Mondrian Investment Partners
Latest statistics and disclosures from Mondrian Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BAP, ATHM, BIDU, GOLD, TRP, and represent 19.49% of Mondrian Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: TRP (+$117M), PBR (+$82M), AMT (+$82M), AMZN (+$62M), PHG (+$22M), MU (+$20M), META (+$17M), VALE (+$13M), DD (+$12M), CNC (+$9.1M).
- Started 11 new stock positions in AMZN, CRM, OTEX, CSX, DQ, CIXX, BNS, INTC, NTES, YY. MOMO.
- Reduced shares in these 10 stocks: FLNG (-$459M), YUMC (-$91M), PGR (-$86M), ABBV (-$31M), WMT (-$30M), DELL (-$24M), SABR (-$22M), DLTR (-$19M), BAP (-$12M), RBA (-$7.9M).
- Sold out of its positions in EVRG, SABR.
- Mondrian Investment Partners was a net seller of stock by $-373M.
- Mondrian Investment Partners has $4.5B in assets under management (AUM), dropping by 0.54%.
- Central Index Key (CIK): 0001317724
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Portfolio Holdings for Mondrian Investment Partners
Mondrian Investment Partners holds 92 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Credicorp (BAP) | 4.8 | $218M | -5% | 1.6M | 135.66 | |
Autohome Adr (ATHM) | 3.9 | $174M | -3% | 5.7M | 30.60 | |
Baidu Adr (BIDU) | 3.6 | $164M | -3% | 1.4M | 114.38 | |
Barrick Gold Corp (GOLD) | 3.6 | $164M | +4% | 9.5M | 17.18 | |
Tc Energy Corp (TRP) | 3.5 | $159M | +277% | 2.9M | 53.98 | |
Vale SA Adr (VALE) | 3.4 | $152M | +9% | 8.9M | 16.97 | |
Wal-Mart Stores (WMT) | 3.3 | $149M | -16% | 1.0M | 141.79 | |
Microsoft Corporation (MSFT) | 3.2 | $146M | 609k | 239.82 | ||
Wells Fargo & Company (WFC) | 3.2 | $144M | 3.5M | 41.29 | ||
Abbvie (ABBV) | 3.1 | $139M | -18% | 861k | 161.61 | |
Petrobras Adr (PBR) | 3.0 | $136M | +153% | 13M | 10.65 | |
Johnson & Johnson (JNJ) | 2.9 | $132M | 749k | 176.65 | ||
Colgate-Palmolive Company (CL) | 2.9 | $130M | 1.6M | 78.79 | ||
Laboratory Corp. of America Holdings (LH) | 2.8 | $125M | 530k | 235.48 | ||
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Hca Holdings (HCA) | 2.7 | $122M | 507k | 239.96 | ||
Dell Technologies (DELL) | 2.5 | $113M | -17% | 2.8M | 40.22 | |
Berkshire Hathaway (BRK.B) | 2.4 | $109M | 353k | 308.90 | ||
Exxon Mobil Corporation (XOM) | 2.4 | $109M | 989k | 110.30 | ||
Stericycle (SRCL) | 2.4 | $106M | -6% | 2.1M | 49.89 | |
Centene Corporation (CNC) | 2.3 | $103M | +9% | 1.3M | 82.01 | |
Pinnacle Financial Partners (PNFP) | 2.2 | $98M | -2% | 1.3M | 73.40 | |
American Tower Reit (AMT) | 2.2 | $97M | +534% | 458k | 211.86 | |
S&p Global (SPGI) | 2.0 | $88M | 263k | 334.94 | ||
