Metropolis Capital Ltd
Follow13F filer, CIK 1765388, AMERSHAM, United Kingdom
Metropolis Capital Ltd reported $2,961,228,204 across 16 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 86.96% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001765388-26-000003
- Period
- 2026-03-31
- Reported value
- $2.96B
- Holdings
- 16
- Top 10 weight
- 86.96%
- New
- 2
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SUNBnew | +4,914,436 | $308M |
| MSFTadded | +338,932 | $125M |
| MAadded | +111,475 | $55.7M |
| NWSAadded | +1,843,900 | $46M |
| DISnew | +317,714 | $30.6M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TXNreduced | -912,521 | -$177M |
| HCAreduced | -172,379 | -$81.6M |
| TSMreduced | -184,630 | -$62.4M |
| CCKreduced | -463,810 | -$46.5M |
| STTreduced | -237,802 | -$30.1M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2026
Share positions as resolved from 13F-HR 0001765388-26-000003, largest first. % of portfolio is the value over $2,961,228,204, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| MSFTMICROSOFT CORP | 1,177,196 | $436M | 14.72% | +338,932 | Timeline | ||
| SUNBSUNBELT RENTALS HOLDINGS INC | 4,914,436 | $308M | 10.41% | new | Timeline | ||
| MAMASTERCARD INCORPORATED | 582,037 | $291M | 9.82% | +111,475 | Timeline | ||
| STTSTATE STR CORP | 2,252,643 | $285M | 9.63% | -237,802 | Timeline | ||
| RYAAYRYANAIR HOLDINGS PLC | 3,949,246 | $228M | 7.71% | +385,444 | Timeline | ||
| TXNTEXAS INSTRS INC | 1,168,177 | $227M | 7.66% | -912,521 | Timeline | ||
| NWSANEWS CORP NEW | 8,835,157 | $220M | 7.44% | +1,843,900 | Timeline | ||
| CMCSACOMCAST CORP NEW | 7,589,923 | $218M | 7.36% | -416,930 | Timeline | ||
| SNXTD SYNNEX CORPORATION | 1,281,307 | $216M | 7.3% | +111,222 | Timeline | ||
| HCAHCA HEALTHCARE INC | 308,300 | $146M | 4.93% | -172,379 | Timeline | ||
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 345,102 | $117M | 3.94% | -184,630 | Timeline | ||
| VVISA INC | 368,680 | $111M | 3.76% | +42,457 | Timeline | ||
| CCKCROWN HLDGS INC | 835,978 | $83.8M | 2.83% | -463,810 | Timeline | ||
| DISDISNEY WALT CO | 317,714 | $30.6M | 1.03% | new | Timeline | ||
| NWSNEWS CORP NEW | 1,035,141 | $29.5M | 1% | +163,356 | Timeline | ||
| BKNGBOOKING HOLDINGS INC | 83,221 | $14M | 0.47% | +37,507 | Timeline |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BRK-BBERKSHIRE HATHAWAY INC DEL | 29,609 | $14.9M | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001765388-26-000003 | base | 2026-04-22 | acceptance time not in the bulk data set |