Pamplona Capital Management, LLC
Private Equity
Pamplona Capital Management, LLC is a Private Equity based in New York, NY led by Kevin Finbarr O'Flaherty, reporting $3.1B in AUM as of Q3 2025 with 52% Industrials concentration, with only 7 positions, and 52% allocation to SWIM.
CCOKevin Finbarr O'Flaherty
- Portfolio Value
- $760.4M
- Positions
- 7
- Top Holding
- SWIM at 51.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pamplona Capital Management, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Construction Industrials | $394.5M | 51.89% | — | 44.49% 51.8M shares | |
Specialty Retail Consumer Cyclical | $226.2M | 29.75% | — | 0.01% 1.0M shares | |
Software - Infrastructure Technology | $114.0M | 14.99% | — | 0.00% 220.1K shares | |
Software - Application Technology | $17.8M | 2.34% | — | 0.20% 210.6K shares | |
Unknown Unknown | $3.2M | 0.43% | +$3.2M New | — 330.7K shares | |
Specialty Retail Consumer Cyclical | $3.2M | 0.43% | — | 0.58% 330.7K shares | |
ETF ETF | $1.4M | 0.18% | — | — 2.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pamplona Capital Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Pamplona Capital Management, LLC
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