Fund HoldingsRWC Asset Management LLP

Total Portfolio Value
$2.03B
Total Bought
$265.42M
Total Sold
$294.54M
Net Transaction
-$29.12M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MACYS INC(M)10,902,31010,965,149+62,839195,478241,78211.88%+46,303
VISTA ENERGY S.A.B. DE C.V.(VIST)398,909746,132+347,22313,72236,3071.78%+22,584
GRUPO FINANCIERO GALICIA S.A(GGAL)826,175816,201-9,97422,76944,0262.16%+21,256
EPAM SYS INC(EPAM)077,529+77,529015,8840.78%+15,884
LOMA NEGRA C I A S A MTN 1401,965,612+1,965,612025,4551.25%+25,455
PAYCHEX INC(PAYX)0334,959+334,959037,5761.85%+37,576
PG&E CORP(PCG)0896,669+896,669014,4090.71%+14,409
OMNICOM GROUP INC(OMC)376,607557,401+180,79430,70545,0102.21%+14,305
VALE S A1,951,3852,500,707+549,32221,19232,5841.60%+11,392
SOCIEDAD QUIMICA Y MINERA DE(SQM)1,113,807846,610-267,19747,87158,2472.86%+10,375
GRUPO SUPERVIELLE S.A.01,178,894+1,178,894013,9350.68%+13,935
LEAR CORP(LEA)570,048589,753+19,70557,35367,5863.32%+10,233
PHILIP MORRIS INTL INC(PM)0180,661+180,661028,9781.42%+28,978
GOLD FIELDS LTD(GFI)1,152,1721,335,993+183,82148,34558,3292.87%+9,984
EMBRAER S.A.(EMBJ)208,412327,381+118,96912,59921,0741.04%+8,475
DEVON ENERGY CORP NEW(DVN)0198,442+198,44207,2690.36%+7,269
TELECOM ARGENTINA SA(TEO)01,009,244+1,009,244011,7170.58%+11,717
JOHNSON & JOHNSON(JNJ)275,592266,405-9,18751,10055,1332.71%+4,032
LIVE NATION ENTERTAINMENT IN(LYV)00003,9670.19%+3,967
MERCK & CO INC(MRK)0212,417+212,417022,3591.10%+22,359
CMS ENERGY CORP(CMS)0003,9737,0950.35%+3,123
MARA HOLDINGS INC(MARA)00003,0800.15%+3,080
DATADOG INC(DDOG)00002,9210.14%+2,921
MOLSON COORS BEVERAGE CO(TAP)01,104,632+1,104,632051,5642.53%+51,564
GRUPO AEROMEXICO SAB DE CV(AERO)0124,350+124,35002,7310.13%+2,731
DELTA AIR LINES INC DEL(DAL)126,185142,067+15,8827,1619,8590.48%+2,698
FORD MTR CO(F)0004,6947,3540.36%+2,660
IRSA INVERSIONES Y REP S A(IRS)0155,815+155,81502,5770.13%+2,577
BANCO SANTANDER CHILE NEW(BSAC)850,868806,568-44,30022,54825,0921.23%+2,544
UPSTART HLDGS INC(UPST)00002,4930.12%+2,493
SYNCHRONY FINANCIAL(SYF)99,702113,924+14,2227,0849,5050.47%+2,421
GUIDEWIRE SOFTWARE INC(GWRE)00002,2960.11%+2,296
STRATEGY INC(MSTR)00002,1550.11%+2,155
NUTANIX INC(NTNX)00002,1220.10%+2,122
KEURIG DR PEPPER INC(KDP)01,269,368+1,269,368035,5551.75%+35,555
AMBEV SA(ABEV)010,715,881+10,715,881026,4681.30%+26,468
SOLARIS ENERGY INFRAS INC(SEI)00001,9400.10%+1,940
AMERICAN WTR WKS CO INC NEW040,197+40,19705,2460.26%+5,246
AFFIRM HLDGS INC(AFRM)00001,6860.08%+1,686
BRIDGEBIO PHARMA INC(BBIO)00001,6790.08%+1,679
HUBBELL INC(HUBB)30,75633,235+2,47913,23514,7600.73%+1,525
TALEN ENERGY CORP(TLN)024,541+24,54109,1990.45%+9,199
JBT MAREL CORPORATION(JBTM)00001,4550.07%+1,455
GUARDANT HEALTH INC(GH)00001,3500.07%+1,350
