Lind Value II Aps
Lind Value II ApS is a subsidiary entity connected to Lind Invest, a single-family office founded and owned by Henrik Lind, based in Aarhus, Denmark. Lind Invest itself was established in 2002, operates independently, and specializes in long-term investments and proactive ownership with a focus on capital preservation through capital growth. Lind Value II ApS appears to manage a portion of the listed equities portfolio, making strategic investments primarily in North American and European public equities and bonds. The firm maintains a lean and focused operational structure and is part of a broader investment group serving the interests of the Lind family.
Investment Strategy
Lind Value II ApS invests primarily in listed equities and selected bonds, aiming for capital preservation through capital growth. The strategy is characterized by a proactive, long-term investment approach, with a preference for direct company engagement and alignment of interests with partners. Investment decision-making is based on strong risk management and the goal of developing companies to their full potential. The listed equities portfolio is focused on companies with the potential to be among the best in their fields.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CHTR | CHARTER COMMUNICATIONS INC N | 22.89% | $60.6M | 220,445 | $275.11 | $275.11 | +$60.6M |
I INGM | Ingram Micro Holding Corp | 17.83% | $47.2M | 2,198,567 | $21.14 | $21.49 | +$22.3M |
A AVT | AVNET INC | 15.98% | $42.4M | 810,073 | $50.37 | $52.28 | -$1.9M |
A ARW | ARROW ELECTRS INC | 15.66% | $41.5M | 342,942 | $123.52 | $121.00 | +$2.6M |
S SNX | TD SYNNEX CORP | 14.15% | $37.5M | 228,992 | $111.42 | $163.75 | -$33.5M |