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%.

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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

Not enough priced holdings yet to compute performance

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

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.