Samson Rock Capital LLP
LONDON, X0
$46m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 58.1% of the portfolio this quarter.
Value
$46m
Stocks
4
Top 10 share
100.0%
Turnover
58.1%
What changed this quarter
New
Bought for the first time this quarter.
- Avanos MED32.8% of the fund
- CintasCTAS4.4% of the fund
Added
Bought more of a stock they already held.
- Warner Bros. DiscoveryWBD55.0% of the fund+13%
Cut
Sold some of their stake.
- Allied GoldAAUC7.8% of the fund-89%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Avanos MED
- Share
- 32.8%
- Value
- $15m
- Shares
- 600,000
New
- Allied GoldAAUC
- Share
- 7.8%
- Value
- $4m
- Shares
- 150,000
-89%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Warner Bros. DiscoveryWBD | 55.0% | $25m | 940,000 | +13% |
| Avanos MED | 32.8% | $15m | 600,000 | New |
| Allied GoldAAUC | 7.8% | $4m | 150,000 | -89% |
| CintasCTAS | 4.4% | $2m | 11,780 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 84.0% since 30 June 2025.
Where the money is
Media & telecom55.0%
Materials7.8%
Industrials4.4%
Other32.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.