Fund HoldingsAristotle Capital Management, LLC

Total Portfolio Value
$46.53B
Total Bought
$1.80B
Total Sold
$5.84B
Net Transaction
-$4.04B
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TELEDYNE TECHNOLOGIES INC(TDY)01,709,152+1,709,1520698,3251.50%+698,325
US BANCORP DEL(USB)6,401,22023,467,699+17,066,479211,496775,8421.67%+564,346
AMGEN INC(AMGN)4,497,0674,353,169-143,898998,4391,169,9582.51%+171,519
PHILLIPS 66(PSX)7,822,2777,580,105-242,172746,089910,7501.96%+164,661
LOWES COS INC(LOW)558,5001,361,716+803,216126,053283,0190.61%+156,966
WILLIAMS SONOMA INC(WSM)4,617,2524,603,452-13,800577,803715,3761.54%+137,574
BLACKSTONE INC(BX)9,538,8189,195,068-343,750886,824985,1602.12%+98,336
EQUITY LIFESTYLE PPTYS INC(ELS)9,855,40711,536,605+1,681,198659,228734,9971.58%+75,769
NEMETSCHEK SE SHS01,105,312+1,105,312067,2190.14%+67,219
MITSUBISHI UFJ FINL GROUP IN(MUFG)73,898,46570,426,405-3,472,060544,632597,9201.29%+53,288
OSHKOSH CORP(OSK)7,306,1656,915,008-391,157632,641659,8991.42%+27,258
COTERRA ENERGY INC39,904,89238,269,669-1,635,2231,009,5941,035,1952.22%+25,601
JAZZ PHARMACEUTICALS PLC(JAZZ)0175,757+175,757022,7480.05%+22,748
RPM INTL INC(RPM)10,393,50110,061,379-332,122932,609953,9192.05%+21,310
CAMECO CORP(CCJ)2,489,1062,485,899-3,20777,98498,5410.21%+20,557
CAMECO CORP2,564,7682,515,243-49,52580,36099,8470.21%+19,487
RATIONAL AG024,317+24,317015,3630.03%+15,363
PAN PACIFIC INTERNATIONAL HOLDINGS CORP UNSPONS ADR4,022,3534,034,480+12,12771,60684,8410.18%+13,235
PAN PACIFIC INTERNATIONAL HOLDINGS CORP3,920,7003,945,400+24,70069,90582,8890.18%+12,984
CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA UNSPONS ADR50,514,94949,268,963-1,245,986745,659758,1961.63%+12,537
TOTALENERGIES SE(TTE)1,173,5211,181,991+8,47067,64277,7280.17%+10,086
TOTALENERGIES SE(TTE)1,356,9461,328,755-28,19177,78987,5450.19%+9,755
GLOBAL X FDS
S&P 500 CATHOLIC
0128,690+128,69006,7300.01%+6,730
GENERAL DYNAMICS CORP(GD)3,253,0123,190,064-62,948699,885704,9091.51%+5,023
DBS GROUP HOLDINGS LTD3,223,0723,251,872+28,80075,09580,0740.17%+4,978
DBS GROUP HOLDINGS LTD SPONS ADR780,434784,351+3,91772,68377,3260.17%+4,643
MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG IN MUENCHEN UNSPONS ADR2,664,8982,671,457+6,55999,899104,3980.22%+4,499
DANAHER CORPORATION(DHR)4,877,8204,732,254-145,5661,170,6771,174,0742.52%+3,397
MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG IN MUENCHEN297,944292,821-5,123111,679113,9090.24%+2,230
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFG)01,422,700+1,422,700012,0790.03%+12,079
ISHARES TR0243,510+243,510016,7830.04%+16,783
GSK PLC(GSK)1,715,9981,733,104+17,10661,15862,8250.14%+1,667
ISHARES TR035,814+35,81405,4370.01%+5,437
CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA2,364,7472,321,535-43,21269,80771,3590.15%+1,552
SPDR S&P 500 ETF TR(SPY)127,751135,843+8,09256,62958,0700.12%+1,441
KUBOTA CORP ADR787,817793,797+5,98057,20558,6200.13%+1,415
KUBOTA CORP03,291,850+3,291,850048,5750.10%+48,575
NOVARTIS AG(NVS)0484,084+484,084049,6460.11%+49,646
SAFRAN SA SPONS ADR1,963,4451,978,808+15,36376,82777,8520.17%+1,025
