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Filers›Holding Co.›NBW CAPITAL LLC
DOSSIER · 13F-HR · Q2 2025

NBW CAPITAL LLC

NBW's holding co. based in London, UK — $464M in tracked AUM across 111 positions as of Q2 2025.

N
NBW·London, UK·Holding Co.
CIK 0001512901 · last filed Jun 30, 2025
Total AUM
$464M
▲ 2.2%
vs prior
Holdings
111
—
positions
Whale Score
38
38
tracked
Activity
—
no data
changes this Q
Top sector
Tech
41% weight
concentration
AI Analysis · Q2 2025 · Q2 2025

NBW CAPITAL LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$18M37K3.9%
02
LNG
CHENIERE ENERGY INC
$18M73K3.8%
03
GOOGL
ALPHABET INC
$17M95K3.6%
04
AMJB
JPMORGAN CHASE FINL CO LLC
$16M524K3.4%
05
ET
ENERGY TRANSFER L P
$16M860K3.4%
06
AAPL
APPLE INC
$14M68K3.0%
07
EPD
ENTERPRISE PRODS PARTNERS L
$13M432K2.9%
08
MPLX
MPLX LP
$13M250K2.8%
09
MCD
MCDONALDS CORP
$12M42K2.7%
10
WES
WESTERN MIDSTREAM PARTNERS L
$12M311K2.6%

Filing history

Filing history loading…
AI Agent · grounded in NBW
haiku-4-5 · 111 positions indexed
Sector mix
  • Tech41%
  • Financials9%
  • Cons. Disc.28%
  • Communications15%
  • Industrials5%
  • Other2%
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