Fund HoldingsALTRINSIC GLOBAL ADVISORS LLC

Total Portfolio Value
$2.59B
Total Bought
$111.99M
Total Sold
$226.35M
Net Transaction
-$114.37M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CRH PLC
ORD
01,775,478+1,775,478097,1723.75%+97,172
EVEREST GROUP LTD(EG)775,556748,788-26,768265,132278,30210.74%+13,170
CHUBB LIMITED
COM
1,498,8851,444,875-54,010288,625300,79411.61%+12,169
ASHLAND INC(ASH)0113,579+113,57909,2770.36%+9,277
BP PLC(BP)4,121,1623,986,158-135,004145,436154,3445.96%+8,908
CHECK POINT SOFTWARE TECH LT
ORD
1,595,6961,538,833-56,863200,451205,0967.91%+4,644
CHARTER COMMUNICATIONS INC N(CHTR)65,89463,287-2,60724,20727,8351.07%+3,627
NEW RELIC INC125,484119,043-6,4418,21210,1920.39%+1,981
KB FINL GROUP INC(KB)76,128111,820+35,6922,7714,5970.18%+1,826
ACUITY BRANDS INC(AYI)160,599164,059+3,46026,19027,9411.08%+1,750
HANOVER INS GROUP INC(THG)198,273212,408+14,13522,41123,5730.91%+1,162
EOG RES INC(EOG)130,139123,638-6,50114,89315,6720.60%+779
AXIS CAP HLDGS LTD
SHS
1,714,0331,648,700-65,33392,26692,9373.59%+671
IONIS PHARMACEUTICALS INC(IONS)307,990292,184-15,80612,63713,2530.51%+617
COMCAST CORP NEW(CCZ)555,152531,620-23,53223,06723,5720.91%+505
TENARIS S A(TS)23,89633,121+9,2257161,0470.04%+331
INFOSYS LTD(INFY)29,67941,324+11,6454777070.03%+230
GRUPO AEROPUERTO DEL PACIFIC(PAC)2,3943,344+9504285500.02%+122
P T TELEKOMUNIKASI INDONESIA(TLK)17,09823,807+6,7094565740.02%+118
BIONTECH SE(BNTX)708,393700,421-7,97276,45776,0942.94%-363
CROWN HLDGS INC(CCK)202,357194,018-8,33917,57917,1670.66%-412
GODADDY INC(GDDY)142,570135,258-7,31210,71110,0740.39%-637
CVS HEALTH CORP(CVS)240,518228,147-12,37116,62715,9290.61%-698
PUBLIC SVC ENTERPRISE GRP IN(PEG)99,93794,803-5,1346,2575,3950.21%-862
LOWES COS INC(LOW)41,44839,319-2,1299,3558,1720.32%-1,183
KROGER CO(KR)321,821306,820-15,00115,12613,7300.53%-1,395
GEN DIGITAL INC(GEN)923,949876,483-47,46617,13915,4960.60%-1,643
BIOGEN INC(BIIB)49,57547,161-2,41414,12112,1210.47%-2,001
LIBERTY GLOBAL PLC(LBTYA)5,796,0795,587,881-208,19897,72295,6653.69%-2,057
MASCO CORP(MAS)308,544292,713-15,83117,70415,6460.60%-2,059
LAS VEGAS SANDS CORP(LVS)150,707142,952-7,7558,7416,5530.25%-2,188
VODAFONE GROUP PLC NEW(VOD)7,432,5857,150,229-282,35670,23867,7842.62%-2,454
INTERCONTINENTAL EXCHANGE IN(ICE)355,146337,531-17,61540,16037,1351.43%-3,025
CISCO SYS INC(CSCO)466,805385,406-81,39924,15220,7190.80%-3,433
BRISTOL-MYERS SQUIBB CO(BMY)462,728441,997-20,73129,59125,6540.99%-3,938
ALIGHT INC(ALIT)1,631,7131,554,642-77,07115,07711,0220.43%-4,055
RTX CORPORATION(RTX)155,920148,223-7,69715,27410,6680.41%-4,606
KINROSS GOLD CORP(KGC)12,911,16812,424,830-486,33861,66556,8862.20%-4,779
FOMENTO ECONOMICO MEXICANO S(FMX)1,089,0281,052,957-36,071120,708114,9304.44%-5,778
FIDELITY NATL INFORMATION SV(FIS)131,0540-131,0547,1690-7,169
CREDICORP LTD(BAP)342,660336,634-6,02650,59043,0791.66%-7,511
AGNICO EAGLE MINES LTD(AEM)972,283845,354-126,92948,59538,4211.48%-10,173
MEDTRONIC PLC(MDT)2,550,8732,459,286-91,587224,732192,7107.44%-32,022
HDFC BANK LTD(HDB)2,715,2302,621,858-93,372189,252154,7165.97%-34,536
WILLIS TOWERS WATSON PLC LTD(WTW)1,182,3031,139,584-42,719278,432238,1279.19%-40,305
Page 1 of 1