Fund HoldingsALTRINSIC GLOBAL ADVISORS LLC

Total Portfolio Value
$2.22B
Total Bought
$72.71M
Total Sold
$279.88M
Net Transaction
-$207.16M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
AGNICO EAGLE MINES LTD(AEM)781,2461,286,680+505,43442,85176,7503.46%+33,899
EVEREST GROUP LTD(EG)651,793644,550-7,243230,461256,20911.56%+25,748
AXIS CAP HLDGS LTD
SHS
1,863,1661,755,310-107,856103,164114,1305.15%+10,967
HANOVER INS GROUP INC(THG)170,335204,328+33,99320,68227,8231.26%+7,141
CREDICORP LTD(BAP)601,486569,513-31,97390,18196,4934.35%+6,312
PUBLIC SVC ENTERPRISE GRP IN(PEG)67,480144,138+76,6584,1269,6260.43%+5,499
CNA FINL CORP(CNA)240,291309,070+68,77910,16714,0380.63%+3,871
CISCO SYS INC(CSCO)322,578399,555+76,97716,29719,9420.90%+3,645
CHECK POINT SOFTWARE TECH LT
ORD
1,257,6931,186,701-70,992192,163194,6318.78%+2,468
KROGER CO(KR)266,778251,349-15,42912,19414,3600.65%+2,165
MASCO CORP(MAS)152,367144,216-8,15110,20611,3760.51%+1,170
RTX CORPORATION(RTX)141,066132,892-8,17411,86912,9610.58%+1,092
ASHLAND INC(ASH)110,832104,429-6,4039,34410,1680.46%+824
ALIGHT INC(ALIT)1,105,0241,034,488-70,5369,42610,1900.46%+764
KB FINL GROUP INC(KB)106,40095,054-11,3464,4024,9490.22%+548
BP PLC(BP)3,813,5753,590,374-223,201135,001135,2856.10%+285
TENARIS S A(TS)29,29628,447-8491,0181,1170.05%+99
INFOSYS LTD(INFY)39,33538,205-1,1307236850.03%-38
P T TELEKOMUNIKASI INDONESIA(TLK)22,64421,994-6505834900.02%-94
LAS VEGAS SANDS CORP(LVS)201,203189,569-11,6349,9019,8010.44%-100
GRUPO AEROPUERTO DEL PACIFIC(PAC)3,1822,693-4895584390.02%-118
BRISTOL-MYERS SQUIBB CO(BMY)316,104296,647-19,45716,21916,0870.73%-132
EOG RES INC(EOG)87,10081,339-5,76110,53510,3980.47%-136
MEDTRONIC PLC(MDT)2,325,5322,189,930-135,602191,577190,8528.61%-725
CVS HEALTH CORP(CVS)162,416151,282-11,13412,82412,0660.54%-758
COMCAST CORP NEW(CCZ)321,890302,495-19,39514,11513,1130.59%-1,002
HEALTHPEAK PROPERTIES INC(DOC)474,697446,930-27,7679,3998,3800.38%-1,019
CROWN HLDGS INC(CCK)136,779142,286+5,50712,59611,2780.51%-1,318
LOWES COS INC(LOW)27,99116,959-11,0326,2294,3200.19%-1,909
IONIS PHARMACEUTICALS INC(IONS)209,152194,864-14,28810,5818,4470.38%-2,134
BIOGEN INC(BIIB)44,55142,039-2,51211,5289,0650.41%-2,464
GEN DIGITAL INC(GEN)623,856483,938-139,91814,23610,8400.49%-3,396
FOMENTO ECONOMICO MEXICANO S(FMX)588,944555,763-33,18176,76972,3993.27%-4,370
CHUBB LIMITED
COM
1,363,6521,171,215-192,437308,185303,49713.69%-4,688
CHARTER COMMUNICATIONS INC N(CHTR)45,12142,688-2,43317,53812,4060.56%-5,131
ACUITY BRANDS INC(AYI)92,74148,251-44,49018,99612,9660.58%-6,030
INTERCONTINENTAL EXCHANGE IN(ICE)240,108151,844-88,26430,83720,8680.94%-9,969
BIONTECH SE(BNTX)754,388712,708-41,68079,61865,7472.97%-13,871
HDFC BANK LTD(HDB)2,823,9713,076,258+252,287189,517172,1787.77%-17,339
CRH PLC
ORD
1,201,452748,286-453,16683,09264,5472.91%-18,545
WILLIS TOWERS WATSON PLC LTD(WTW)915,091639,980-275,111220,720175,9957.94%-44,725
KINROSS GOLD CORP(KGC)7,769,9450-7,769,94547,2580-47,258
VODAFONE GROUP PLC NEW(VOD)6,761,3400-6,761,34058,8240-58,824
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