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Portfolio (Quarterly) Guide ↗

Fieldview Capital Management, LLC

· CIK 0002040221
13F Portfolio $343M AUM 468 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 265 New 82 Added 120 Reduced 269 Exited
Page 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 G GENPACT LIMITED Technology 6,274.0 $234K 0.07% +1K +23.8% $37.25 -16.3%
82 WSC WILLSCOT HLDGS CORP Industrials 12,372.0 $215K 0.06% +305.0 +2.5% $17.36 +47.9%
Page 5 of 5  ·  82 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 21.0%
Consumer Cyclical 18.7%
Technology 15.4%
Industrials 12.9%
Healthcare 9.0%
Real Estate 6.7%
Consumer Defensive 5.3%
Energy 4.4%
Utilities 2.6%
Basic Materials 2.3%