Fund HoldingsLingohr Asset Management GmbH

Total Portfolio Value
$41.3K
Total Bought
$5.0K
Total Sold
$6.3K
Net Transaction
-$1.3K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VIPSHOP HO(VIPS)058,575+58,575012.23%+1
ENERSYS(ENS)07,221+7,221011.78%+1
QUALCOMM I(QCOM)04,190+4,190011.73%+1
ACUITY BRA(AYI)2,9084,815+1,907113.21%+1
APPLOVIN C(APP)11,53711,337-200113.58%+1
GE VERNOVA(GEV)4,3004,500+200112.78%0
SALESFORCE(CRM)2,0623,065+1,003112.03%0
BUILDERS F(BLDR)4,6684,6680112.19%0
ACI WORLDW23,08722,784-303112.81%0
AES CORP(AES)39,42446,463+7,039112.23%0
CNO FINANC27,54927,5490112.34%0
JACKSON FI(JXN)11,07711,0770112.45%0
META PLATF(META)1,9401,966+26112.72%0
ORACLE COR(ORCL)4,8564,8560112.00%0
UNUM GROUP(UNM)14,54414,844+300112.12%0
CATERPILLA(CAT)2,1232,160+37112.04%0
ENACT HOLD21,64621,825+179111.92%0
MGIC INVES(MTG)30,04530,235+190111.86%0
MOLSON COO(TAP)12,11612,850+734111.79%0
EXPEDIA GR(EXPE)5,3705,3700111.93%0
EXELIXIS I(EXEL)31,99331,9930112.01%0
AXIS CAPIT
SHS
11,95311,9530112.31%0
B2GOLD COR(BTG)273,114267,774-5,340112.01%0
H&R BLOCK10,12210,1220111.56%0
COGNIZANT(CTSH)9,9919,9910111.87%0
TEGNA INC49,70849,7080111.90%0
GATES INDU
ORD SHS
56,18255,472-710112.36%0
HOLOGIC IN9,6519,6510111.90%0
AMDOCS LTD(DOX)7,7877,7870111.65%0
SYNCHRONY(SYF)17,71417,7140112.13%0
VERISIGN I3,7403,7400111.72%0
MANPOWERGR(MAN)9,8439,8430111.75%0
ELECTRONIC(EA)5,6385,6380111.96%0
EVEREST GR(EG)1,9621,9620111.86%0
GENERAL MO(GM)15,10015,900+800111.73%0
CENOVUS EN(CVE)32,98739,276+6,289111.59%0
RELIANCE I(RS)2,3092,3090111.62%0
PVH CORP(PVH)6,6376,893+256111.68%-0
TEREX CORP(TEX)11,28611,516+230111.47%-0
MICROSOFT(MSFT)1,8481,880+32111.96%-0
STEEL DYNA(STLD)5,6375,6370111.72%-0
EXXON MOBI5,9865,573-413111.58%-0
TD SYNNEX(SNX)6,2435,700-543111.65%-0
MARATHON P(MPC)4,2504,050-200111.60%-0
DELL TECHN(DELL)5,5575,708+151111.63%-0
ALPHABET I(GOOG)5,6605,6600112.27%-0
VERINT SYS19,30020,012+712111.23%-0
VALERO ENE(VLO)5,0224,911-111111.61%-0
TRIPADVISO(TRIP)39,78139,7810111.40%-0
STELLANTIS(STLA)49,48849,4880111.68%-0
HP INC(HPQ)20,6929,601-11,091100.83%-0
ATLASSIAN2,5000-2,50000-0
CORE & MAI(CNM)13,2190-13,21910-1
MCKESSON C(MCK)1,1590-1,15910-1
ATKORE INC5,0510-5,05110-1
PHILLIPS 6(PSX)5,3010-5,30110-1
COCA-COLA(KO)12,0590-12,05910-1
GOLDMAN SA(GS)1,7410-1,74110-1
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