NG
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North Growth Management Ltd.13F | |
| North Growth Management Ltd. | |
| Last update 2025-04-22 | 47 Stocks (1 new) |
| Value $474.00 Mil | Turnover 4 % |
North Growth Management Ltd. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JBL | Jabil Inc | 246,000 | 33,460.0 | -13.38% | 7.060 | -1.04% | 0.230 | +65.54% | +59.39% | 24,592.1 | Hardware | |
CIEN | Ciena Corp | 429,000 | 25,950.0 | -6.33% | 5.480 | -0.47% | 0.300 | +38.60% | +2.29% | 12,263.6 | Hardware | |
MSI | Motorola Solutions Inc | 50,000 | 22,050.0 | 0% | 4.650 | 0% | 0.030 | -0.21% | -8.18% | 70,466.8 | Hardware | |
EAT | Brinker International Inc | 144,000 | 21,420.0 | -17.24% | 4.520 | -0.75% | 0.320 | +1.25% | +21.33% | 7,134.9 | Restaurants | |
AMAT | Applied Materials Inc | 145,000 | 21,090.0 | 0% | 4.450 | 0% | 0.020 | +30.62% | +15.58% | 150,075.2 | Semiconductors | |
COHR | Coherent Corp | 249,000 | 16,170.0 | -8.46% | 3.410 | -0.41% | 0.160 | +65.87% | +3.91% | 15,300.0 | Hardware | |
BKNG | Booking Holdings Inc | 3,000 | 15,620.0 | 0% | 3.300 | 0% | 0.010 | +21.46% | +15.89% | 186,661.8 | Travel & Leisure | |
SGI | Somnigroup International Inc | 253,000 | 15,130.0 | +0.40% | 3.190 | +0.01% | 0.120 | +21.76% | +32.93% | 15,643.9 | Furnishings, Fixtures & Appliances | |
LITE | Lumentum Holdings Inc | 216,000 | 13,490.0 | 0% | 2.850 | 0% | 0.310 | +85.12% | +21.66% | 7,087.8 | Hardware | |
HPQ | HP Inc | 473,000 | 13,110.0 | +0.21% | 2.770 | +0.01% | 0.050 | +6.28% | -18.96% | 24,308.4 | Hardware |
North Growth Management Ltd.'s Historical Top Holdings Breakdowns
North Growth Management Ltd.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JBL | Jabil Inc | 2025-03-31 | Reduce Reduce | -1.04% | 130.51 ($153.78) 173.33 | $229.15 | 49.01% | Reduce -13.38% | 246,000 | -38,000 | |
TPR | Tapestry Inc | 2025-03-31 | Reduce Reduce | -1.04% | 65.63 ($75.68) 89.21 | $109.17 | 44.25% | Reduce -36.52% | 146,000 | -84,000 | |
AZO | AutoZone Inc | 2025-03-31 | New Buy New Buy | +0.77% | 3193.96 ($3450.47) 3828.11 | $3,771.19 | 9.29% | New holding | 1,000 | 1,000 | |
EAT | Brinker International Inc | 2025-03-31 | Reduce Reduce | -0.75% | 133.46 ($153.8) 189.14 | $160.51 | 4.36% | Reduce -17.24% | 144,000 | -30,000 | |
CIEN | Ciena Corp | 2025-03-31 | Reduce Reduce | -0.47% | 60.43 ($79.05) 98.18 | $86.75 | 9.74% | Reduce -6.33% | 429,000 | -29,000 | |
BIIB | Biogen Inc | 2025-03-31 | Add Add | +0.46% | 133.43 ($142.96) 153.27 | $130.98 | -8.38% | Add 88.89% | 34,000 | 16,000 | |
NKE | Nike Inc | 2025-03-31 | Add Add | +0.44% | 63.29 ($73.61) 81.72 | $76.75 | 4.27% | Add 62.26% | 86,000 | 33,000 | |
ATKR | Atkore Inc | 2025-03-31 | Add Add | +0.44% | 58.89 ($71.42) 88.18 | $77.96 | 9.16% | Add 94.59% | 72,000 | 35,000 | |
ANF | Abercrombie & Fitch Co | 2025-03-31 | Add Add | +0.42% | 75.72 ($107.66) 160.92 | $95.06 | -11.70% | Add 32.5% | 106,000 | 26,000 | |
COHR | Coherent Corp | 2025-03-31 | Reduce Reduce | -0.41% | 62.4 ($82.86) 107.96 | $98.43 | 18.79% | Reduce -8.46% | 249,000 | -23,000 |
North Growth Management Ltd. Total Holding History ($B)
North Growth Management Ltd.'s Asset Allocation
North Growth Management Ltd. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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North Growth Management Ltd.'s Hypothetical Growth since 2025-03-31
North Growth Management Ltd.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
North Growth Management Ltd.'s Holdings Heat Map
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North Growth Management Ltd.'s Holdings Bubble Chart
North Growth Management Ltd. News
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