Pamplona Capital Management, LLC Portfolio Holdings
Q3 2025•7 long positions•$760.4M portfolio value
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Holding7 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Construction Industrials | $394.5M 51.89% | — | 44.49% 51.8M shares | — | — | $886.9M Small Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $226.2M 29.75% | — | 0.01% 1.0M shares | — | — | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $114.0M 14.99% | — | 0.003% 220.1K shares | — | — | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $17.8M 2.34% | — | 0.198% 210.6K shares | — | — | $9.0B Mid Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.2M 0.426% | +$3.2M New | — 330.7K shares | 0 → 330.7K +$3.2M | New | $562.0M Small Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $3.2M 0.426% | — | 0.576% 330.7K shares | — | — | $562.0M Small Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.18% | — | — 2.3K shares | — | — | — — | Q4 2024 Held for 11 months |
