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VERITAS ASSET MANAGEMENT LLP

AUM: $24.49 B

13-F Portfolio Value: $5.56 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 77.27%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
SPGI	S&P GLOBAL INC	6.08%	830,609	$338,273,821	830,609	New	$407.26	13F
VMC	VULCAN MATLS CO	5.52%	1,039,426	$306,641,064	1,039,426	New	$295.01	13F
SYK	STRYKER CORPORATION	3.02%	533,784	$168,056,555	533,784	New	$314.84	13F
OTIS	OTIS WORLDWIDE CORP	0.14%	105,652	$7,564,683	105,652	New	$71.6	13F