Cevian Capital II GP LTD

Fundamental diversified ★Signal financials specialist (60%) CIK 1365341
Long book
$3.12B
Q1 2026
Positions
3
Top-10 weight
100%
concentration
Last quarter
+23.4%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

Cevian Capital II GP LTD is a diversified fundamental manager, specialised in financials (60% of the long book), running a $3.12B US long book across 3 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: UBS GROUP AG-REG, AUTOLIV INC, CRH PLC.

Over the last 9 quarters its long book ran on average 1pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. 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
Q1 2024
-7.8%
Q2 2024
+7.4%
Q3 2024
-0.6%
Q4 2024
-1.8%
Q1 2025
+15.3%
Q2 2025
+20.4%
Q3 2025
+7.4%
Q4 2025
-14.6%
Q1 2026
+23.4%

Sector allocation

Financials
60%
Industrials
40%

Long book by quarter

$3.47B
Q1 2024
$2.97B
Q2 2024
$3.18B
Q3 2024
$2.58B
Q4 2024
$2.38B
Q1 2025
$2.83B
Q2 2025
$3.41B
Q3 2025
$3.66B
Q4 2025
$3.12B
Q1 2026

What does Cevian Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
UBS UBS GROUP AG-REGFinancials48.1M$1.88B60.3%Held
ALV AUTOLIV INCIndustrials6.3M$662.4M21.2%Held
CRH CRH PLCIndustrials5.5M$575.7M18.5%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20263$3.12B canonicalSEC ↗
Q4 202513F-HRFeb 17, 20263$3.66B canonicalSEC ↗
Q3 202513F-HRNov 14, 20253$3.41B canonicalSEC ↗
Q2 202513F-HRAug 14, 20253$2.83B canonicalSEC ↗
Q1 202513F-HRMay 15, 20253$2.38B canonicalSEC ↗
Q4 202413F-HRFeb 14, 20253$2.58B canonicalSEC ↗
Q3 202413F-HRNov 14, 20243$3.18B canonicalSEC ↗
Q2 202413F-HRAug 14, 20243$2.97B canonicalSEC ↗
Q1 202413F-HRMay 15, 20243$3.47B canonicalSEC ↗