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ABC ARBITRAGE SA

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002049221

$926.1M

disclosed book value

381

positions

5.1%

largest position share

Positions, as of 2026-06-30

top 100 of 381 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1DEODIAGEO PLC584,311$47.0M5.1%
2BTIBRITISH AMERICAN TOBACCO PLC731,156$45.2M4.9%
3RIORIO TINTO PLC406,269$38.6M4.2%
4LYGLLOYDS BANKING GROUP PLC5.7M$33.2M3.6%
5NWGNATWEST GROUP PLC1.9M$32.8M3.5%
6VODVODAFONE GROUP PLC2.4M$32.1M3.5%
7INGING GROEP NV1.0M$31.6M3.4%
8SHELSHELL PLC378,254$29.3M3.2%
9BPBP PLC790,506$29.2M3.2%
10GSKGSK PLC538,873$28.2M3.1%
11HSBCHSBC HOLDINGS PLC283,637$27.0M2.9%
12IHGINTERCONTINENTAL HOTELS GROUP PLC153,668$26.6M2.9%
13NGGNATIONAL GRID PLC301,977$25.0M2.7%
14NVONOVO NORDISK A/S369,120$17.7M1.9%
15AMXAMERICA MOVIL SAB DE CV512,433$13.3M1.4%
16AEGAEGON LTD1.6M$13.2M1.4%
17RYAAYRYANAIR HOLDINGS PLC201,142$13.0M1.4%
18SNNSMITH & NEPHEW PLC375,682$10.8M1.2%
19HLNHALEON PLC1.1M$10.3M1.1%
20PUKPRUDENTIAL PLC288,740$7.7M0.8%
21HMYHARMONY GOLD MINING CO LTD503,723$7.7M0.8%
22ULUNILEVER PLC120,651$7.3M0.8%
23SYNASYNAPTICS INC57,642$7.2M0.8%
24LEGLEGGETT & PLATT INC611,215$7.2M0.8%
25STELLAR BANCORP INC180,859$7.1M0.8%
26TECHBIO-TECHNE CORP100,348$7.1M0.8%
27DBRGDIGITALBRIDGE GROUP INC448,178$7.1M0.8%
28NUVALENT INC57,147$7.1M0.8%
29RAMPLIVERAMP HOLDINGS INC186,703$7.0M0.8%
30APGEAPOGEE THERAPEUTICS INC52,918$7.0M0.8%
31PENPENUMBRA INC22,223$7.0M0.8%
32ACAARCOSA INC48,218$7.0M0.8%
33NSA*NATIONAL STORAGE AFFILIATES TRUST156,367$7.0M0.8%
34WTRGESSENTIAL UTILITIES INC180,276$6.9M0.7%
35PHGKONINKLIJKE PHILIPS NV237,271$6.5M0.7%
36EQNREQUINOR ASA204,684$6.4M0.7%
37CXCEMEX SAB DE CV487,605$5.9M0.6%
38ORLA MINING LTD577,150$5.7M0.6%
39RTORENTOKIL INITIAL PLC195,008$5.6M0.6%
40NATHNATHAN'S FAMOUS INC53,957$5.5M0.6%
41FMSFRESENIUS MEDICAL CARE AG239,751$5.4M0.6%
42LOWLOWE'S COS INC23,963$5.3M0.6%
43MRSHMARSH31,663$5.3M0.6%
44LENLENNAR Corp.58,098$5.3M0.6%
45CVXCHEVRON Corp31,384$5.2M0.6%
46CCICROWN CASTLE INC68,542$5.2M0.6%
47NOKNOKIA OYJ388,602$5.2M0.6%
48MLMMARTIN MARIETTA MATERIALS INC8,888$5.1M0.6%
49HBANHUNTINGTON BANCSHARES INC/OH288,202$5.1M0.6%
50ARESARES MANAGEMENT Corp45,693$5.1M0.5%
51KEYKEYCORP220,410$5.1M0.5%
52COPCONOCOPHILLIPS48,778$5.1M0.5%
53MPCMARATHON PETROLEUM CORP19,751$5.0M0.5%
54HIGHARTFORD INSURANCE GROUP INC/T37,754$5.0M0.5%
55TFCTRUIST FINANCIAL Corp99,790$5.0M0.5%
56BUDANHEUSER-BUSCH INBEV SA/NV60,133$5.0M0.5%
57WPPWPP PLC291,076$4.5M0.5%
58PSOPEARSON PLC281,169$4.5M0.5%
59CARNIVAL CORP LTD153,669$4.4M0.5%
60LRCXLAM RESEARCH9,362$4.1M0.4%
61ASXASE TECHNOLOGY HOLDING CO LTD89,531$4.0M0.4%
62TXNMTXNM ENERGY INC70,642$4.0M0.4%
63CATALYST PHARMACEUTICALS INC117,681$3.7M0.4%
64SONYSONY GROUP CORP177,908$3.6M0.4%
65NVRNVR INC519$3.5M0.4%
66AESAES Corp241,199$3.5M0.4%
67PAYOPAYONEER GLOBAL INC495,773$3.5M0.4%
68OKEONEOK INC39,913$3.5M0.4%
69HEI/AHEICO Corp13,364$3.4M0.4%
70CHART INDUSTRIES INC16,251$3.4M0.4%
71IMXIINTERNATIONAL MONEY EXPRESS INC224,282$3.2M0.3%
72MODIV INDUSTRIAL INC183,822$3.2M0.3%
73GOOGALPHABET INC (EX GOOGLE INC)8,845$3.1M0.3%
74PPLPPL CORP83,799$3.0M0.3%
75TALKSPACE INC573,850$3.0M0.3%
76ZGZILLOW GROUP (EX. ZILLOW INC)95,075$3.0M0.3%
77SSLSASOL301,838$3.0M0.3%
78DALDELTA AIR LINES INC31,437$2.9M0.3%
79RELXRELX PLC90,026$2.9M0.3%
80EENI SPA58,156$2.7M0.3%
81VTMXCORP INMOBILIARIA VESTA SAB DE CV77,276$2.7M0.3%
82SNPSSYNOPSYS INC5,813$2.6M0.3%
83WFCWELLS FARGO & CO29,743$2.5M0.3%
84PBRPETROLEO BRASILEIRO SA151,762$2.5M0.3%
85DRDDRDGOLD LTD107,960$2.3M0.2%
868HHAVANOS MEDICAL INC85,529$2.1M0.2%
87METMETLIFE INC24,825$2.1M0.2%
88GBTGGLOBAL BUSINESS TRAVEL GROUP I194,030$1.8M0.2%
89SILA REALTY TRUST INC59,967$1.8M0.2%
90WHITESTONE REIT95,817$1.8M0.2%
91CZRCAESARS ENTERTAINMENT INC59,971$1.8M0.2%
92DDOMINION ENERGY INC25,522$1.7M0.2%
93MARMARRIOTT INTERNATIONAL INC/MD4,563$1.7M0.2%
94AEEAMEREN CORP14,859$1.7M0.2%
95VECOVeeco Instruments Inc21,202$1.6M0.2%
96GSATGLOBALSTAR INC18,008$1.5M0.2%
97MAAMID-AMERICA APARTMENT COMMUNITIES INC10,446$1.5M0.2%
98TMHC*TAYLOR MORRISON HOME CORP20,143$1.4M0.2%
99SLPSIMULATIONS PLUS INC78,869$1.4M0.2%
100OPEN LENDING Corp450,304$1.4M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.