Arkolith/Funds/CVC Management Holdings II Ltd.

CVC Management Holdings II Ltd.

CIK 2023131
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

CVC Management Holdings II Ltd. holds a concentrated book of 4 stocks worth $466.7M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened DPC Holdings PLC and trimmed WW International Inc-New. Their largest long position is Petco Health And Wellness Co at 85% of the equity book.

Opened
1
bought for the first time
  • DPC Holdings PLC
Added to
0
already held, bought more
no adds
Trimmed
1
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

91% mapped to company sectors

Consumer Discretionary
85%
ETF / fund or unclassified
9%
Industrials
6%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • DPC HOLDINGS PLC
    New$43.1M
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as CVC Management Holdings II Ltd.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.3 / 4$32.5M
VANGUARD CAPITAL MANAGEMENT LLC3 / 4$16.1M
GEODE CAPITAL MANAGEMENT, LLC3 / 4$14.6M
FMR LLC3 / 4$11.6M
STATE STREET CORP3 / 4$10.6M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3 / 4$10.4M
JPMORGAN CHASE & CO3 / 4$7.5M
BRIDGEWAY CAPITAL MANAGEMENT, LLC3 / 4$6.9M

Ranked by the share of each fund's own book sitting in the names it shares with CVC Management Holdings II Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

4 positions
#SecurityValueShares% PortLast moveHistory
1Petco Health & Wellness Co I
CL A COM
$396.9M145.92M
85.1%
Held
2DPC Holdings PLC
ORDINARY SHARES
$43.1M879.5K
9.2%
New
New position
3Advantage Solutions Inc
COM NEW CL A
$26.4M611.6K
5.7%
Held
4WW Intl Inc
COM NEW
$162K10.1K
0.0%
−88%
Reduced · −73K sh
Showing all 4 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 20264$466.7M13F-HR
Q1 2026Mar 31, 2026May 14, 20263$419.7M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20264$594.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 20253$818.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.