SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Asset Value Investors Ltd

CIK 0001870300 · 2 CAVENDISH SQUARE, LONDON, X0, W1G 0PU · 02076594807

Reported Value
$136M
Q2 2025
Positions
3
Filings on Record
6
2019–present window
Filed
Jul 10, 2025
original filing

Summary

Asset Value Investors Ltd reported $136M in U.S.-listed holdings across 3 positions for Q2 2025.

The portfolio is heavily concentrated: NWSA alone accounts for 80.8% of reported value.

Compared with Q1 2025, the fund opened 0 new positions and exited 1.

Portfolio Metrics

Turnover
+6.7%
vs prior filed quarter
Largest Position
+80.8%
News

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’25: $172MQ1 ’25Q2 ’25: $136MQ2 ’25Q3 ’25: $138MQ3 ’25Q4 ’25: $117MQ4 ’25Q1 ’26: $100MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 81.6%REIT: 18.4%
  • Common Stock · 81.6% · $111M
  • REIT · 18.4% · $25M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PPLIIAC INCSOLD OUT1.01M0$46M$0
NWSANEWS CORP NEWHELD+5.9K3.70M+$9M$110M
NLOPNET LEASE OFFICE PROPERTIESHELD+0771.4K+$902,570$25M
NNINELNET INCHELD+08.3K+$87,374$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

3 positions
#IssuerClass% PortfolioValueShares
1NWSANEWS CORP NEWhistory →CL A80.82%$110M3.70M
2NLOPNET LEASE OFFICE PROPERTIEShistory →COM18.44%$25M771.4K
3NNINELNET INCCL A0.74%$1M8.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$100M2Apr 9, 202613F-HRchanges · EDGAR ↗
Q4 2025$117M3Jan 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$138M3Oct 20, 202513F-HRchanges · EDGAR ↗
Q2 2025$136M3Jul 10, 202513F-HRchanges · EDGAR ↗
Q1 2025$172M4Apr 16, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.