WS

Wendel SE

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%.

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

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IHSIHS Holding LimitedStock-Other100.00%——

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
#TickerIssuerWeight ChangeShares ChangeAction
1IHSIHS Holding Limited——Unchanged

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.