Wendel SE

Fundamental diversified ★Signal communications specialist (100%) CIK 1721938
Long book
$518.3M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
-0.1%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

Wendel SE is a diversified fundamental manager, specialised in communications (100% of the long book), running a $518.3M 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: IHS HOLDING LTD.

Over the last 5 quarters its long book ran on average 3.3pp 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
+6.5%
Q2 2025
+22.7%
Q3 2025
+9.4%
Q4 2025
+10.3%
Q1 2026
-0.1%

Sector allocation

Communications
100%

Long book by quarter

$328.7M
Q1 2025
$350.1M
Q2 2025
$429.5M
Q3 2025
$469.8M
Q4 2025
$518.3M
Q1 2026

What does Wendel SE own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
IHS IHS HOLDING LTDCommunications63.0M$518.3M100.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 29, 20261$518.3M canonicalSEC ↗
Q4 202513F-HRFeb 6, 20261$469.8M canonicalSEC ↗
Q3 202513F-HROct 30, 20251$429.5M canonicalSEC ↗
Q2 202513F-HRJul 28, 20251$350.1M canonicalSEC ↗
Q1 202513F-HRMay 1, 20251$328.7M canonicalSEC ↗