 0.06% NEW $234.59 +20.3%
71 ETN EATON CORP PLC Industrials 2,039.0 $650K 0.05% NEW $318.66 +27.0%
72 STRL STERLING INFRASTRUCTURE INC Industrials 1,981.0 $607K 0.05% NEW $306.37 +158.7%
73 CDNS CADENCE DESIGN SYSTEM INC Technology 1,756.0 $549K 0.04% NEW $312.73 +19.4%
74 GWW WW GRAINGER INC Industrials 525.0 $530K 0.04% NEW $1009.52 +22.8%
75 TT TRANE TECHNOLOGIES PLC Industrials 1,224.0 $477K 0.04% NEW $389.38 +18.9%
76 INGERSOLL RAND INC 4,657.0 $369K 0.03% NEW $79.26
77 SNPS SYNOPSYS INC Technology 692.0 $325K 0.03% NEW $469.94 +11.7%
78 CPRT COPART INC Industrials 7,241.0 $284K 0.02% NEW $39.17 -14.3%
79 GNTA GENENTA SCIENCE S P A Healthcare 100,000.0 $149K 0.01% NEW $1.49 -57.5%
Page 4 of 4  ·  79 positions

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
Financial Services 77.4%
Real Estate 12.2%
Technology 6.9%
Industrials 3.1%
Healthcare 0.5%