Facebook Inc cl a (META) | 2.0 | $88M | +23% | 731k | 120.34 | |
TaiwanSMC Adr (TSM) | 1.9 | $88M | 1.2M | 74.49 | ||
Maximus (MMS) | 1.9 | $85M | 1.2M | 73.33 | ||
Dupont De Nemours (DD) | 1.8 | $80M | +16% | 1.2M | 68.63 | |
Visa (V) | 1.6 | $72M | -8% | 345k | 207.76 | |
Micron Technology (MU) | 1.6 | $70M | +40% | 1.4M | 49.98 | |
Takeda Pharm Adr (TAK) | 1.6 | $70M | -8% | 4.4M | 16.00 | |
BP Adr (BP) | 1.5 | $66M | 1.9M | 34.93 | ||
Sony Adr (SONY) | 1.4 | $64M | +7% | 842k | 76.00 | |
Sanofi Adr (SNY) | 1.4 | $63M | 1.3M | 48.43 | ||
Novartis Adr (NVS) | 1.4 | $63M | -7% | 692k | 90.72 | |
Amazon (AMZN) | 1.4 | $62M | NEW | 742k | 84.00 | |
BSCH Adr (SAN) | 1.3 | $60M | 20M | 2.95 | ||
Lloyds Bank Adr (LYG) | 1.3 | $59M | +3% | 27M | 2.20 | |
Infosys Adr (INFY) | 1.3 | $59M | +9% | 3.2M | 18.01 | |
ItauUniBanADR P Adr (ITUB) | 1.3 | $58M | 12M | 4.71 | ||
Honda Motor Adr (HMC) | 1.2 | $56M | 2.4M | 23.00 | ||
WPP Adr (WPP) | 1.2 | $52M | +5% | 1.1M | 49.16 | |
Yum China Holdings (YUMC) | 1.0 | $44M | -67% | 813k | 54.65 | |
GSK Adr (GSK) | 0.9 | $41M | 1.2M | 35.14 | ||
Ritchie Bros. Auctioneers Inco (RBA) | 0.7 | $32M | -19% | 403k | 78.21 | |
Philips Adr (PHG) | 0.6 | $29M | +306% | 1.9M | 14.99 | |
HDFC Bank Adr (HDB) | 0.6 | $26M | +50% | 372k | 68.41 | |
Dr Reddys Adr (RDY) | 0.3 | $15M | -2% | 293k | 51.75 | |
Pepsi (PEP) | 0.3 | $13M | -29% | 69k | 180.66 | |
Ci&t (CINT) | 0.1 | $4.1M | +11% | 632k | 6.50 | |
Patria Investments (PAX) | 0.1 | $3.6M | -5% | 262k | 13.93 | |
Eversource Energy (ES) | 0.0 | $632k | +24% | 7.5k | 83.86 | |
Edison International (EIX) | 0.0 | $381k | 6.0k | 63.69 | ||
Flex Lng (FLNG) | 0.0 | $352k | -99% | 1.1k | 320.88 | |
EOG Resources (EOG) | 0.0 | $322k | 2.5k | 129.58 | ||
Gilead Sciences (GILD) | 0.0 | $318k | 3.7k | 85.95 | ||
Enel Chile Adr (ENIC) | 0.0 | $310k | +11% | 138k | 2.25 | |
Progressive Corporation (PGR) | 0.0 | $272k | -99% | 2.1k | 129.89 | |
Stanley Black & Decker (SWK) | 0.0 | $256k | 3.4k | 75.14 | ||
Waste Management (WM) | 0.0 | $251k | 1.6k | 156.88 | ||
FedEx Corporation (FDX) | 0.0 | $246k | 1.4k | 172.87 | ||
L3harris Technologies (LHX) | 0.0 | $240k | 1.2k | 208.33 | ||
Synchrony Financial (SYF) | 0.0 | $217k | 6.6k | 32.86 | ||
Electronic Arts (EA) | 0.0 | $203k | +174% | 1.7k | 121.92 | |
iShares MSCI South Korea Index Fund (EWY) | 0.0 | $199k | -68% | 3.5k | 56.49 | |
Dollar Tree (DLTR) | 0.0 | $189k | -99% | 1.3k | 141.68 | |
Duke Energy (DUK) | 0.0 | $189k | 1.8k | 103.22 | ||
Intel Corporation (INTC) | 0.0 | $173k | NEW | 6.5k | 26.45 | |
