Mondrian Investment Partners LTD Diversified Active

CIK: 0001317724 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 7, 2024

Total Value ($000): $7,279,927 (100.0% shares, 0.0% debt)

Holdings (98)

TRP TC Energy (CA) 6.8%
Value ($000) $493,266 Shares 9,077,921 Est. Cost $35.68 Unrealized +1.7%
SAN BSCH ADR 4.0%
Value ($000) $294,759 Shares 60,900,573 Est. Cost $4.34 Unrealized
TSM TaiwanSMC ADR 3.3%
Value ($000) $242,949 Shares 1,785,730 Est. Cost $92.65 Unrealized
GSK GSK PLC ADR 3.2%
Value ($000) $236,250 Shares 5,510,840 Est. Cost $36.85 Unrealized
LYG Lloyds Bank ADR 3.2%
Value ($000) $232,967 Shares 89,948,537 Est. Cost $2.59 Unrealized
BP BP Plc ADR 3.0%
Value ($000) $221,883 Shares 5,888,610 Est. Cost $35.49 Unrealized
SONY Sony ADR 3.0%
Value ($000) $220,033 Shares 2,558,527 Est. Cost $87.14 Unrealized
NVS Novartis ADR 2.7%
Value ($000) $199,819 Shares 2,065,739 Est. Cost $93.08 Unrealized
BAP Credicorp Ltd 2.6%
Value ($000) $192,900 Shares 1,138,526 Est. Cost $118.33 Unrealized +25.9%
SNY Sanofi ADR 2.6%
Value ($000) $192,023 Shares 3,951,089 Est. Cost $49.01 Unrealized
HMC Honda Motor ADR 2.6%
Value ($000) $191,538 Shares 5,176,690 Est. Cost $31.48 Unrealized
PHG Philips ADR 2.6%
Value ($000) $191,061 Shares 9,553,058 Est. Cost $17.91 Unrealized
TAK Takeda PharmADR 2.3%
Value ($000) $169,119 Shares 12,079,962 Est. Cost $14.95 Unrealized
META Meta Platforms 2.3%
Value ($000) $167,962 Shares 345,899 Est. Cost $224.57 Unrealized +97.4%
ABBV AbbVie 2.3%
Value ($000) $166,786 Shares 915,903 Est. Cost $105.11 Unrealized +54.1%
WPP WPP ADR 2.2%
Value ($000) $158,791 Shares 3,350,015 Est. Cost $52.44 Unrealized
WFC Wells Fargo 2.2%
Value ($000) $157,436 Shares 2,716,282 Est. Cost $33.49 Unrealized +49.7%
HCA HCA Healthcare 2.1%
Value ($000) $150,057 Shares 449,905 Est. Cost $189.18 Unrealized +59.2%
SHEL Shell ADR 2.0%
Value ($000) $146,675 Shares 2,187,872 Est. Cost $66.36 Unrealized
DLTR Dollar Tree 2.0%
Value ($000) $146,592 Shares 1,100,957 Est. Cost $131.94 Unrealized +4.3%
DD DuPont 1.9%
Value ($000) $137,995 Shares 1,799,860 Est. Cost $24.60 Unrealized +16.0%
CDW CDW Corp 1.8%
Value ($000) $134,193 Shares 524,641 Est. Cost $175.89 Unrealized +31.7%
LabCorp 1.8%
Value ($000) $129,122 Shares 591,056 Est. Cost $231.12 Unrealized
MSFT Microsoft Corp 1.7%
Value ($000) $127,327 Shares 302,640 Est. Cost $128.24 Unrealized +211.3%
PBR Petrobras ADR 1.7%
Value ($000) $124,881 Shares 8,210,453 Est. Cost $5.11 Unrealized
ATHM Autohome ADR 1.7%
Value ($000) $123,111 Shares 4,695,298 Est. Cost $64.05 Unrealized
WMT WalMart St 1.6%
Value ($000) $119,737 Shares 1,989,977 Est. Cost $51.62 Unrealized +8.6%
KVUE Kenvue 1.6%
Value ($000) $119,618 Shares 5,573,989 Est. Cost $19.50 Unrealized -3.4%
CNC Centene 1.6%
Value ($000) $114,943 Shares 1,464,617 Est. Cost $66.90 Unrealized +15.4%
ALV AutolivInc 1.6%
Value ($000) $114,716 Shares 952,555 Est. Cost $96.80 Unrealized +10.5%
YUMC Yum China HK 1.5%
