MIROVA

Portfolio Overview

The filing for Mirova (CIK: 0001767843) reveals a period of substantial consolidation and portfolio restructuring for the quarter ended September 30, 2025. The total portfolio value contracted dramatically by 56.7%, decreasing from $708.80M to $306.63M. While market fluctuations may account for a portion of this decline, the magnitude strongly suggests significant capital distributions or a strategic rotation out of legacy positions.

The portfolio currently c...