Exor N.V. Portfolio Holdings

Q3 2025•2 long positions•$936.7M portfolio value

Holding2	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 VIA Via Renewables, Inc. VIA	Unknown Unknown	$678.9M 72.48%	+$678.9M New	— 14.1M shares	0 → 14.1M +$678.9M	New	— —	Q3 2025 Held for 2 months
2 Clarivate CLVT	Information Technology Services Technology	$257.7M 27.52%	—	10.01% 67.3M shares	—	—	$2.6B Mid Cap	Q4 2022 Held for 2y 11m

Holding2	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 VIA Via Renewables, Inc. VIA	Unknown Unknown	$678.9M 72.48%	+$678.9M New	— 14.1M shares	0 → 14.1M +$678.9M	New	— —	Q3 2025 Held for 2 months
2 Clarivate CLVT	Information Technology Services Technology	$257.7M 27.52%	—	10.01% 67.3M shares	—	—	$2.6B Mid Cap	Q4 2022 Held for 2y 11m

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