Fund HoldingsLingohr Asset Management GmbH

Total Portfolio Value
$40.0K
Total Bought
$11.8K
Total Sold
$10.8K
Net Transaction
+$1.0K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
META PLATF(META)01,940+1,940012.44%+1
GOLDMAN SA(GS)01,741+1,741011.97%+1
CNO FINANC027,549+27,549011.91%+1
GE VERNOVA(GEV)04,300+4,300011.84%+1
B2GOLD COR(BTG)0273,114+273,114011.83%+1
TD SYNNEX(SNX)06,243+6,243011.79%+1
CATERPILLA(CAT)02,123+2,123011.76%+1
PVH CORP(PVH)06,637+6,637011.76%+1
GENERAL MO(GM)015,100+15,100011.75%+1
AES CORP(AES)039,424+39,424011.71%+1
ORACLE COR(ORCL)04,856+4,856011.71%+1
ATKORE INC05,051+5,051011.70%+1
CORE & MAI(CNM)013,219+13,219011.62%+1
MOLSON COO(TAP)012,116+12,116011.54%+1
ATLASSIAN02,500+2,500001.10%0
ACI WORLDW21,58723,087+1,500112.28%0
ALPHABET I(GOOG)5,5605,660+100112.58%0
APPLOVIN C(APP)11,53711,5370112.40%0
DELL TECHN(DELL)5,4235,557+134111.91%0
STELLANTIS(STLA)31,68049,488+17,808112.45%0
HP INC(HPQ)20,69220,6920111.81%0
VALERO ENE(VLO)4,1195,022+903111.95%0
SYNCHRONY(SYF)17,71417,7140112.08%0
AXIS CAPIT
SHS
11,95311,9530112.11%0
MICROSOFT(MSFT)1,8071,848+41112.06%0
MCKESSON C(MCK)1,1591,1590111.69%0
ELECTRONIC(EA)5,6385,6380111.96%0
COCA-COLA(KO)12,05912,0590111.92%0
MARATHON P(MPC)3,5524,250+698111.84%0
VERINT SYS18,84919,300+451111.55%-0
ENACT HOLD21,64621,6460111.66%-0
MGIC INVES(MTG)30,04530,0450111.61%-0
EVEREST GR(EG)1,9621,9620111.87%-0
TRIPADVISO(TRIP)26,65239,781+13,129111.77%-0
HOLOGIC IN9,6519,6510111.79%-0
UNUM GROUP(UNM)14,54414,5440111.84%-0
EXELIXIS I(EXEL)31,99331,9930111.80%-0
VERISIGN I3,7403,7400111.66%-0
JACKSON FI(JXN)13,18911,077-2,112112.06%-0
TEGNA INC49,70849,7080111.73%-0
COGNIZANT(CTSH)9,9919,9910111.70%-0
ACUITY BRA(AYI)2,8422,908+66111.75%-0
EXPEDIA GR(EXPE)5,3705,3700111.69%-0
PHILLIPS 6(PSX)5,0215,301+280111.87%-0
MANPOWERGR(MAN)9,8439,8430111.72%-0
AMDOCS LTD(DOX)7,7877,7870111.54%-0
SALESFORCE(CRM)2,0622,0620111.32%-0
RELIANCE I(RS)2,2592,309+50111.65%-0
STEEL DYNA(STLD)5,6375,6370111.82%-0
EXXON MOBI6,9285,986-942111.72%-0
BUILDERS F(BLDR)3,6314,668+1,037111.61%-0
H&R BLOCK14,37610,122-4,254111.37%-0
CENOVUS EN(CVE)41,41732,987-8,430111.62%-0
TEREX CORP(TEX)12,77211,286-1,486111.54%-0
GATES INDU
ORD SHS
68,12956,182-11,947112.22%-0
ADOBE INC(ADBE)6410-64100-0
AFYA LTD-C(AFYA)26,5080-26,50800-0
VIPSHOP HO(VIPS)37,5550-37,55510-1
THE CIGNA(CI)1,7750-1,77510-1
ENCORE WIR2,6320-2,63210-1
CARDINAL H(CAH)6,4390-6,43910-1
F5 INC(FFIV)3,9270-3,92710-1
TRINET GRO(TNET)5,6980-5,69810-1
ACCENTURE
SHS CLASS A
2,2260-2,22610-1
CVS HEALTH(CVS)9,7340-9,73410-1
LABORATORY3,5700-3,57010-1
INTERNATIO(IP)20,2280-20,22810-1
BOISE CASC(BCC)5,3740-5,37410-1
RADIAN GRO(RDN)24,8770-24,87710-1
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