Greenskeeper

What they bought and sold · 1 move

• AddedICON plc

  June 2026

  “we decided to materially increase our position.”

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Companies held · 10

Every company Greenskeeper has disclosed a position in across our archive, with the letter that last mentioned it.

• Alphabet IncJun 2026
• American Express CompanyJun 2026
• Automatic Bank Services LimitedJun 2026
• Compagnie Financière RichemontJun 2026
• Elevance HealthJun 2026
• ICON plcJun 2026
• Intercontinental ExchangeJun 2026
• Lockheed MartinJun 2026
• Novo Nordisk A/SJun 2026
• Visa Inc.Jun 2026

Theses · 4

• Intercontinental Exchange, Inc.

  June 2026

  Intercontinental Exchange, Inc. has strong earnings growth, a defensible franchise in energy markets, and market-leading infrastructure that supports long-term compounding.

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• Elevance Health, Inc.

  June 2026

  Elevance Health, Inc. has a strong commercial health insurance franchise, improving cost trends, and potential for an earnings recovery.

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• Novo Nordisk

  June 2025

  Novo Nordisk is a leading insulin maker whose growth is currently driven by its GLP-1 franchise, and despite competitive pressures, its pipeline remains undervalued in a growing market.

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• Icon PLC

  March 2025

  Icon PLC (ICLR) is a leading contract research organization that will benefit from ongoing development of new drugs and medical devices, despite current regulatory uncertainties.

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Letter archive · 7

Funds · 2

• Greenskeeper6
• GreensKeeper Value Fund1