Fund HoldingsLingohr Asset Management GmbH

Total Portfolio Value
$48.2K
Total Bought
$28.5K
Total Sold
$21.8K
Net Transaction
+$6.8K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BERKSHIRE04,714+4,714024.42%+2
KT CORP-SP(KT)0100,451+100,451023.25%+2
WELLS FARG(WFC)016,081+16,081012.34%+1
MEDTRONIC(MDT)013,461+13,461012.22%+1
LINDE PLC(LIN)02,180+2,180011.89%+1
NETFLIX IN(NFLX)01,008+1,008011.88%+1
ABBOTT LAB07,935+7,935011.84%+1
ABBVIE INC(ABBV)05,072+5,072011.83%+1
VIPSHOP HO(VIPS)58,575132,472+73,897123.65%+1
VERIZON CO(VZ)020,472+20,472011.65%+1
GILEAD SCI(GILD)08,647+8,647011.65%+1
ISHARES MS
MSCI INDIA SM CP
09,700+9,700011.52%+1
GOLDMAN SA(GS)01,210+1,210011.44%+1
ENEL CHILE(ENIC)0243,000+243,000011.41%+1
JPMORGAN C(JPM)02,840+2,840011.40%+1
GEN DIGITA(GEN)024,664+24,664011.40%+1
ALTRIA GRO(MO)011,841+11,841011.28%+1
AT&T INC(T)026,867+26,867011.24%+1
LYONDELLBA
SHS - A -
07,408+7,408011.12%+1
DOCUSIGN I(DOCU)05,864+5,864011.12%+1
MERCK & CO(MRK)05,448+5,448011.11%+1
MICROSOFT(MSFT)1,8803,159+1,279112.78%+1
NETAPP INC(NTAP)04,537+4,537011.09%+1
FLEX LTD(FLEX)013,379+13,379011.07%+1
EXXON MOBI5,57310,760+5,187112.36%0
SUNCOR ENE(SU)012,721+12,721000.93%0
COMMVAULT(CVLT)02,957+2,957000.93%0
NRG ENERGY(NRG)04,685+4,685000.89%0
ANGLOGOLD(AU)018,570+18,570000.88%0
MUELLER IN(MLI)05,284+5,284000.87%0
ABERCROMBI02,338+2,338000.75%0
MAXIMUS IN(MMS)04,828+4,828000.74%0
BIONTECH S(BNTX)03,170+3,170000.74%0
JAZZ PHARM(JAZZ)02,878+2,878000.73%0
ADOBE INC(ADBE)0760+760000.70%0
CRH PLC
ORD
03,521+3,521000.68%0
TAIWAN SEM(TSM)01,509+1,509000.63%0
ALLISON TR(ALSN)02,750+2,750000.62%0
EATON CORP(ETN)0800+800000.55%0
AMDOCS LTD(DOX)7,78711,064+3,277111.94%0
DELL TECHN(DELL)5,7088,143+2,435111.93%0
CAMECO COR(CCJ)04,994+4,994000.53%0
CHEVRON CO(CVX)01,700+1,700000.50%0
WASTE CONN(WCN)01,400+1,400000.50%0
FREEPORT-M(FCX)06,230+6,230000.49%0
MCKESSON C(MCK)0392+392000.46%0
FS KKR CAP(FSK)09,757+9,757000.44%0
AMERICAN W01,706+1,706000.44%0
CLEAR SECU(YOU)07,744+7,744000.44%0
AFFILIATED01,100+1,100000.42%0
PERIMETER(PRM)015,859+15,859000.42%0
CATALYST P09,610+9,610000.42%0
JACKSON FI(JXN)11,07713,613+2,536112.45%0
SYNCHRONY(SYF)17,71415,089-2,625112.03%0
AXIS CAPIT
SHS
11,95310,776-1,177111.97%0
SALESFORCE(CRM)3,0652,342-723111.63%-0
GE VERNOVA(GEV)4,5003,229-1,271112.21%-0
UNUM GROUP(UNM)14,84410,591-4,253111.59%-0
ALPHABET I(GOOG)5,6604,302-1,358111.71%-0
TEGNA INC49,70835,956-13,752111.37%-0
QUALCOMM I(QCOM)4,1903,777-413111.21%-0
CENOVUS EN(CVE)39,27634,387-4,889111.06%-0
VERINT SYS20,01213,056-6,956100.74%-0
PVH CORP(PVH)6,8934,545-2,348100.99%-0
VALERO ENE(VLO)4,9113,596-1,315100.89%-0
RELIANCE I(RS)2,3091,424-885100.79%-0
MOLSON COO(TAP)12,8507,252-5,598100.85%-0
TEREX CORP(TEX)11,5166,164-5,352100.58%-0
STEEL DYNA(STLD)5,6373,245-2,392100.76%-0
HP INC(HPQ)9,6010-9,60100-0
ORACLE COR(ORCL)4,8562,867-1,989100.99%-0
ENERSYS(ENS)7,2214,146-3,075100.80%-0
ENACT HOLD21,82510,707-11,118100.72%-0
B2GOLD COR(BTG)267,774157,905-109,869100.79%-0
MARATHON P(MPC)4,0501,565-2,485100.44%-0
MGIC INVES(MTG)30,23513,534-16,701100.66%-0
CNO FINANC27,54912,919-14,630100.99%-0
EVEREST GR(EG)1,962723-1,239100.54%-1
EXELIXIS I(EXEL)31,9939,007-22,986100.63%-1
EXPEDIA GR(EXPE)5,3701,389-3,981100.54%-1
HOLOGIC IN9,6513,288-6,363100.49%-1
TRIPADVISO(TRIP)39,7810-39,78110-1
AES CORP(AES)46,46326,089-20,374100.67%-1
H&R BLOCK10,1220-10,12210-1
TD SYNNEX(SNX)5,7000-5,70010-1
STELLANTIS(STLA)49,4880-49,48810-1
META PLATF(META)1,966713-1,253100.87%-1
VERISIGN I3,7400-3,74010-1
GENERAL MO(GM)15,9000-15,90010-1
MANPOWERGR(MAN)9,8430-9,84310-1
APPLOVIN C(APP)11,3372,135-9,202111.48%-1
COGNIZANT(CTSH)9,9910-9,99110-1
ELECTRONIC(EA)5,6380-5,63810-1
CATERPILLA(CAT)2,1600-2,16010-1
BUILDERS F(BLDR)4,6680-4,66810-1
GATES INDU
ORD SHS
55,4720-55,47210-1
ACI WORLDW22,7840-22,78410-1
ACUITY BRA(AYI)4,8150-4,81510-1
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