Fund HoldingsALTRINSIC GLOBAL ADVISORS LLC

Total Portfolio Value
$2.03B
Total Bought
$26.64M
Total Sold
$181.40M
Net Transaction
-$154.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
EVEREST GROUP LTD(EG)616,938682,979+66,041223,615248,14712.25%+24,531
CHUBB LIMITED
COM
1,000,523948,289-52,234276,445286,37414.14%+9,929
MEDTRONIC PLC(MDT)1,927,5461,820,078-107,468153,972163,5528.07%+9,580
AON PLC(AON)237,371236,234-1,13785,25494,2794.65%+9,024
WILLIS TOWERS WATSON PLC LTD(WTW)512,093496,601-15,492160,408167,8268.29%+7,418
FOMENTO ECONOMICO MEXICANO S(FMX)625,204620,043-5,16153,44960,5042.99%+7,055
BP PLC(BP)3,415,9043,115,242-300,662100,974105,2645.20%+4,290
AXIS CAP HLDGS LTD
SHS
1,355,9081,230,628-125,280120,161123,3586.09%+3,198
GENPACT LIMITED
SHS
340,559327,632-12,92714,62716,5060.81%+1,879
INTERCONTINENTAL EXCHANGE IN(ICE)130,827123,387-7,44019,49521,2841.05%+1,790
WILLSCOT HLDGS CORP(WSC)130,789218,506+87,7174,3756,0740.30%+1,700
RTX CORPORATION(RTX)124,118116,760-7,35814,36315,4660.76%+1,103
OKTA INC(OKTA)37,55834,091-3,4672,9603,5870.18%+627
ITAU UNIBANCO HLDG S A(ITUB)374,615412,331+37,7161,8582,2680.11%+410
CREDICORP LTD(BAP)211,683210,207-1,47638,80639,1321.93%+326
CROWN HLDGS INC(CCK)163,062154,068-8,99413,48413,7520.68%+269
CHARTER COMMUNICATIONS INC N(CHTR)39,84537,472-2,37313,65813,8100.68%+152
CNA FINL CORP(CNA)292,101280,964-11,13714,12914,2700.70%+141
BRISTOL-MYERS SQUIBB CO(BMY)209,109195,923-13,18611,82711,9490.59%+122
ANGLOGOLD ASHANTI PLC(AU)24,54316,196-8,3475666010.03%+35
TENARIS S A(TS)16,57015,306-1,2646265990.03%-28
P T TELEKOMUNIKASI INDONESIA(TLK)13,34012,337-1,0032191820.01%-37
EOG RES INC(EOG)91,35486,704-4,65011,19811,1190.55%-79
INFOSYS LTD(INFY)21,17819,575-1,6034643570.02%-107
GRUPO AEROPUERTO DEL PACIFIC(PAC)1,1810-1,1812070-207
KB FINL GROUP INC(KB)56,90454,945-1,9593,2382,9730.15%-265
HEALTHPEAK PROPERTIES INC(DOC)577,939555,971-21,96811,71511,2420.56%-473
TEXTRON INC(TXT)76,75873,908-2,8505,8715,3400.26%-531
COMCAST CORP NEW(CCZ)284,329273,423-10,90610,67110,0890.50%-582
MASCO CORP(MAS)135,318130,095-5,2239,8209,0470.45%-773
BIOGEN INC(BIIB)39,72437,698-2,0266,0755,1590.25%-916
ACUITY INC(AYI)25,57124,562-1,0097,4706,4680.32%-1,002
KROGER CO(KR)238,442200,579-37,86314,58113,5770.67%-1,004
ASHLAND INC(ASH)99,12195,321-3,8007,0835,6520.28%-1,432
PPG INDS INC(PPG)101,87197,948-3,92312,16810,7110.53%-1,458
TRIMBLE INC(TRMB)197,450189,862-7,58813,95212,4640.62%-1,487
CONSTELLATION BRANDS INC(STZ)36,37434,981-1,3938,0396,4200.32%-1,619
HANOVER INS GROUP INC(THG)211,704168,359-43,34532,74229,2861.45%-3,456
GEN DIGITAL INC(GEN)136,0640-136,0643,7250-3,725
CISCO SYS INC(CSCO)509,447426,101-83,34630,15926,2951.30%-3,865
HDFC BANK LTD(HDB)2,707,7272,543,758-163,969172,915169,0078.34%-3,908
LAS VEGAS SANDS CORP(LVS)322,162309,922-12,24016,54611,9720.59%-4,574
CRH PLC
ORD
693,552637,272-56,28064,16756,0612.77%-8,107
AGNICO EAGLE MINES LTD(AEM)1,083,391662,008-421,38384,73271,7683.54%-12,964
BIONTECH SE(BNTX)627,493620,766-6,72771,50356,5272.79%-14,976
LIBERTY GLOBAL LTD(LBTYA)2,212,2840-2,212,28428,2290-28,229
CHECK POINT SOFTWARE TECH LT
ORD
609,636373,624-236,012113,81985,1564.20%-28,663
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