EdgeMarket › What Mirabella Financial Services Llp reported owning

What Mirabella Financial Services Llp reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.1B

Positions

889

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
ADSE
Ads-Tec Energy Public Ltd Co
255.0M24.1%22.2M11.34-3.9%
unmapped CUSIP 126349AH233.1M3.1%37.2M
BUSE
FIRST BUSEY CORP /NV/
31.6M3.0%1.2M30.30+30.4%
EG
EVEREST GROUP, LTD.
19.8M1.9%60.5K370.06+7.7%
FSUN
FIRSTSUN CAPITAL BANCORP
16.7M1.6%459.4K40.00+9.4%
OCFC
OCEANFIRST FINANCIAL CORP
14.4M1.4%798.9K19.06+10.0%
GRND
Grindr Inc.
8.1M0.8%667.2K15.53-1.6%
STNG
Scorpio Tankers Inc.
7.6M0.7%101.5K78.49+69.7%
HUBB
HUBBELL INC
7.1M0.7%14.5K470.03+9.3%
PH
Parker-Hannifin Corp
6.9M0.6%7.7K1,001.74+34.8%
JCI
Johnson Controls International plc
6.8M0.6%51.8K143.05+35.0%
CMI
CUMMINS INC
6.4M0.6%12.0K587.68+48.3%
MMM
3M CO
6.4M0.6%44.1K178.96+15.6%
VMC
Vulcan Materials CO
6.2M0.6%22.7K276.04-3.6%
unmapped CUSIP 69349HAF45.8M0.5%5.0M
ETOR
eToro Group Ltd.
5.6M0.5%186.9K30.31-31.7%
ADSEW
Ads-Tec Energy Public Ltd Co
5.4M0.5%699.9K0.50-53.3%
JBS
JBS N.V.
5.3M0.5%294.5K13.82-8.3%
SGOV
iShares 0-3 Month Treasury Bond ETF
5.0M0.5%49.8K100.63+0.0%
DG
DOLLAR GENERAL CORP
4.7M0.4%39.5K123.41+7.5%
VIST
Vista Energy, S.A.B. de C.V.
4.6M0.4%61.6K69.58+73.0%
FIVE
FIVE BELOW, INC
4.3M0.4%18.9K250.24+79.7%
GOOG
Alphabet Inc.
4.2M0.4%14.8K341.75+70.7%
AES
AES CORP
3.8M0.4%273.1K14.77+11.9%
UNIT
Uniti Group Inc.
3.8M0.4%408.6K9.97+63.4%
DLO
dLocal Ltd
3.6M0.3%279.7K15.17+6.7%
AME
AMETEK INC/
3.6M0.3%16.9K239.55+30.7%
BOOT
Boot Barn Holdings, Inc.
3.6M0.3%24.7K165.57-1.9%
VRT
Vertiv Holdings Co
3.6M0.3%14.3K261.95+105.4%
FCFS
FirstCash Holdings, Inc.
3.5M0.3%18.8K225.28+61.9%
ECHO
EchoStar CORP
3.5M0.3%30.2K86.81+214.0%
TDAY
USA TODAY Co., Inc.
3.5M0.3%499.9K6.47+60.9%
WAB
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
3.5M0.3%14.1K297.57+54.3%
CRS
CARPENTER TECHNOLOGY CORP
3.5M0.3%8.9K492.38+105.1%
HPE
Hewlett Packard Enterprise Co
3.5M0.3%147.7K53.45+154.0%
DAN
DANA Inc
3.5M0.3%103.9K31.72+69.8%
KOF
COCA COLA FEMSA SAB DE CV
3.5M0.3%35.8K112.19+34.3%
INTR
Inter & Co, Inc.
3.5M0.3%436.2K5.39-30.5%
PSMT
PRICESMART INC
3.4M0.3%22.9K172.87+58.9%
VST
Vistra Corp.
3.4M0.3%22.6K136.21-29.4%
AUGO
Aura Minerals Inc.
3.4M0.3%41.5K87.26+217.1%
TDS
TELEPHONE & DATA SYSTEMS INC /DE/
3.4M0.3%80.2K33.60-14.0%
SHOO
STEVEN MADDEN, LTD.
3.4M0.3%99.2K46.08+73.2%
CIEN
CIENA CORP
3.3M0.3%8.6K395.79+356.8%
XP
XP Inc.
3.3M0.3%175.3K16.81+4.8%
HON
HONEYWELL INTERNATIONAL INC
3.3M0.3%14.8K215.90-50.3%
SOC
Sable Offshore Corp.
3.3M0.3%201.4K5.10-81.2%
FLR
FLUOR CORP
3.3M0.3%70.8K52.42+28.2%
APH
AMPHENOL CORP /DE/
3.3M0.3%25.9K157.01+44.5%
BAP
CREDICORP LTD
3.3M0.3%9.7K378.97+52.2%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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