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Rothschild & Co Wealth Management UK Ltd (auto-surfaced)

Tier None · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $6,534,071,253 · 25 positions · top-10 91.3% · SEC filing history →

13FScore 42/100 — cloning their disclosed top holdings over ~4.6y returned +0%/yr vs S&P +11%/yr (alpha -10%/yr), ahead of the market in 37% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
$SUNB · SUNBELT RENTALS HOLDINGS INC8.2%$534,397,883Med
$VSNT · VERSANT MEDIA GROUP INC0.3%$16,592,327Med

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$SPGI · S&P GLOBAL INC8.7%+26%MedCredit ratings, indices and market data

Top holdings now

Issuer% bookBusiness
$AXP · AMERICAN EXPRESS CO13.2%Card payments, lending and travel services
$BKNG · BOOKING HOLDINGS INC11.1%Online travel reservations (Booking.com, Priceline)
$BRK.B · BERKSHIRE HATHAWAY INC DEL10.8%Buffett conglomerate — insurance, railroads, utilities, equities
$MA · MASTERCARD INCORPORATED10.3%Global card payment network
$DE · DEERE & CO10.3%Agricultural and construction machinery (John Deere)
$SPGI · S&P GLOBAL INC8.7%Credit ratings, indices and market data
$SUNB · SUNBELT RENTALS HOLDINGS INC8.2%
$DUT · MOODYS CORP7.4%Credit ratings and financial-risk analytics
$CP · CANADIAN PACIFIC KANSAS CITY6.3%North American freight railroad
$CMCSA · COMCAST CORP NEW5.1%Cable, broadband, NBCUniversal media

Generated 2026-06-27 · Alpha-Investor tracker