Brooklands Fund Management Ltd
Long book
$76.0M
Q1 2026
Positions
43
Top-10 weight
67%
concentration
Last quarter
+23.7%
SPY +14.8%
Turnover
75%
of book per quarter
Strategy in plain words
auto-generated from filingsBrooklands Fund Management Ltd is a concentrated fundamental stock-picker, running a $76.0M US long book across 43 positions.
The portfolio is concentrated: the top 10 names carry 67% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: EXPAND ENERGY CORP, ELEVANCE HEALTH INC, HURCO COMPANIES INC, DARLING INGREDIENTS INC, UNITEDHEALTH GROUP INC.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+1.3%
Q1 2026
+23.7%
Sector allocation
Energy 27%
Financials 27%
Technology 20%
Consumer staples 7%
Utilities 6%
Industrials 5%
Healthcare 2%
Materials 2%
Long book by quarter
What does Brooklands Fund own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| EXE EXPAND ENERGY CORP | Energy | 109.0K | $12.0M | 15.7% | New |
| ELV ELEVANCE HEALTH INC | Financials | 21.1K | $6.2M | 8.2% | +1055250.0% |
| HURC HURCO COMPANIES INC | Technology | 354.1K | $5.2M | 6.9% | +15.8% |
| DAR DARLING INGREDIENTS INC | Consumer staples | 80.6K | $5.0M | 6.6% | -44.6% |
| UNH UNITEDHEALTH GROUP INC | Financials | 18.2K | $4.9M | 6.5% | +0.1% |
| MOH MOLINA HEALTHCARE INC | Financials | 28.8K | $3.8M | 5.1% | -0.6% |
| MU MICRON TECHNOLOGY INC | Technology | 11.0K | $3.7M | 4.9% | New |
| FSLR FIRST SOLAR INC | Technology | 18.4K | $3.6M | 4.8% | New |
| RRC RANGE RESOURCES CORP | Energy | 75.2K | $3.4M | 4.5% | New |
| KNTK KINETIK HOLDINGS INC | Utilities | 60.7K | $2.9M | 3.8% | New |
| AR ANTERO RESOURCES CORP | Energy | 67.5K | $2.9M | 3.8% | New |
| UWMC UWM HOLDINGS CORP | Financials | 554.9K | $2.0M | 2.7% | Held |
| FPS FORGENT POWER SOLUTIONS-CL A | Industrials | 66.0K | $1.9M | 2.5% | New |
| MXCT MAXCYTE INC | Healthcare | 2.2M | $1.5M | 2.0% | New |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 11.0K | $1.1M | 1.4% | New |
| RKT ROCKET COS INC-CLASS A | Financials | 75.9K | $1.1M | 1.4% | Held |
| MSFT MICROSOFT CORP | Technology | 2.9K | $1.1M | 1.4% | New |
| CPNG COUPANG INC | Consumer discretionary | 55.0K | $1.0M | 1.4% | -96.8% |
| LGO LARGO INC | Materials | 760.1K | $851K | 1.1% | +623.9% |
| SLB SLB LTD | Energy | 16.0K | $839K | 1.1% | -71.1% |
| LNG CHENIERE ENERGY INC | Utilities | 2.5K | $709K | 0.9% | New |
| UAMY UNITED STATES ANTIMONY CORP | Industrials | 70.0K | $611K | 0.8% | Held |
| KNSL KINSALE CAPITAL GROUP INC | Financials | 1.8K | $599K | 0.8% | -50.0% |
| TLF TANDY LEATHER FACTORY INC | Other | 205.7K | $475K | 0.6% | Held |
| WWR WESTWATER RESOURCES INC | Materials | 575.0K | $376K | 0.5% | +117.7% |
| VG VENTURE GLOBAL INC-CL A | Utilities | 21.0K | $331K | 0.4% | New |
| TIC TIC SOLUTIONS INC | Services media | 43.0K | $283K | 0.4% | -46.3% |
| META META PLATFORMS INC-CLASS A | Technology | 487 | $279K | 0.4% | -67.7% |
| NMG NOUVEAU MONDE GRAPHITE INC | Materials | 120.0K | $269K | 0.4% | +88.6% |
| HOOD ROBINHOOD MARKETS INC - A | Financials | 2.8K | $194K | 0.3% | New |
| MCO MOODY'S CORP | Services media | 202 | $88K | 0.1% | -39.2% |
| SPGI S&P GLOBAL INC | Services media | 202 | $81K | 0.1% | -93.8% |
| PGR PROGRESSIVE CORP | Financials | 202 | $39K | 0.1% | Held |
| CNC CENTENE CORP | Financials | 15 | $16K | 0.0% | New |
| CI THE CIGNA GROUP | Financials | 3 | $14K | 0.0% | New |
| CPRT COPART INC | Consumer discretionary | 200 | $7K | 0.0% | -1.0% |
| CVX CHEVRON CORP | Energy | 1 | $207 | 0.0% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 63 | $88.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 88 | $212.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 74 | $1.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 78 | $119.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 79 | $160.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 64 | $86.9M | canonical | SEC ↗ |
Similar funds
Sanders Capital, LLCGATES FOUNDATION TRUSTEAGLE CAPITAL MANAGEMENT LLCWoodbridge Co LtdAlecta Tjanstepension OmsesidigtMubadala Investment Co PJSCH&H International Investment, LLCNewlands Management Operations LLCINVESTOR ABIndependent Franchise Partners LLPPineStone Asset Management Inc.Pentwater Capital Management LP