North Growth Management Ltd. Portfolio Holdings

North Growth Management Ltd.

  • $474 Million
  • Q1 2025

North Growth Management Ltd. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $474 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jabil Inc with a value of $33.5M, Ciena Corp with a value of $26M, Motorola Solutions, Inc. with a value of $22M, Brinker International, Inc with a value of $21.4M, and Applied Materials Inc with a value of $21.1M.

Examining the 13F form we can see an decrease of $53.4M in the current position value, from $527M to 474M.

Below you can find more details about North Growth Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $474 Million
Technology: $181 Million
Consumer Cyclical: $113 Million
Healthcare: $63.5 Million
Industrials: $62.1 Million
Communication Services: $21.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $474 Million
  • Prior Value $527 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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