Stenham Asset Management Ltd

Wealth advisor Mechanical financials specialist (72%) CIK 1840750
League rank
#3242
in Wealth advisor · #7376 overall
Long book
$205.9M
Q1 2026
Positions
18
Top-10 weight
95%
concentration
Last quarter
-2.5%
SPY +14.8%
Turnover
42%
of book per quarter

Strategy in plain words

auto-generated from filings

Stenham Asset Management Ltd is a wealth-management firm allocating client money, specialised in financials (72% of the long book), running a $205.9M US long book across 18 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SPDR GOLD SHARES, HONEYWELL INTERNATIONAL INC, AMAZON.COM INC, TAIWAN SEMICONDUCTOR-SP ADR, UNION PACIFIC CORP.

Over the last 5 quarters its long book ran on average 0.4pp per quarter ahead of the S&P 500, beating the index in 4 of 5 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2025
+11.7%
Q2 2025
+10.0%
Q3 2025
+9.8%
Q4 2025
+5.0%
Q1 2026
-2.5%

Sector allocation

Industrials
36%
Consumer discretionary
15%
Services media
13%
Utilities
13%
Technology
11%
Financials
7%
Materials
5%

Long book by quarter

$245.7M
Q1 2025
$229.4M
Q2 2025
$173.9M
Q3 2025
$200.3M
Q4 2025
$205.9M
Q1 2026

What does Stenham Asset own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
HON HONEYWELL INTERNATIONAL INCIndustrials37.4K$8.5M4.1%Held
AMZN AMAZON.COM INCConsumer discretionary38.3K$8.0M3.9%-4.5%
UNP UNION PACIFIC CORPIndustrials31.3K$7.6M3.7%-6.9%
TLN TALEN ENERGY CORPUtilities21.5K$6.9M3.3%Held
AER AERCAP HOLDINGS NVServices media44.9K$6.2M3.0%Held
NVDA NVIDIA CORPTechnology33.8K$5.9M2.9%-45.2%
HUT HUT 8 CORPFinancials67.5K$3.2M1.5%New
NAK NORTHERN DYNASTY MINERALSMaterials2.0M$2.9M1.4%New
YSS YORK SPACE SYSTEMS INCIndustrials110.7K$2.5M1.2%New
TKO TKO GROUP HOLDINGS INCServices media5.3K$1.1M0.5%Held
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials1.9K$895K0.4%Held
CRH CRH PLCIndustrials8.4K$883K0.4%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202618$205.9M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202623$200.3M canonicalSEC ↗
Q3 202513F-HRNov 14, 202521$173.9M canonicalSEC ↗
Q2 202513F-HRAug 14, 202524$229.4M canonicalSEC ↗
Q1 202513F-HRMay 15, 202528$245.7M canonicalSEC ↗