Fund HoldingsALTRINSIC GLOBAL ADVISORS LLC

Total Portfolio Value
$2.36B
Total Bought
$118.57M
Total Sold
$379.63M
Net Transaction
-$261.06M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CREDICORP LTD(BAP)336,634601,486+264,85243,07990,1813.83%+47,102
HDFC BANK LTD(HDB)2,621,8582,823,971+202,113154,716189,5178.04%+34,801
AXIS CAP HLDGS LTD
SHS
1,648,7001,863,166+214,46692,937103,1644.38%+10,226
CNA FINL CORP(CNA)0240,291+240,291010,1670.43%+10,167
HEALTHPEAK PROPERTIES INC(DOC)0474,697+474,69709,3990.40%+9,399
CHUBB LIMITED
COM
1,444,8751,363,652-81,223300,794308,18513.08%+7,391
AGNICO EAGLE MINES LTD(AEM)845,354781,246-64,10838,42142,8511.82%+4,430
BIONTECH SE(BNTX)700,421754,388+53,96776,09479,6183.38%+3,524
LAS VEGAS SANDS CORP(LVS)142,952201,203+58,2516,5539,9010.42%+3,348
RTX CORPORATION(RTX)148,223141,066-7,15710,66811,8690.50%+1,202
ASHLAND INC(ASH)113,579110,832-2,7479,2779,3440.40%+67
INFOSYS LTD(INFY)41,32439,335-1,9897077230.03%+16
P T TELEKOMUNIKASI INDONESIA(TLK)23,80722,644-1,1635745830.02%+10
GRUPO AEROPUERTO DEL PACIFIC(PAC)3,3443,182-1625505580.02%+8
TENARIS S A(TS)33,12129,296-3,8251,0471,0180.04%-28
KB FINL GROUP INC(KB)111,820106,400-5,4204,5974,4020.19%-195
BIOGEN INC(BIIB)47,16144,551-2,61012,12111,5280.49%-592
MEDTRONIC PLC(MDT)2,459,2862,325,532-133,754192,710191,5778.13%-1,132
GEN DIGITAL INC(GEN)876,483623,856-252,62715,49614,2360.60%-1,260
PUBLIC SVC ENTERPRISE GRP IN(PEG)94,80367,480-27,3235,3954,1260.18%-1,269
KROGER CO(KR)306,820266,778-40,04213,73012,1940.52%-1,536
ALIGHT INC(ALIT)1,554,6421,105,024-449,61811,0229,4260.40%-1,597
LOWES COS INC(LOW)39,31927,991-11,3288,1726,2290.26%-1,943
IONIS PHARMACEUTICALS INC(IONS)292,184209,152-83,03213,25310,5810.45%-2,672
HANOVER INS GROUP INC(THG)212,408170,335-42,07323,57320,6820.88%-2,891
CVS HEALTH CORP(CVS)228,147162,416-65,73115,92912,8240.54%-3,105
CISCO SYS INC(CSCO)385,406322,578-62,82820,71916,2970.69%-4,423
CROWN HLDGS INC(CCK)194,018136,779-57,23917,16712,5960.53%-4,571
EOG RES INC(EOG)123,63887,100-36,53815,67210,5350.45%-5,138
MASCO CORP(MAS)292,713152,367-140,34615,64610,2060.43%-5,440
INTERCONTINENTAL EXCHANGE IN(ICE)337,531240,108-97,42337,13530,8371.31%-6,298
ACUITY BRANDS INC(AYI)164,05992,741-71,31827,94118,9960.81%-8,945
VODAFONE GROUP PLC NEW(VOD)7,150,2296,761,340-388,88967,78458,8242.50%-8,961
BRISTOL-MYERS SQUIBB CO(BMY)441,997316,104-125,89325,65416,2190.69%-9,434
COMCAST CORP NEW(CCZ)531,620321,890-209,73023,57214,1150.60%-9,457
KINROSS GOLD CORP(KGC)12,424,8307,769,945-4,654,88556,88647,2582.01%-9,627
GODADDY INC(GDDY)135,2580-135,25810,0740-10,074
NEW RELIC INC119,0430-119,04310,1920-10,192
CHARTER COMMUNICATIONS INC N(CHTR)63,28745,121-18,16627,83517,5380.74%-10,297
CHECK POINT SOFTWARE TECH LT
ORD
1,538,8331,257,693-281,140205,096192,1638.15%-12,933
CRH PLC
ORD
1,775,4781,201,452-574,02697,17283,0923.53%-14,079
WILLIS TOWERS WATSON PLC LTD(WTW)1,139,584915,091-224,493238,127220,7209.37%-17,408
BP PLC(BP)3,986,1583,813,575-172,583154,344135,0015.73%-19,343
FOMENTO ECONOMICO MEXICANO S(FMX)1,052,957588,944-464,013114,93076,7693.26%-38,161
EVEREST GROUP LTD(EG)748,788651,793-96,995278,302230,4619.78%-47,841
LIBERTY GLOBAL PLC(LBTYA)5,587,8810-5,587,88195,6650-95,665
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