Value ($000) $112,135 Shares 2,811,769 Est. Cost $43.54 Unrealized -9.3%
VALE Vale SA ADR 1.5%
Value ($000) $110,878 Shares 9,095,789 Est. Cost $14.08 Unrealized
SCHW Charles Schwab 1.5%
Value ($000) $107,471 Shares 1,485,637 Est. Cost $64.24 Unrealized +0.0%
UNH UnitedHealth 1.5%
Value ($000) $106,032 Shares 214,336 Est. Cost $508.61 Unrealized -3.9%
CL Colgate 1.4%
Value ($000) $101,479 Shares 1,126,918 Est. Cost $65.85 Unrealized +23.5%
AMZN Amazon 1.4%
Value ($000) $101,326 Shares 561,739 Est. Cost $101.34 Unrealized +64.7%
BRK/B Berkshire HathB 1.4%
Value ($000) $101,194 Shares 240,640 Est. Cost $284.64 Unrealized +38.2%
AMT AmericanTwrREIT 1.4%
Value ($000) $99,563 Shares 503,888 Est. Cost $185.57 Unrealized +0.3%
Barrick Gold US 1.3%
Value ($000) $97,975 Shares 5,887,910 Est. Cost $20.25 Unrealized
MU Micron Tech 1.2%
Value ($000) $90,846 Shares 770,598 Est. Cost $56.18 Unrealized +59.9%
XOM Exxon Mobil 1.2%
Value ($000) $90,095 Shares 775,079 Est. Cost $46.54 Unrealized +110.7%
LHX L3Harris Tech 1.2%
Value ($000) $89,639 Shares 420,645 Est. Cost $175.55 Unrealized +15.2%
INFY Infosys ADR 1.2%
Value ($000) $85,226 Shares 4,753,241 Est. Cost $14.18 Unrealized
NNN NNN REIT 1.1%
Value ($000) $81,963 Shares 1,917,707 Est. Cost $42.74 Unrealized
BIDU Baidu ADR 1.1%
Value ($000) $77,550 Shares 736,609 Est. Cost $138.61 Unrealized
SQM SQM ADR 0.9%
Value ($000) $67,446 Shares 1,371,962 Est. Cost $69.46 Unrealized
TXN Texas Instrum 0.7%
Value ($000) $50,910 Shares 292,235 Est. Cost $157.89 Unrealized 0.0%
Stericycle Inc 0.7%
Value ($000) $49,301 Shares 934,624 Est. Cost $60.52 Unrealized
HDB HDFC Bank ADR 0.5%
Value ($000) $39,443 Shares 704,714 Est. Cost $48.67 Unrealized
KT KT Corp ADR 0.5%
Value ($000) $38,538 Shares 2,748,775 Est. Cost $11.39 Unrealized
ITUB ItauUniBanADR P 0.5%
Value ($000) $37,975 Shares 5,479,858 Est. Cost $9.00 Unrealized
EFA IShs MSCI EAF 0.4%
Value ($000) $28,555 Shares 357,569 Est. Cost $75.35 Unrealized
VEA VangrdFTSEETF 0.3%
Value ($000) $25,454 Shares 507,345 Est. Cost $49.01 Unrealized
PLD Prologis 0.3%
Value ($000) $19,896 Shares 152,787 Est. Cost $106.11 Unrealized +15.3%
KSA Ishs MSCI Saudi 0.2%
Value ($000) $15,751 Shares 356,672 Est. Cost $40.65 Unrealized
RDY Dr Reddys ADR 0.2%
Value ($000) $12,070 Shares 164,547 Est. Cost $36.10 Unrealized
CHT Chunghwa ADR 0.1%
Value ($000) $4,599 Shares 117,498 Est. Cost $35.94 Unrealized
PAX Patria Invest 0.0%
Value ($000) $2,375 Shares 160,008 Est. Cost $13.20 Unrealized -0.5%
ES Eversource En 0.0%
Value ($000) $1,926 Shares 32,229 Est. Cost $59.58 Unrealized -11.8%
WAT Waters 0.0%
Value ($000) $1,569 Shares 4,557 Est. Cost $303.60 Unrealized +8.3%
EIX Edison Intl 0.0%
Value ($000) $1,399 Shares 19,783 Est. Cost $58.85 Unrealized +6.4%
FIS Fidelity NIS 0.0%
Value ($000) $1,342 Shares 18,086 Est. Cost $59.66 Unrealized +4.9%
LW Lamb Weston 0.0%
Value ($000) $1,287 Shares 12,080 Est. Cost $97.57 Unrealized +2.3%
