SEC 13F Intelligence

Rheos Capital Works Inc. / GFS

Rheos Capital Works Inc.’s Globalfoundries Inc Position

Does Rheos Capital Works Inc. own Globalfoundries Inc (GFS)? Not currently — the last reported position was 263.0K shares worth $11M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q4 2024
Shares
263.0K
% of Portfolio
+0.63%
Quarters Held
8
position exited

Position History GFS

Reported value by quarter
Q1 ’23: $11MQ1 ’23Q2 ’23: $12MQ2 ’23Q3 ’23: $19MQ3 ’23Q4 ’23: $20MQ4 ’23Q1 ’24: $14MQ1 ’24Q2 ’24: $13MQ2 ’24Q3 ’24: $11MQ3 ’24Q4 ’24: $11MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024263.0K$11M+0.63%
Q3 2024263.0K$11M+0.55%
Q2 2024263.0K$13M+0.70%
Q1 2024263.0K$14M+0.66%
Q4 2023326.0K$20M+1.09%
Q3 2023326.0K$19M+1.14%
Q2 2023192.0K$12M+0.67%
Q1 2023152.0K$11M+0.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rheos Capital Works Inc.’s full portfolio or all institutional holders of GFS.