Fund HoldingsALTRINSIC GLOBAL ADVISORS LLC

Total Portfolio Value
$2.79B
Total Bought
$128.75M
Total Sold
$152.45M
Net Transaction
-$23.70M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ICON PLC(ICLR)303,408507,824+204,41653,09692,5363.32%+39,439
YUM CHINA HLDGS INC(YUMC)0753,267+753,267035,9541.29%+35,954
CHECK POINT SOFTWARE TECH LT
ORD
838,3601,114,105+275,745173,465206,7337.41%+33,268
CHUBB LIMITED
COM
1,355,4491,311,934-43,515382,575409,48114.68%+26,905
AXIS CAP HLDGS LTD
SHS
1,775,6171,694,394-81,223170,104181,4536.51%+11,349
OKTA INC(OKTA)44,458162,860+118,4024,07714,0830.50%+10,006
SALESFORCE INC(CRM)027,161+27,16107,1950.26%+7,195
HDFC BANK LTD(HDB)5,335,7715,092,589-243,182182,270186,0836.67%+3,813
MASCO CORP(MAS)127,548187,040+59,4928,97811,8700.43%+2,891
CISCO SYS INC(CSCO)354,931348,714-6,21724,28426,8610.96%+2,577
ASHLAND INC(ASH)199,376196,088-3,2889,55211,5040.41%+1,952
FOMENTO ECONOMICO MEXICANO S(FMX)912,892908,649-4,24390,03991,8373.29%+1,799
ATMUS FILTRATION TECHNOLOGIE(ATMU)251,382247,238-4,14411,33512,8340.46%+1,499
GENPACT LIMITED
SHS
337,944331,986-5,95814,15615,5300.56%+1,374
RTX CORPORATION(RTX)73,77672,488-1,28812,34513,2940.48%+949
CROWN HLDGS INC(CCK)179,564176,606-2,95817,34418,1850.65%+841
TOPBUILD CORP24,12023,758-3629,4289,9120.36%+484
ACUITY INC(AYI)46,32745,567-76015,95516,4060.59%+451
CORPORACION AMER ARPTS S A
COM
35,80335,254-5496499170.03%+268
TEXTRON INC(TXT)130,055127,874-2,18110,98811,1470.40%+158
CONSTELLATION BRANDS INC(STZ)69,87568,793-1,0829,4109,4910.34%+81
CREDICORP LTD(BAP)3,9833,857-1261,0611,1070.04%+46
TENARIS S A(TS)14,76814,209-5595285460.02%+18
P T TELEKOMUNIKASI INDONESIA(TLK)11,89011,442-4482242410.01%+17
INFOSYS LTD(INFY)18,88018,160-7203073240.01%+16
ANGLOGOLD ASHANTI PLC(AU)10,7878,433-2,3547597190.03%-39
HANOVER INS GROUP INC(THG)139,698137,168-2,53025,37325,0700.90%-303
OSHKOSH CORP(OSK)84,95983,396-1,56311,01910,4770.38%-542
PPG INDS INC(PPG)134,280132,063-2,21714,11413,5310.49%-583
EOG RES INC(EOG)83,94182,425-1,5169,4118,6550.31%-756
CRH PLC
ORD
808,659770,647-38,01296,95896,1773.45%-781
INTERCONTINENTAL EXCHANGE IN(ICE)83,78282,313-1,46914,11613,3310.48%-784
TRIMBLE INC(TRMB)186,107182,751-3,35615,19614,3190.51%-877
KROGER CO(KR)157,281154,434-2,84710,6029,6490.35%-953
WILLSCOT HLDGS CORP(WSC)423,304416,323-6,9818,9367,8390.28%-1,097
BOOZ ALLEN HAMILTON HLDG COR96,62695,032-1,5949,6588,0170.29%-1,641
HEALTHPEAK PROPERTIES INC(DOC)545,634535,751-9,88310,4498,6150.31%-1,834
KB FINL GROUP INC(KB)26,8090-26,8092,2230-2,223
ITAU UNIBANCO HLDG S A(ITUB)388,7090-388,7092,8530-2,853
CHARTER COMMUNICATIONS INC N(CHTR)41,38940,707-68211,3868,4980.30%-2,889
BP PLC(BP)4,277,7184,104,851-172,867147,410142,5615.11%-4,849
AGNICO EAGLE MINES LTD(AEM)669,310636,105-33,205112,819107,8393.87%-4,980
CNA FINL CORP(CNA)115,0000-115,0005,3430-5,343
MEDTRONIC PLC(MDT)2,603,0622,484,170-118,892247,916238,6298.55%-9,286
AON PLC(AON)682,886651,207-31,679243,503229,7988.24%-13,706
WILLIS TOWERS WATSON PLC LTD(WTW)533,698506,828-26,870184,366166,5445.97%-17,822
EVEREST GROUP LTD(EG)906,058865,243-40,815317,329293,62010.53%-23,708
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