CINT CI&T Inc 0.0%
Value ($000) $1,281 Shares 310,200 Est. Cost $10.96 Unrealized -58.8%
GILD Gilead Sciences 0.0%
Value ($000) $850 Shares 11,605 Est. Cost $67.05 Unrealized +7.4%
EOG EOG Resources 0.0%
Value ($000) $831 Shares 6,504 Est. Cost $106.70 Unrealized +3.4%
SWK Stanley B&D 0.0%
Value ($000) $727 Shares 7,420 Est. Cost $84.65 Unrealized +0.6%
CRM Salesforce 0.0%
Value ($000) $603 Shares 2,002 Est. Cost $156.80 Unrealized +81.9%
GOOGL Alphabet CL A 0.0%
Value ($000) $599 Shares 3,970 Est. Cost $101.06 Unrealized +40.5%
DG Dollar General 0.0%
Value ($000) $513 Shares 3,284 Est. Cost $115.93 Unrealized +17.7%
EA Electronic Arts 0.0%
Value ($000) $470 Shares 3,541 Est. Cost $122.93 Unrealized +10.6%
EWY Ishs MSCI SK 0.0%
Value ($000) $343 Shares 5,104 Est. Cost $61.34 Unrealized
BABA Alibaba ADR 0.0%
Value ($000) $166 Shares 2,292 Est. Cost $103.55 Unrealized
ASHR Xtrack CN-A ETF 0.0%
Value ($000) $164 Shares 6,802 Est. Cost $27.27 Unrealized
ENIC Enel Chile ADR 0.0%
Value ($000) $156 Shares 51,190 Est. Cost $1.50 Unrealized
VEU VangrdIEQIndex 0.0%
Value ($000) $150 Shares 2,558 Est. Cost $57.34 Unrealized
BTG B2Gold 0.0%
Value ($000) $132 Shares 37,107 Est. Cost $2.92 Unrealized -13.6%
PAC GPO Aero PacADR 0.0%
Value ($000) $119 Shares 729 Est. Cost $175.80 Unrealized
SHG Shinhan ADR 0.0%
Value ($000) $112 Shares 3,150 Est. Cost $26.43 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $102 Shares 2,074 Est. Cost $23.89 Unrealized +32.0%
BNS Bank NovaScotia 0.0%
Value ($000) $95 Shares 1,357 Est. Cost $41.63 Unrealized +5.1%
IBN ICICI Bank ADR 0.0%
Value ($000) $79 Shares 2,992 Est. Cost $20.04 Unrealized
CSX CSX Corp 0.0%
Value ($000) $78 Shares 2,097 Est. Cost $28.82 Unrealized +23.1%
NSC Norfolk South 0.0%
Value ($000) $72 Shares 283 Est. Cost $221.39 Unrealized +7.4%
Unilever ADR AM 0.0%
Value ($000) $66 Shares 1,316 Est. Cost $53.27 Unrealized
ASX ASE Tech ADR 0.0%
Value ($000) $65 Shares 5,929 Est. Cost $6.83 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $65 Shares 383 Est. Cost $111.50 Unrealized +33.2%
SUZ Suzano ADR 0.0%
Value ($000) $60 Shares 4,657 Est. Cost $9.11 Unrealized
TotalEne ADR 0.0%
Value ($000) $58 Shares 839 Est. Cost $68.82 Unrealized
E Eni SPA ADR 0.0%
Value ($000) $57 Shares 1,781 Est. Cost $33.77 Unrealized
TLK TelkomIndon ADR 0.0%
Value ($000) $51 Shares 2,270 Est. Cost $24.46 Unrealized
UAE Ishs MSCI UAE 0.0%
Value ($000) $48 Shares 3,264 Est. Cost $14.86 Unrealized
DQ Daqo New Energy 0.0%
Value ($000) $37 Shares 1,319 Est. Cost $23.44 Unrealized
OTEX Open Text 0.0%
Value ($000) $25 Shares 471 Est. Cost $25.68 Unrealized +46.7%
VWO Vanguard Emg 0.0%
Value ($000) $16 Shares 387 Est. Cost $41.10 Unrealized
MOMO Hello Group ADR 0.0%
Value ($000) $14 Shares 2,201 Est. Cost $1.62 Unrealized
JOYY JOYY ADR 0.0%
Value ($000) $12 Shares 395 Est. Cost $0.03 Unrealized
EEM Ishs MSCI EM 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.35 Unrealized