Vault-13

Asset Value Investors Ltd

LONDON, X0 · CIK 1870300 · 13F filing filed 2026-04-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$99.6m reported value -15.0% vs Q4 2025
2positions
100.0%in top 10
0 new 1 added 0 reduced 1 sold out vs Q4 2025

Holdings, Q1 2026

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

#SecurityTickerShares Value% of portfolioChangeShares change
1 NEWS CORP NEW CL A NWSA NWSA 3,962,305 $98.8m99.18% 99.18% AddedShares held: Q2 2025 3.7m, Q3 2025 3.7m, Q4 2025 3.7m, Q1 2026 4.0m +263.5k +263,500 7.1%
2 NELNET INC CL A NNI NNI 6,370 $821.5k0.82% 0.82% UnchangedShares held: Q2 2025 8.3k, Q3 2025 8.3k, Q4 2025 6.4k, Q1 2026 6.4k

Sold out since Q4 2025

SecurityTickerShares held beforeValue then
NET LEASE OFFICE PROPERTIES NLOP NLOP 762,328 $19.7m762.3k shares