HALEON PLC(HLN)14,617,97714,626,563+8,58659,83960,8180.13%+979
GSK PLC(GSK)3,391,0333,334,876-56,15759,82460,6990.13%+875
ABBVIE INC(ABBV)067,959+67,959010,1300.02%+10,130
NOVARTIS AG(NVS)586,762589,356+2,59459,21060,0320.13%+822
FIRSTCASH HOLDINGS INC(FCFS)0297,938+297,938029,9050.06%+29,905
SAFRAN SA370,462370,816+35457,97758,2780.13%+300
EXXON MOBIL CORP025,287+25,28702,9730.01%+2,973
VANGUARD INDEX FDS03,256+3,25604490.00%+449
PIONEER NAT RES CO03,713+3,71308520.00%+852
EMERSON ELEC CO(EMR)09,600+9,60009270.00%+927
BERKSHIRE HATHAWAY INC DEL04+402,1260.00%+2,126
COSTCO WHSL CORP NEW(COST)01,245+1,24507030.00%+703
ELANCO ANIMAL HEALTH INC(ELAN)017,992+17,99202020.00%+202
BERKSHIRE HATHAWAY INC DEL02,075+2,07507270.00%+727
KONTOOR BRANDS INC(KTB)04,893+4,89302150.00%+215
UNION PAC CORP(UNP)01,820+1,82003710.00%+371
TYSON FOODS INC(TSN)06,299+6,29903180.00%+318
JPMORGAN CHASE & CO(JPM)013,136+13,13601,9050.00%+1,905
NESTLE SA01,953+1,95302210.00%+221
VISA INC(V)02,200+2,20005060.00%+506
ISHARES INC000000
DONALDSON INC(DCI)06,000+6,00003580.00%+358
BANK AMERICA CORP013,300+13,30003640.00%+364
MONDELEZ INTL INC(MDLZ)05,322+5,32203690.00%+369
DOVER CORP(DOV)02,600+2,60003630.00%+363
STARBUCKS CORP(SBUX)04,000+4,00003650.00%+365
KDDI CORP2,248,0702,260,970+12,90069,32269,2830.15%-39
3M CO(MMM)07,266+7,26606800.00%+680
SUN CMNTYS INC(SUI)02,143+2,14302540.00%+254
MOSCOW EXCHANGE MICEX-RTS PJSC000000
V F CORP(VFC)051,267+51,26709060.00%+906
NORDSTROM INC016,000+16,00002390.00%+239
ZIMMER BIOMET HOLDINGS INC(ZBH)03,833+3,83304300.00%+430
KIMBERLY-CLARK CORP(KMB)07,790+7,79009410.00%+941
PFIZER INC(PFE)048,381+48,38101,6050.00%+1,605
GRAINGER W W INC(GWW)01,861+1,86101,2880.00%+1,288
APPLE INC(AAPL)08,000+8,00001,3700.00%+1,370
CINTAS CORP(CTAS)010,067+10,06704,8420.01%+4,842
ILLINOIS TOOL WKS INC(ITW)09,536+9,53602,1960.00%+2,196
JOHNSON CTLS INTL PLC
SHS
000000
SMUCKER J M CO(SJM)010,067+10,06701,2370.00%+1,237
KDDI CORP ADR(KDDIF)4,517,4724,517,855+38369,54269,2860.15%-257
JOHNSON & JOHNSON(JNJ)026,887+26,88704,1880.01%+4,188
FRANKLIN ELEC INC(FELE)018,052+18,05201,6110.00%+1,611
ROYAL BK CDA(RY)033,470+33,47002,9270.01%+2,927
AMERICAN EXPRESS CO(AXP)011,530+11,53001,7200.00%+1,720
CHURCH & DWIGHT CO INC(CHD)030,866+30,86602,8280.01%+2,828
ISHARES INC077,432+77,43204,5640.01%+4,564
UNILEVER PLC(UL)041,210+41,21002,0420.00%+2,042
HALEON PLC(HLN)8,625,4108,635,567+10,15772,28171,9340.15%-347
PEPSICO INC(PEP)026,459+26,45904,4830.01%+4,483
ERSTE GROUP BANK AG SPONS ADR03,058,058+3,058,058053,1310.11%+53,131
ACCENTURE PLC IRELAND
SHS CLASS A
692,153693,638+1,485213,585213,0230.46%-561
ABBOTT LABS056,667+56,66705,4880.01%+5,488
OTSUKA HOLDINGS CO LTD01,547,600+1,547,600055,0500.12%+55,050
LENNAR CORP088,369+88,36909,0340.02%+9,034
OTSUKA HOLDINGS CO LTD UNSPONS ADR3,479,5833,498,539+18,95663,44762,2810.13%-1,166
ERSTE GROUP BANK AG01,404,863+1,404,863048,7510.10%+48,751
SAMSUNG ELECTRONICS CO LTD035,700+35,70001,4430.00%+1,443
SERVICE CORP INTL(SCI)038,820+38,82002,2180.00%+2,218
AMUNDI SA0622,523+622,523035,1150.08%+35,115
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