WI
Winder Investment Pte Ltd Historical SEC 13F Holdings & Archive (Q2 2023)
Winder Investment Pte LtdCIK: 0001687953
Long-term holder
Total reported value
$4.4B
Reporting period: 2023-06-30 · Number of holdings: 3
Winder Investment Pte Ltd disclosed 3 holdings in its latest 13F filing for the period ending 2023-06-30, with total reported value of $4.4B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 0
- Sizing Uniformity
- —
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IFF | Intl Flavors & Fragrances | Stock-Materials | 45.83% | — | — | |
| 2 | LIN | Linde plc | Stock-Materials | 43.99% | — | — | |
| 3 | SXT | Sensient Technologies CORP | Stock-Materials | 10.18% | — | — |
Portfolio Performance
Performance for Q3 2026
+8%
Performance Last 4 Quarters
+16.7%
- Stdev
- +16.3%
- Beta
- +0.47
- Alpha
- +3.7%
- Max Drawdown
- -21.4%
- Annualized Perf
- +12.4%
- Batting Avg vs S&P
- +50%
- Sortino
- +1.44
- Stutzer
- +0.24
- Treynor
- +0.28
- Sterling
- +0.68
- Calmar
- +0.58
- Information Ratio
- -0.42
- Tracking Error
- +16.6%
- Stdev Down
- +9.1%
- Winning Months %
- +58.3%
- Losing Months %
- +41.7%
- Best 12 Months
- +42.5%
- Worst 12 Months
- -17.3%
- Efficiency Ratio
- +0.31
- Sharpe
- +0.8
- Stdev Sectors
- 0%
- Skewness
- +0.2
- Kurtosis
- -0.1
- Upside Potential
- +3.23
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2023 Q2 | 3 | $4.4B | 0 | ||
| 2023 Q1 | 3 | $4.6B | 0 | ||
| 2022 Q4 | 3 | $4.8B | 0 | ||
| 2022 Q3 | 3 | $4.1B | 0 | ||
| 2022 Q2 | 3 | $5.0B | 0 | ||
| 2022 Q1 | 3 | $5.4B | 0 | ||
| 2021 Q4 | 3 | $6.0B | 0 | ||
| 2021 Q3 | 3 | $5.3B | 0 | ||
| 2021 Q2 | 4 | $5.5B | 92 | ||
| 2021 Q1 | 4 | $4.7B | 27 | ||
| 2020 Q4 | 4 | $3.6B | 35 | ||
| 2020 Q3 | 2 | $3.1B | 0 | 1IFF2IFF 6 09-15-21 | |
| 2020 Q2 | 2 | $3.1B | 18 | 1IFF2IFF 6 09-15-21 | |
| 2020 Q1 | 2 | $2.6B | 8 | 1IFF2IFF 6 09-15-21 | |
| 2019 Q4 | 2 | $2.8B | 6 | 1IFF2IFF 6 09-15-21 | |
| 2019 Q3 | 2 | $2.6B | 17 | 1IFF2IFF 6 09-15-21 | |
| 2019 Q2 | 2 | $3.1B | 12 | 1IFF2IFF 6 09-15-21 | |
| 2019 Q1 | 2 | $2.8B | 0 | 1IFF2IFF 6 09-15-21 | |
| 2018 Q4 | 2 | $2.8B | 6 | 1IFF2IFF 6 09-15-21 | |
| 2018 Q3 | 2 | $2.7B | 42 | 1IFF2IFF 6 09-15-21 | |
| 2018 Q2 | 1 | $1.7B | 18 | ||
| 2018 Q1 | 1 | $1.4B | 9 | ||
| 2017 Q4 | 1 | $1.6B | 7 | ||
| 2017 Q3 | 1 | $1.5B | 18 | ||
| 2017 Q2 | 1 | $1.2B | 8 | ||
| 2017 Q1 | 1 | $1.1B | 22 | ||
| 2016 Q4 | 1 | $920.1M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Winder Investment Pte Ltd and what type of investor is it?
Winder Investment Pte Ltd is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-06-30), the firm manages a tracked equity portfolio valued at approximately $4.4B, spread across 3 disclosed positions.
What are Winder Investment Pte Ltd's largest equity positions?
Based on the latest 13F filing, Winder Investment Pte Ltd's top holdings by market value are:
1. Intl Flavors & Fragrances (IFF) — $2.0B (45.8%)
2. Linde plc (LIN) — $1.9B (44.0%)
3. Sensient Technologies CORP (SXT) — $448.5M (10.2%)
What changes did Winder Investment Pte Ltd make in its most recent portfolio filing?
No notable portfolio changes were recorded for Winder Investment Pte Ltd in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Winder Investment Pte Ltd focus on?
Winder Investment Pte Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Materials: 100.0%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Winder Investment Pte Ltd returned an annualized 12.4% over the trailing 36 months — outperforming the S&P 500 by 3.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.47 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 100.0% of the portfolio concentrated in Materials.
Its concentration score has fallen from 100 to 0 over the past 4 quarters — a shift toward broader diversification.
It has trimmed its IFF position for two straight quarters, cutting it by $640.2M while still holding $2.0B.
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Developer Access
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