Target Corporation (TGT) | 0.0 | $157k | +248% | 1.1k | 148.67 | |
salesforce (CRM) | 0.0 | $156k | NEW | 1.2k | 132.65 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $133k | +526% | 1.5k | 88.43 | |
Dbx Etf Tr dbxtr har cs 300 (ASHR) | 0.0 | $117k | -68% | 4.2k | 27.94 | |
B2gold Corp (BTG) | 0.0 | $111k | +307% | 23k | 4.79 | |
Alibaba Adr (BABA) | 0.0 | $93k | -68% | 1.1k | 88.32 | |
Enbridge (ENB) | 0.0 | $79k | 1.5k | 53.13 | ||
Ci Financial Corp (CIXX) | 0.0 | $79k | NEW | 5.8k | 13.56 | |
Bk Nova Cad (BNS) | 0.0 | $78k | NEW | 1.2k | 66.55 | |
Norfolk Southern (NSC) | 0.0 | $61k | 249.00 | 244.98 | ||
PPL Corporation (PPL) | 0.0 | $60k | -25% | 2.1k | 29.04 | |
CSX Corporation (CSX) | 0.0 | $57k | NEW | 1.9k | 30.78 | |
Shinhan Adr (SHG) | 0.0 | $54k | -68% | 1.9k | 27.88 | |
Shell Adr (SHEL) | 0.0 | $51k | -12% | 900.00 | 56.67 | |
Suzano Adr (SUZ) | 0.0 | $44k | -68% | 4.8k | 9.22 | |
Unilever ADR AM Adr (UL) | 0.0 | $40k | -69% | 800.00 | 50.00 | |
ASE Tech Adr (ASX) | 0.0 | $40k | -67% | 6.4k | 6.23 | |
ICICI Bank Adr (IBN) | 0.0 | $40k | -69% | 1.8k | 21.89 | |
NetEase Adr (NTES) | 0.0 | $39k | NEW | 538.00 | 72.49 | |
Eni SpA Adr (E) | 0.0 | $32k | 1.1k | 28.42 | ||
Daqo New Energy Corp- (DQ) | 0.0 | $32k | NEW | 823.00 | 38.88 | |
Qualcomm (QCOM) | 0.0 | $31k | -55% | 284.00 | 109.15 | |
Open Text Corp (OTEX) | 0.0 | $19k | NEW | 471.00 | 40.34 | |
Hello Group Adr (MOMO) | 0.0 | $15k | NEW | 1.7k | 8.87 | |
Joyy Adr (YY) | 0.0 | $12k | NEW | 395.00 | 30.38 |
Past Filings by Mondrian Investment Partners
SEC 13F filings are viewable for Mondrian Investment Partners going back to 2010
- Mondrian Investment Partners 2022 Q4 filed Feb. 3, 2023
- Mondrian Investment Partners 2022 Q3 filed Oct. 21, 2022
- Mondrian Investment Partners 2022 Q2 filed Aug. 9, 2022
- Mondrian Investment Partners 2022 Q1 filed May 5, 2022
- Mondrian Investment Partners 2021 Q4 filed Feb. 9, 2022
- Mondrian Investment Partners 2021 Q3 filed Oct. 27, 2021
- Mondrian Investment Partners 2021 Q2 filed July 30, 2021
- Mondrian Investment Partners 2021 Q1 filed May 10, 2021
- Mondrian Investment Partners 2020 Q4 filed Feb. 11, 2021
- Mondrian Investment Partners 2020 Q3 filed Nov. 13, 2020
- Mondrian Investment Partners 2020 Q2 filed Aug. 10, 2020
- Mondrian Investment Partners 2020 Q1 filed May 12, 2020
- Mondrian Investment Partners 2019 Q4 filed Feb. 6, 2020
- Mondrian Investment Partners 2019 Q3 filed Nov. 4, 2019
- Mondrian Investment Partners 2019 Q2 filed Aug. 7, 2019
- Mondrian Investment Partners 2019 Q1 filed April 17, 2019