Mirabella Financial Services LLP reported 639 positions worth $874.26M for the quarter ended Jun 30, 2026, down 9.4% on the prior quarter. It opened 326 new positions, added to 140, trimmed 173 and exited 543. Its largest holding is Ads-Tec Energy Public Ltd Co at 33.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ADSE Ads-Tec Energy Public Ltd Co | +1.09M | +4.9% | $13.89M | 33.92% |
| DKNG DraftKings Inc. | +508.6K | – | $12.85M | 1.47% |
| OCFC Oceanfirst Financial Corp | +493.7K | +61.8% | $9.64M | 2.89% |
| DG Dollar General Corp | +83.1K | +210.4% | $9.57M | 1.61% |
| FLUT Flutter Entertainment plc | +88.9K | – | $9.08M | 1.04% |
| SWK Stanley Black & Decker, Inc. | +83.0K | +1,500.0% | $7.82M | 0.954% |
| CHRW C. H. Robinson Worldwide, Inc. | +37.7K | +1,376.9% | $7.10M | 0.871% |
| FMX Mexican Economic Development Inc | +50.6K | – | $6.47M | 0.74% |
| FSUN Firstsun Capital Bancorp | +163.8K | +35.7% | $6.35M | 2.76% |
| NOW ServiceNow, Inc. | +61.7K | +2,894.6% | $6.13M | 0.725% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BUSE First Busey Corp | -398.4K | -31.9% | $11.75M | 2.87% |
| GRND Grindr Inc. | -667.2K | -100.0% | $8.07M | Exited |
| STNG Scorpio Tankers Inc. | -98.1K | -96.6% | $6.79M | 0.027% |
| CMI Cummins Inc | -12.0K | -100.0% | $6.44M | Exited |
| HPE Hewlett Packard Enterprise Co | -140.1K | -94.9% | $6.32M | 0.039% |
| VMC Vulcan Materials CO | -22.7K | -100.0% | $6.17M | Exited |
| ETOR eToro Group Ltd. | -186.9K | -100.0% | $5.61M | Exited |
| KLAC Kla Corp | -17.8K | -87.1% | $5.36M | 0.091% |
| SITM SITIME Corp | -6,708 | -95.5% | $5.00M | 0.027% |
| KALU Kaiser Aluminum Corp | -24.0K | -95.1% | $4.69M | 0.028% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DKNG DraftKings Inc. | +508.6K | $12.85M | 1.47% |
| FLUT Flutter Entertainment plc | +88.9K | $9.08M | 1.04% |
| FMX Mexican Economic Development Inc | +50.6K | $6.47M | 0.74% |
| TX Ternium S.A. | +115.1K | $4.91M | 0.562% |
| OCTV Octave Intelligence plc | +234.0K | $3.81M | 0.436% |
| MATX Matson, Inc. | +16.0K | $3.08M | 0.352% |
| GLD Spdr Gold Trust | +7,795 | $2.87M | 0.328% |
| L Loews Corp | +16.2K | $1.84M | 0.21% |
| EC Ecopetrol S.A. | +129.0K | $1.84M | 0.21% |
| ATO Atmos Energy Corp | +10.2K | $1.76M | 0.202% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GRND Grindr Inc. | -667.2K | $8.07M | 0.836% |
| CMI Cummins Inc | -12.0K | $6.44M | 0.667% |
| VMC Vulcan Materials CO | -22.7K | $6.17M | 0.64% |
| ETOR eToro Group Ltd. | -186.9K | $5.61M | 0.582% |
| FIVE Five Below, Inc | -18.9K | $4.32M | 0.448% |
| AES Aes Corp | -273.1K | $3.85M | 0.399% |
| UNIT Uniti Group Inc. | -408.6K | $3.83M | 0.397% |
| BOOT Boot Barn Holdings, Inc. | -24.7K | $3.61M | 0.374% |
| VRT Vertiv Holdings Co | -14.3K | $3.58M | 0.371% |
| TDAY USA TODAY Co., Inc. | -499.9K | $3.52M | 0.365% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ADSE Ads-Tec Energy Public Ltd Co | Industrials | 23.26M | $296.54M | 33.92% | +1.09M | +4.9% | Added | 41.25% |
| 2 | OCFC Oceanfirst Financial Corp | Financial Services | 1.29M | $25.25M | 2.89% | +493.7K | +61.8% | Added | 1.34% |
| 3 | BUSE First Busey Corp | Financial Services | 851.5K | $25.12M | 2.87% | -398.4K | -31.9% | Reduced | 1.01% |
| 4 | FSUN Firstsun Capital Bancorp | Financial Services | 623.2K | $24.17M | 2.76% | +163.8K | +35.7% | Added | 1.33% |
| 5 | EG Everest Group, Ltd. | Financial Services | 50.4K | $18.02M | 2.06% | -10.1K | -16.6% | Reduced | 0.07% |
| 6 | DG Dollar General Corp | Consumer Staples | 122.6K | $14.11M | 1.61% | +83.1K | +210.4% | Added | 0.06% |
| 7 | DKNG DraftKings Inc. | Consumer Discretionary | 508.6K | $12.85M | 1.47% | +508.6K | – | New | 0.1% |
| 8 | FLUT Flutter Entertainment plc | Consumer Discretionary | 88.9K | $9.08M | 1.04% | +88.9K | – | New | 0.05% |
| 9 | PH Parker-Hannifin Corp | Industrials | 9,229 | $9.03M | 1.03% | +1,570 | +20.5% | Added | 0.01% |
| 10 | MMM 3M Co | Industrials | 54.1K | $8.76M | 1% | +9,979 | +22.6% | Added | 0.01% |
| 11 | SWK Stanley Black & Decker, Inc. | Industrials | 88.6K | $8.34M | 0.954% | +83.0K | +1,500.0% | Added | 0.06% |
| 12 | JCI Johnson Controls International plc | Industrials | 53.9K | $7.88M | 0.901% | +2,113 | +4.1% | Added | 0.01% |
| 13 | CHRW C. H. Robinson Worldwide, Inc. | Industrials | 40.5K | $7.62M | 0.871% | +37.7K | +1,376.9% | Added | 0.03% |
| 14 | GOOG Alphabet Inc. | Technology | 21.3K | $7.51M | 0.859% | +6,500 | +44.0% | Added | 0% |
| 15 | HUBB Hubbell Inc | Industrials | 13.9K | $7.29M | 0.833% | -586 | -4.0% | Reduced | 0.03% |
Tip. Select a row to see that position’s full history at Mirabella Financial Services Llp.
As of its Q2 2026 13F filing, Mirabella Financial Services LLP’s five largest positions were Ads-Tec Energy Public Ltd Co (ADSE) at 33.9%, Oceanfirst Financial Corp (OCFC) at 2.9%, First Busey Corp (BUSE) at 2.9%, Firstsun Capital Bancorp (FSUN) at 2.8%, Everest Group, Ltd. (EG) at 2.1% of the reported portfolio.
Mirabella Financial Services LLP reported a 13F portfolio worth $874.26M across 639 positions for Q2 2026. That is down 9.4% from the previous quarter.
Its largest purchases by value were Ads-Tec Energy Public Ltd Co ($13.89M), DraftKings Inc. ($12.85M), Oceanfirst Financial Corp ($9.64M). It opened 326 new positions.
Its largest sales by value were First Busey Corp ($11.75M), Grindr Inc. ($8.07M), Scorpio Tankers Inc. ($6.79M). It exited 543 positions entirely.
From the Form 13F-HR reports Mirabella Financial Services LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.