Talaria Asset Management Pty Ltd: 13F holdings
CIK 20263522026Q2
| Positions | 12 |
|---|---|
| Reported value | $467.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| EVEREST GROUP LTD | 281,800 | $100.7m | 21.5% |
| AOS SMITH A O CORP | 1,200,700 | $75.3m | 16.1% |
| MEDTRONIC PLC | 729,900 | $57.1m | 12.2% |
| HPQ HP INC | 2,043,100 | $44.8m | 9.6% |
| PFE PFIZER INC | 1,656,200 | $39.9m | 8.5% |
| CHUBB LIMITED | 103,800 | $35.4m | 7.6% |
| EOG EOG RES INC | 267,700 | $34.7m | 7.4% |
| WEC WEC ENERGY GROUP INC | 291,300 | $34.0m | 7.3% |
| RHI ROBERT HALF INC. | 928,900 | $28.5m | 6.1% |
| ADBE ADOBE INC | 38,000 | $7.8m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2026352")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.