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The Analysis of WGI DM, LLC's Holdings & P&L
Currently, WGI DM, LLC holds 6 types of securities in its portfolio with a total value $999.5M. In the most recent quarter, they have increased their positions in N/A (+21.4K shares, valued at $1.4M), N/A (+6.3K shares, valued at $492.1K); decreased their positions in SHEL (-205.8K shares, valued at $19.1M), AER (-119.4K shares, valued at $16.4M), CHKP (-61.5K shares, valued at $8.8M); initiated new positions in N/A (+21.4K shares, valued at $1.4M).
1M P&L
-7.1M-0.63%
3M P&L
-28.1M-2.43%
HY P&L
-104.5M-8.47%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Rental & Leasing Services371.8M
28.5%
2Oil & Gas Integrated327.2M
25.1%
3Diagnostics & Research254.4M
19.5%
Top Industries by Stock Count
1Rental & Leasing Services1 stocks
20.0%
2Gambling1 stocks
20.0%
3Diagnostics & Research1 stocks
20.0%
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Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sunbelt Rentals Holdings Inc Sunbelt Rentals Holdings Inc21.4K sharesnew addition2026-03-312026-05-14
SHEL
-4.62%Shell PLC
Shares4.2M
Event2026-03-31
Filed2026-05-14
AER
-4.62%AerCap Holdings NV
Shares2.5M
Event2026-03-31
Filed2026-05-14
CHKP
-4.66%Check Point Software Tech LT
Shares1.3M
Event2026-03-31
Filed2026-05-14
FLUT
-2.18%Flutter Entmt PLC
Shares488.6K
Event2026-03-31
Filed2026-05-14
Canadian Pacific Kansas City
1.43%Canadian Pacific Kansas City
Shares444.1K
Event2026-03-31
Filed2026-05-14
Sunbelt Rentals Holdings Inc
NewSunbelt Rentals Holdings Inc
Shares21.4K
Event2026-03-31
Filed2026-05-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available