Silphium Asset Management LTD filed its 13F report for Q2 2026 on July 30, 2026. The portfolio totaled 296.62 M reflecting a +12.36% change from the prior quarter, spanning 55 assets. The top 10 holdings comprised 74.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 2 complete exits.
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Silphium Asset Management submitted their Form 13F-HR for the Q2 2026 period on 07/30/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Silphium Asset Management reported a managed portfolio value of 296.62 M, consisting of 59 individual positions.
This page displays the raw filing documents. To see which stocks Silphium Asset Management bought or sold during Q2 2026, please visit Silphium Asset Management's Portfolio Analysis page.