Exor N.V.

CIK 1589122 · View on SEC EDGAR ↗

Portfolio value
$5.5B
#752 of 9,443 by 13F value · top 8.0%
Positions
3
As of
June 30, 2026

Portfolio value QoQ: +1.4% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
3
Effective number of positions
1.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $92,139,134 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
1
Decreased
0
Closed
0
On this page

Sector breakdown

Technology
4.7%
Industrials
2.7%
Other/Unmapped
92.6%

Full portfolio 3 positions

Type Streak 8Q trend
Unknown issuer (CUSIP: 000000000) $5,055,509,678 92.64% 185,932,684 $53,804,900 Up ×1
VIA Via Transportation, Inc. Class A Common Stock $256,157,316 4.69% 14,121,131 $44,340,351
CLVT Clarivate Plc Ordinary Shares $145,356,949 2.66% 67,294,884 $-24,899,108

Top movers (QoQ)

Security Action Shares Δ Value Δ
Bought more +3.4M +$53.8M
VIA Price move only +0 +$44.3M
CLVT Price move only +0 -$24.9M