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CEVIAN CAPITAL II GP LTD

AUM: $14.04 B

13-F Portfolio Value: $3.12 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 99.99%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
SNN	Smith & Nephew plc	53.23%	119,179,419	$3,547,971,304	119,179,419	New		13D
UBS	UBS Group AG	22.46%	48,117,675	$1,879,957,562		No Change	$39.07	13F
PSO	PEARSON PLC	20.37%	116,765,346	$1,704,774,052	116,765,346	New		13D
ALV	AUTOLIV INC	7.91%	6,298,508	$662,351,101		No Change	$105.16	13F
CRH	CRH PLC	6.88%	5,476,229	$575,661,192		No Change	$105.12	13F