H&F Corporate Investors VIII, Ltd.
Long book
$63.5M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
+99.8%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsH&F Corporate Investors VIII, Ltd. is a diversified fundamental manager, specialised in services_media (100% of the long book), running a $63.5M US long book across 1 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: CLARITEV CORP.
Over the last 5 quarters its long book ran on average 24.6pp per quarter ahead of the S&P 500, beating the index in 3 of 5 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 2025
+118.8%
Q2 2025
+17.6%
Q3 2025
-19.5%
Q4 2025
-61.8%
Q1 2026
+99.8%
Sector allocation
Services media 100%
Long book by quarter
What does H&F Corporate own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CTEV CLARITEV CORP | Services media | 3.9M | $63.5M | 100.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 1 | $63.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 1 | $166.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 1 | $286.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 1 | $243.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 1 | $111.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 1 | $79.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 1 | $41.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 1 | $83.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 2 | $652.6M | canonical | SEC ↗ |
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