Fund HoldingsALTRINSIC GLOBAL ADVISORS LLC

Total Portfolio Value
$2.07B
Total Bought
$57.90M
Total Sold
$308.59M
Net Transaction
-$250.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
FOMENTO ECONOMICO MEXICANO S(FMX)454,351625,204+170,85344,84953,4492.59%+8,600
CONSTELLATION BRANDS INC(STZ)036,374+36,37408,0390.39%+8,039
TEXTRON INC(TXT)076,758+76,75805,8710.28%+5,871
WILLSCOT HLDGS CORP(WSC)0130,789+130,78904,3750.21%+4,375
CISCO SYS INC(CSCO)506,377509,447+3,07026,94930,1591.46%+3,210
OKTA INC(OKTA)037,558+37,55802,9600.14%+2,960
TRIMBLE INC(TRMB)196,008197,450+1,44212,17013,9520.68%+1,782
HANOVER INS GROUP INC(THG)210,623211,704+1,08131,19532,7421.58%+1,547
GENPACT LIMITED
SHS
337,924340,559+2,63513,25014,6270.71%+1,377
KROGER CO(KR)235,755238,442+2,68713,50914,5810.71%+1,072
CHARTER COMMUNICATIONS INC N(CHTR)39,87139,845-2612,92113,6580.66%+736
ANGLOGOLD ASHANTI PLC(AU)024,543+24,54305660.03%+566
LAS VEGAS SANDS CORP(LVS)320,297322,162+1,86516,12416,5460.80%+422
EOG RES INC(EOG)90,96391,354+39111,18211,1980.54%+16
CNA FINL CORP(CNA)289,897292,101+2,20414,18814,1290.68%-59
GRUPO AEROPUERTO DEL PACIFIC(PAC)1,5551,181-3742712070.01%-64
TENARIS S A(TS)21,81816,570-5,2486946260.03%-67
P T TELEKOMUNIKASI INDONESIA(TLK)17,56413,340-4,2243472190.01%-128
INFOSYS LTD(INFY)27,89921,178-6,7216214640.02%-157
AON PLC(AON)247,546237,371-10,17585,64885,2544.13%-394
RTX CORPORATION(RTX)124,173124,118-5515,04514,3630.70%-682
ITAU UNIBANCO HLDG S A(ITUB)394,476374,615-19,8612,6231,8580.09%-765
COMCAST CORP NEW(CCZ)283,733284,329+59611,85210,6710.52%-1,181
PPG INDS INC(PPG)101,243101,871+62813,41112,1680.59%-1,242
HEALTHPEAK PROPERTIES INC(DOC)573,719577,939+4,22013,12111,7150.57%-1,406
INTERCONTINENTAL EXCHANGE IN(ICE)130,160130,827+66720,90919,4950.94%-1,414
ASHLAND INC(ASH)97,95099,121+1,1718,5197,0830.34%-1,436
MASCO CORP(MAS)135,265135,318+5311,3549,8200.48%-1,534
BIOGEN INC(BIIB)39,35039,724+3747,6286,0750.29%-1,553
KB FINL GROUP INC(KB)78,53956,904-21,6354,8503,2380.16%-1,612
CROWN HLDGS INC(CCK)161,610163,062+1,45215,49513,4840.65%-2,012
BRISTOL-MYERS SQUIBB CO(BMY)277,270209,109-68,16114,34611,8270.57%-2,519
CRH PLC
ORD
721,311693,552-27,75966,89464,1673.11%-2,727
ACUITY BRANDS INC(AYI)37,21525,571-11,64410,2497,4700.36%-2,779
WILLIS TOWERS WATSON PLC LTD(WTW)558,698512,093-46,605164,553160,4087.76%-4,145
BIONTECH SE(BNTX)652,706627,493-25,21377,52271,5033.46%-6,019
BP PLC(BP)3,415,1113,415,904+793107,200100,9744.89%-6,226
HDFC BANK LTD(HDB)2,878,0582,707,727-170,331180,051172,9158.37%-7,136
IONIS PHARMACEUTICALS INC(IONS)182,7340-182,7347,3200-7,320
GEN DIGITAL INC(GEN)453,918136,064-317,85412,4513,7250.18%-8,726
AXIS CAP HLDGS LTD
SHS
1,619,0101,355,908-263,102128,889120,1615.82%-8,729
CHUBB LIMITED
COM
1,021,7621,000,523-21,239294,666276,44513.38%-18,221
EVEREST GROUP LTD(EG)624,642616,938-7,704244,753223,61510.82%-21,138
MEDTRONIC PLC(MDT)1,955,7011,927,546-28,155176,072153,9727.45%-22,099
AGNICO EAGLE MINES LTD(AEM)1,335,9171,083,391-252,526107,62184,7324.10%-22,889
CREDICORP LTD(BAP)435,245211,683-223,56278,76638,8061.88%-39,961
CHECK POINT SOFTWARE TECH LT
ORD
805,862609,636-196,226155,378113,8195.51%-41,559
LIBERTY GLOBAL LTD(LBTYA)5,506,4432,212,284-3,294,159116,24128,2291.37%-88,012
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