EdgeMarket › What Boussard & Gavaudan Investment Management Llp reported owning

What Boussard & Gavaudan Investment Management 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

89

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
unmapped CUSIP 958102AT2186.1M17.6%27.4K
WBD
Warner Bros. Discovery, Inc.
62.5M5.9%2.3M28.55+147.4%
unmapped CUSIP 007973AE056.8M5.4%25.0K
EA
ELECTRONIC ARTS INC.
52.5M5.0%258.8K209.70+33.5%
unmapped CUSIP 29446YAC050.2M4.7%21.2K
unmapped CUSIP 10806XAB846.2M4.4%26.0K
unmapped CUSIP 02043QAB340.8M3.9%32.0K
NSC
NORFOLK SOUTHERN CORP
38.5M3.6%135.9K350.72+22.8%
unmapped CUSIP 40131MAD138.3M3.6%23.2K
unmapped CUSIP 81180WBL437.4M3.5%8.3K
unmapped CUSIP 163086AE133.6M3.2%23.0K
unmapped CUSIP 671044AF232.1M3.0%20.9K
WTM
WHITE MOUNTAINS INSURANCE GROUP LTD
31.0M2.9%14.0K2,110.95+14.9%
unmapped CUSIP 387328AF424.5M2.3%15.0K
unmapped CUSIP 833445AD120.0M1.9%16.5K
unmapped CUSIP 501812AD318.9M1.8%15.8K
unmapped CUSIP 04351PAD318.8M1.8%12.9K
unmapped CUSIP 682189AS417.3M1.6%13.8K
unmapped CUSIP 538034BA616.6M1.6%11.0K
unmapped CUSIP 00182CAC716.5M1.6%13.3K
unmapped CUSIP 737446AT116.1M1.5%14.8K
unmapped CUSIP 450056AB212.0M1.1%11.0K
unmapped CUSIP 55306NAB010.1M1.0%6.3K
Q
Qnity Electronics, Inc.
9.0M0.9%81.7K128.88
RAC
Rithm Acquisition Corp.
8.0M0.8%768.0K10.53+2.4%
OACC
Oaktree Acquisition Corp. III Life Sciences
7.6M0.7%720.0K10.74+3.4%
ANSC
Agriculture & Natural Solutions Acquisition Co
7.6M0.7%672.0K11.46+5.2%
ALUB
Alussa Energy Acquisition Corp. II
7.0M0.7%700.0K10.15
WAT
WATERS CORP /DE/
6.2M0.6%20.8K410.70+38.4%
unmapped CUSIP 122017AD86.0M0.6%3.7K
SOLS
Solstice Advanced Materials Inc.
6.0M0.6%81.2K56.16
PEN
Penumbra Inc
5.9M0.6%18.1K325.18+27.2%
VSNT
Versant Media Group, Inc.
5.6M0.5%153.0K38.75
unmapped CUSIP 89377MAB55.2M0.5%4.0K
BCSS
Bain Capital GSS Investment Corp.
5.0M0.5%500.0K10.28
LBRDA
Liberty Broadband Corp
5.0M0.5%101.0K35.99-41.0%
DD
DuPont de Nemours, Inc.
4.7M0.4%104.8K138.33-38.1%
LLYVK
Liberty Live Holdings, Inc.
4.4M0.4%48.4K105.42+13.3%
CTRI
Centuri Holdings, Inc.
4.4M0.4%154.3K21.36+7.2%
COUR
Coursera, Inc.
4.3M0.4%731.8K6.00-47.2%
unmapped CUSIP 686688AB84.1M0.4%3.1K
EL
ESTEE LAUDER COMPANIES INC
4.0M0.4%57.8K101.94+17.8%
LLYVA
Liberty Live Holdings, Inc.
3.7M0.4%41.9K101.70+12.6%
unmapped CUSIP 842587DZ73.7M0.3%3.3K
MICC
Magnum Ice Cream Co N.V.
3.3M0.3%226.5K19.96
unmapped CUSIP 87157DAJ83.0M0.3%3.0K
AEXA
American Exceptionalism Acquisition Corp. A
3.0M0.3%275.0K11.68
unmapped CUSIP 26441CBY02.9M0.3%2.6K
unmapped CUSIP 76954AAB92.8M0.3%2.6K
unmapped CUSIP 40637HAF62.7M0.3%2.1K

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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