DOSSIER · 13F-HR · Q3 2025

Exor N.V.

Exor N.V.'s asset manager based in Greenwich, CT $937M in tracked AUM across 2 positions as of Q3 2025.

EN
Exor N.V.·Greenwich, CT·Asset Manager
CIK 0001589122 · last filed Sep 30, 2025
Total AUM
$937M
8.7%
vs prior
Holdings
2
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

Portfolio Overview

Exor N.V.’s SEC 13F filing for the period ending September 30, 2025, reveals a highly concentrated portfolio with a dramatic shift in asset allocation and total value. The total portfolio value surged by 223.7%, growing from $289.37 million in the previous quarter to $936.68 million. This substantial increase in capital deployment is accompanied by an extreme concentration strategy, with the entire portfolio consisting of just two holdings. This lack of di...

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
VIA
VIA TRANSN INC
$679M14.1M72.5%
02
G21810109
CLARIVATE PLC
$258M67.3M27.5%

Filing history

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