Wendel SE Quarterly 13F Holdings Update

CIK: 0001721938

Concentrated strategyLong-term holder

Total reported value

$518.3M

Reporting period: 2026-03-31 · Number of holdings: 1

Wendel SE disclosed 1 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $518.3M and a quarterly turnover rate of 9.8%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "W"

Personality snowflake

Concentration: 100
Portfolio Stability: 9.82
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Unchanged IHS
0.0%　$48.5M

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	IHS	IHS Holding Limited	Stock-Other	100.00%	—	—

Portfolio Performance

Performance for Q3 2026

-0.7%

Performance Last 4 Quarters

+25.4%

Stdev: +20%
Beta: -0.18
Alpha: +39.2%
Max Drawdown: -5.9%
Annualized Perf: +39%
Batting Avg vs S&P: +57.1%
Sortino: +6.24
Stutzer: +0.59
Treynor: -1.91
Sterling: +2.45
Calmar: +6.58
Information Ratio: +0.53
Tracking Error: +24.9%
Stdev Down: +5.6%
Winning Months %: +71.4%
Losing Months %: +28.6%
Best 12 Months: +49.5%
Worst 12 Months: +25.4%
Efficiency Ratio: +0.82
Sharpe: +1.75
Stdev Sectors: —
Skewness: +1.05
Kurtosis: +0.76
Upside Potential: +7.46

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1	$518.3M	10	1IHS Top holdings2026-03-31 1.IHS
2025-12-31	1	$469.8M	9	1IHS Top holdings2025-12-31 1.IHS
2025-09-30	1	$429.5M	26	1IHS Top holdings2025-09-30 1.IHS
2025-06-30	1	$350.1M	0	1IHS Top holdings2025-06-30 1.IHS
2025-03-31	1	$328.7M	0	1IHS Top holdings2025-03-31 1.IHS

Holding changes this quarter

Position changes disclosed by Wendel SE for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IHS	IHS Holding Limited	—	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-29	13F-HR	View on EDGAR
2025-12-31	2026-02-06	13F-HR	View on EDGAR
2025-09-30	2025-10-30	13F-HR	View on EDGAR
2025-06-30	2025-07-28	13F-HR	View on EDGAR
2025-03-31	2025-05-01	13F-HR	View on EDGAR

FAQ

What is Wendel SE and what type of investor is it?

Wendel SE is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $518.3M, spread across 1 disclosed positions.

What are Wendel SE's largest equity positions?

Based on the latest 13F filing, Wendel SE's top holdings by market value are: 1. IHS Holding Limited (IHS) — $518.3M (100.0%)

What changes did Wendel SE make in its most recent portfolio filing?

No notable portfolio changes were recorded for Wendel SE in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Wendel SE focus on?

Sector breakdown data is not yet available for Wendel SE. Check back after the next 13F processing cycle.

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Concentration12.5

Portfolio Stability12.1

Sector conviction50.2

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Beacon Bank & Trust

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Total reported value

$518.1M

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Portfolio Stability13.6

Sector conviction49.5

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Grey Fox Wealth Advisors, LLC

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Total reported value

$518.0M

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Portfolio Stability12.3

Sector conviction95.3

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View detail

Similar Holdings Style

Institutions with overlapping top holdings

PSquared Asset Management AG

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1 of the top 5 holdings overlap, including IHS Holding Limited

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Quaker Capital Investments, LLC

CIK 0001633648

Total reported value

$408.9M

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Sector conviction69.3

1 of the top 5 holdings overlap, including IHS Holding Limited

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Invus Financial Advisors, LLC

CIK 0001802978

Total reported value

$89.2M

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Stale — no recent filing

Concentration99.1

Portfolio Stability0.0

Sector conviction100.0

1 of the top 5 holdings overlap, including IHS Holding Limited

View detail

Wendel SE Quarterly 13F Holdings Update

CIK: 0001721938

Concentrated strategyLong-term holder

Total reported value

$518.3M

Reporting period: 2026-03-31 · Number of holdings: 1

Wendel SE disclosed 1 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $518.3M and a quarterly turnover rate of 9.8%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "W"

Personality snowflake

Concentration: 100
Portfolio Stability: 9.82
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Recent moves

Unchanged IHS
0.0%　$48.5M

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	IHS	IHS Holding Limited	Stock-Other	100.00%	—	—

Portfolio Performance

Performance for Q3 2026

-0.7%

Performance Last 4 Quarters

+25.4%

Stdev: +20%
Beta: -0.18
Alpha: +39.2%
Max Drawdown: -5.9%
Annualized Perf: +39%
Batting Avg vs S&P: +57.1%
Sortino: +6.24
Stutzer: +0.59
Treynor: -1.91
Sterling: +2.45
Calmar: +6.58
Information Ratio: +0.53
Tracking Error: +24.9%
Stdev Down: +5.6%
Winning Months %: +71.4%
Losing Months %: +28.6%
Best 12 Months: +49.5%
Worst 12 Months: +25.4%
Efficiency Ratio: +0.82
Sharpe: +1.75
Stdev Sectors: —
Skewness: +1.05
Kurtosis: +0.76
Upside Potential: +7.46

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1	$518.3M	10	1IHS Top holdings2026-03-31 1.IHS
2025-12-31	1	$469.8M	9	1IHS Top holdings2025-12-31 1.IHS
2025-09-30	1	$429.5M	26	1IHS Top holdings2025-09-30 1.IHS
2025-06-30	1	$350.1M	0	1IHS Top holdings2025-06-30 1.IHS
2025-03-31	1	$328.7M	0	1IHS Top holdings2025-03-31 1.IHS

Holding changes this quarter

Position changes disclosed by Wendel SE for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IHS	IHS Holding Limited	—	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-29	13F-HR	View on EDGAR
2025-12-31	2026-02-06	13F-HR	View on EDGAR
2025-09-30	2025-10-30	13F-HR	View on EDGAR
2025-06-30	2025-07-28	13F-HR	View on EDGAR
2025-03-31	2025-05-01	13F-HR	View on EDGAR