Lightrock Netherlands B.V.

Est. AUM

$453.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BRUNSWICK CORP	COM	$30.7M	422279	6.78%	SOLE
2	WINTRUST FINANCIAL CORP	COM	$25.1M	180371	5.53%	SOLE
3	SPS COMM INC	COM	$24.6M	441669	5.43%	SOLE
4	GLOBUS MEDICAL INC - A	CL A	$22.2M	257242	4.89%	SOLE
5	TRONOX HOLDINGS PLC	SHS	$20.6M	2110792	4.55%	SOLE
6	WEST FRASER TIMBER CO LTD	COM	$20.1M	306721	4.42%	SOLE
7	AKAMAI TECHNOLOGIES INC	COM	$19.6M	170470	4.32%	SOLE
8	JABIL INC	COM	$17.0M	63822	3.74%	SOLE
9	SALLY BEAUTY HOLDINGS INC	COM	$16.3M	1178423	3.60%	SOLE
10	ALLEGRO MICROSYSTEMS INC	COM	$16.0M	507990	3.53%	SOLE
11	ENCOMPASS HEALTH CORP	COM	$15.0M	154606	3.30%	SOLE
12	LINDSAY CORP	COM	$14.2M	119115	3.13%	SOLE
13	LUMENTUM HOLDINGS INC	COM	$13.6M	19321	3.00%	SOLE
14	PENNYMAC FINANCIAL SERVICES	COM	$13.3M	152213	2.94%	SOLE
15	MUELLER WATER PRODUCTS INC-A	COM SER A	$13.1M	474784	2.88%	SOLE
16	ACUITY INC	COM	$12.6M	44803	2.77%	SOLE
17	COMPASS MINERALS INTERNATION	COM	$12.5M	533973	2.75%	SOLE
18	ABERCROMBIE & FITCH CO-CL A	CL A	$12.0M	130974	2.64%	SOLE
19	CABOT CORP	COM	$12.0M	158727	2.64%	SOLE
20	STRATEGIC EDUCATION INC	COM	$11.6M	140363	2.57%	SOLE
21	TOWNE BANK	COM	$11.2M	332752	2.47%	SOLE
22	TENNANT CO	COM	$10.2M	153770	2.25%	SOLE
23	DARLING INGREDIENTS INC	COM	$9.4M	151706	2.07%	SOLE
24	WEX INC	COM	$9.2M	60000	2.03%	SOLE
25	AMERICAN HOMES 4 RENT- A	CL A	$9.2M	328626	2.02%	SOLE
26	AVANTOR INC	COM	$6.8M	862377	1.49%	SOLE
27	TRIPADVISOR INC	COM	$6.6M	619718	1.46%	SOLE
28	HEALTHPEAK PROPERTIES INC	COM	$6.5M	393021	1.42%	SOLE
29	CUBESMART	COM	$6.4M	173958	1.41%	SOLE
30	ENERSYS	COM	$6.0M	34639	1.33%	SOLE
31	CARETRUST REIT INC	REITs	$5.6M	152105	1.23%	SOLE
32	QUIDELORTHO CORP	COM	$5.2M	314547	1.14%	SOLE
33	FIRST SOLAR INC	COM	$4.0M	20195	0.88%	SOLE
34	GENTEX CORP	COM	$4.0M	181726	0.88%	SOLE
35	INDEPENDENCE REALTY TRUST IN	COM	$3.9M	261434	0.86%	SOLE
36	DIAMONDROCK HOSPITALITY CO	COM	$3.8M	403766	0.83%	SOLE
37	TERADATA CORP DEL	COM	$3.2M	124893	0.71%	SOLE
38	COHU INC	COM	$485K	15833	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.