Company / strategic investorRegistered location :1213 Petit-Lancy

LODH Swiss Cap ex-SMIDeclared Swiss shareholdings

LODH Swiss Cap ex-SMI: 5 Swiss companies with a declared holding, including Sarna Kunststoff Holding AG, BELIMO Holding AG, Adval Tech Holding AG. Latest filing: 04.08.2008.

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Estimated value (CHF): …
Swiss companies held: 5
Largest position: 10,01 %; Sarna Kunststoff Holding AG
12-month trend: Not determinable; 0 rate rises · 0 rate falls
Latest filing: 04.08.2008; Active since 2004

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held

Sarna Kunststoff Holding AG

10,01 %14.10.2005

BELIMO Holding AG

5,46 %05.10.2004

Adval Tech Holding AG

5,16 %07.04.2005

Huber+Suhner AG

5,01 %09.02.2007

Emmi AG

4,9 %04.08.2008

How to read these figures?

Rates come from the 18 official filings published by SIX Exchange Regulation. A filing is only required when a threshold is crossed (3, 5, 10, 15, 20, 25, 33⅓, 50, 66⅔%): the actual position may have changed since.

Estimated value = shares held per the latest filing × latest CHF closing price. It is an indicative order of magnitude: the position may have changed without a new threshold being crossed, and holdings without a share count or a CHF price are not valued. Each company's mini-chart traces the successive declared rates.

This profile shows only what the declarant published. No external data is added to it.

Group structure

Shareholding disclosures are often filed jointly by several entities of the same group. The registry links them together: "Controls" lists the group entities declared alongside this shareholder, "Controlled by" the head entities. The figure is the number of joint disclosures, followed by the date of the most recent one.

Show group structure2 controlled by · 1 controls

Controlled by

Group entities that file jointly with this shareholder as its head.

Lombard Odier Darier Hentsch Fund Managers SA LODHFM2 · 08.05.2009
Lombard Odier Darier Hentsch Fund Managers LODHFM1 · 11.06.2009

Controls

Group entities linked to this shareholder in joint disclosures.

Lombard Odier Darier Hentsch Fund Managers SA15 · 04.08.2008

This mapping reflects observed disclosures; it does not necessarily indicate permanent legal control.

Disclosure behaviour

Upward and downward threshold crossings show direction, without measuring daily trades below legal thresholds.

90 days · Upward crossings

visible history: 12

90 days · Downward crossings

visible history: 0

First disclosure: 05.10.2004Last disclosure: 04.08.2008

Nature of disclosed positions

Derivatives, sale positions or lending may indicate a more complex strategy than a long equity holding.

Equity holdings

Declared Swiss portfolio

Sector allocation

Group structure

Controlled by

Controls

Disclosure behaviour

Nature of disclosed positions

Latest shareholding disclosures

Follow LODH Swiss Cap ex-SMI’s disclosures

Management purchases in this portfolio

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