AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
WAFRA INC. presents a highly concentrated investment portfolio with a total market value of approximately $189.13 million as of the reporting period ended September 30, 2025. The portfolio is exceptionally narrow in scope, comprising only two holdings. This structure indicates a "high-conviction" strategy where the manager allocates capital to a very limited set of assets rather than diversifying broadly across hundreds of securities. Over the quarter, the portfolio exper...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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