TYLER TEX INDPT SCH DIST(TYL)0001,1902,5080.12%+1,318
NUTANIX INC(NTNX)00001,2710.06%+1,271
BENTLEY SYS INC(BSY)00001,1910.06%+1,191
TE CONNECTIVITY PLC(TEL)66,31069,205+2,89514,55715,7450.77%+1,188
LYFT INC(LYFT)00002,1700.11%+2,170
ITRON INC(ITRI)00001,1140.05%+1,114
AEROVIRONMENT INC(AVAV)00009820.05%+982
ETSY INC(ETSY)0002651,2050.06%+940
JACKSON FINANCIAL INC(JXN)43,72050,037+6,3174,4265,3360.26%+911
ALLIANT ENERGY CORP(LNT)0004,9775,8390.29%+862
ITRON INC(ITRI)00004,5110.22%+4,511
AKAMAI TECHNOLOGIES INC(AKAM)000017,9890.88%+17,989
CORPORACION AMER ARPTS S A
COM
075,387+75,38701,9600.10%+1,960
MKS INC.(MKSI)0002,9663,5390.17%+573
CENTERPOINT ENERGY INC(CNP)00007,1870.35%+7,187
BADGER METER INC01,762+1,76203070.02%+307
SCHOLAR ROCK HLDG CORP(SRRK)06,718+6,71802960.01%+296
ALARM COM HLDGS INC(ALRM)0002,4752,7270.13%+252
ELI LILLY & CO(LLY)750754+45728100.04%+238
GLAUKOS CORP(GKOS)01,790+1,79002020.01%+202
THERMO FISHER SCIENTIFIC INC(TMO)477701+2242314060.02%+175
COINBASE GLOBAL INC(COIN)0004465990.03%+152
PLANET LABS PBC(PL)42,32034,700-7,6205496840.03%+135
PROGRESS SOFTWARE CORP(PRGS)00001,6760.08%+1,676
EYEPOINT INC(EYPT)16,19517,235+1,0402313150.02%+84
IQVIA HLDGS INC(IQV)1,1291,236+1072142790.01%+64
HF SINCLAIR CORP(DINO)143,634164,125+20,4917,5187,5630.37%+45
GUARDANT HEALTH INC(GH)03,775+3,77503860.02%+386
ADVANCED DRAIN SYS INC DEL(WMS)3,2343,23404494680.02%+20
BALL CORP07,033+7,03303730.02%+373
AES CORP(AES)514,592473,450-41,1426,7726,7890.33%+17
DEERE & CO(DE)0750+75003490.02%+349
CLEAN HARBORS INC(CLH)02,131+2,13105000.02%+500
TETRA TECH INC NEW(TTEK)012,253+12,25304110.02%+411
HCA HEALTHCARE INC(HCA)680620-602902890.01%-0
WATTS WATER TECHNOLOGIES INC(WTS)2,2322,23206236160.03%-7
COMPANHIA DE SANEAMENTO BASI(SBS)27,43728,250+8136836740.03%-9
OCULAR THERAPEUTIX INC(OCUL)16,24114,797-1,4441901800.01%-10
PINNACLE WEST CAP CORP(PNW)00005,2450.26%+5,245
PACKAGING CORP AMER(PKG)1,0521,05202292170.01%-12
IRHYTHM TECHNOLOGIES INC(IRTC)1,5951,454-1412742580.01%-16
VALMONT INDS INC(VMI)0931+93103750.02%+375
ECOLAB INC(ECL)2,1942,19406015760.03%-25
MIRUM PHARMACEUTICALS INC(MIRM)3,7973,134-6632782480.01%-31
TRIMBLE INC(TRMB)09,493+9,49307440.04%+744
STANTEC INC(STN)02,472+2,47202340.01%+234
UNITEDHEALTH GROUP INC(UNH)758691-672622280.01%-34
MUELLER WTR PRODS INC(MWA)022,513+22,51305360.03%+536
BOSTON SCIENTIFIC CORP(BSX)3,8483,507-3413763340.02%-41
REPUBLIC SVCS INC(RSG)02,382+2,38205050.02%+505
COPART INC(CPRT)07,386+7,38602890.01%+289
ABBOTT LABS2,3982,186-2123212740.01%-47
VEON LTD(VEON)37,61838,040+4222,0482,0000.10%-48
ABBVIE INC(ABBV)2,1081,921-1874884390.02%-49
XYLEM INC(XYL)05,425+5,42507390.04%+739
NORTHERN OIL & GAS INC(NOG)00001,5100.07%+1,510
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