Cevian Capital II GP LTD

St. Helier, Y9 · CIK 1365341 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2006 · other (specify)

Assets managed$17.8bn
Staff61 · 31 in investment roles
Main clients (by assets)Private funds 100%
Private funds2 (2 hedge) · $17.7bn gross assets
Websiteceviancapital.com
Form ADV · 2026-04-07SEC adviser record

$3.7bn reported value +18.6% vs Q1 2026

3positions

100.0%in top 10

0 new 0 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	UBS GROUP AG SHS UBS	UBS	48,117,675	$2.4bn64.50%	64.50%	Unchanged
2	AUTOLIV INC COM ALV	ALV	6,298,508	$731.7m19.79%	19.79%	Unchanged
3	CRH PLC ORD CRH	CRH	5,429,711	$581.0m15.71%	15.71%	Reduced -46.5k	-46,518 -0.8%

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
PEARSON PLC PSO · 13D · filed 2026-09-23	PSO	19.4%	+0.2 pts	13D	2026-09-23
SMITH & NEPHEW PLC SNN · 13D · filed 2026-07-27	SNN	14.2%	+1.1 pts	13D	2026-07-27
AUTOLIV INC ALV · 13D · filed 2025-03-12	ALV	12.0%≈ $1.1bn		13D	2025-03-12