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CEVIAN CAPITAL II GP LTD

AUM: $14.04 B

13-F Portfolio Value: $3.70 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 100%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
SNN	Smith & Nephew plc	48.97%	119,179,419	$3,547,971,304	119,179,419	New		13D
UBS	UBS Group AG	32.91%	48,117,675	$2,384,711,973		No Change	$49.56	13F
ALV	AUTOLIV INC	10.10%	6,298,508	$731,697,674		No Change	$116.17	13F
CRH	CRH PLC	8.02%	5,429,711	$580,979,077	-46,518	-0.85%	$107	13F