Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AerCap Holdings NVCUSIP N00985106 | $347.6M | 30.1% | −3.3% |
| SHELShell PLC | $318.4M | 27.5% | −3.3% |
| Alcon AGCUSIP H01301128 | $232.4M | 20.1% | New |
| Check Point Software Tech LTCUSIP M22465104 | $160.1M | 13.9% | −3.3% |
| Flutter Entmt PLCCUSIP G3643J108 | $48.6M | 4.2% | −2.7% |
| CPCanadian Pacific Kansas City | $37.4M | 3.2% | −2.9% |
| SUNBSunbelt Rentals Holdings Inc | $11.3M | 1.0% | +607.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AerCap Holdings NVCUSIP N00985106 | March 31, 2025 | +42.7% | $347.6M |
| CPCanadian Pacific Kansas City | September 30, 2025 | +16.3% | $37.4M |
| SUNBSunbelt Rentals Holdings Inc | March 31, 2026 | +14.9% | $11.3M |
| SHELShell PLC | March 31, 2025 | +5.8% | $318.4M |
| Check Point Software Tech LTCUSIP M22465104 | March 31, 2025 | −42.3% | $160.1M |
| Flutter Entmt PLCCUSIP G3643J108 | March 31, 2025 | −53.9% | $48.6M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −5.5% | +14.8% |
| March 31, 2026 | −10.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wgi Dm, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2059126&type=13F-HR&dateb=&owner=include&count=40CIK 2059126
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2059126/000205912626000004/Filed August 7, 2026 · accession 0002059126-26-000004