Henry James International Management Inc.: Q2 2026 Portfolio Activity Analysis
A detailed analysis of Henry James International Management Inc.'s significant share changes and new positions in its portfolio during the second quarter of 2026.
As reported by insiderset.com, Henry James International Management Inc. has shown active portfolio management during Q2 2026. The investor's holdings have experienced notable changes across various sectors, reflecting strategic buying and selling activities.
The most significant purchase activity this quarter involved substantial increases in several key holdings:
- LYG (Lloyds Banking Group) saw a massive increase of over 69% in shares held, indicating strong confidence from the investor.
- SIEGY (Siemens) experienced nearly an 180% jump in share count, suggesting a significant new investment or position buildup by Henry James International Management Inc.
- VEOEY (Veolia Environnement) was doubled down on completely as the investor increased their holdings by 100% in shares during this period.
- SCCO, representing a new position, entered the portfolio according to insiderset's data for Q2 2026.
Conversely, the investor also reduced exposure in certain sectors:
- NOK (Nokia) was sold significantly by Henry James International Management Inc., resulting in nearly a 9% decrease in shares held.
- The technology sector saw other reductions, including a slight but observable decrease of just under 4% in the position for TSM (Taiwan Semiconductor Manufacturing).
- GIB (CGI Inc.) also experienced a small reduction in shares.
The overall portfolio allocation for Henry James International Management Inc. remains dominated by Technology stocks, which account for approximately 27% of the total value as of June 30th, followed closely by Financial Services at around 11.8%. The investor holds a diverse range of assets across various sectors including Industrials and Healthcare.
For detailed information on Henry James International Management Inc.'s portfolio holdings and performance metrics for Q2 2026, please visit their institutional profile. You can also explore individual stock profiles by visiting the respective links provided above.