ARTEMIS INVESTMENT MANAGEMENT LLP

PrivateCIK: 1535385
Location

EDINBURGH, X0

203
Positions
$9.43B
Total AUM (reported)
154.74M
Total Shares

Allocation by class

TOTAL AUM$9.43B203 positions
COM$6.62B70.2%
CL A$427.22M4.5%
COM CL A$304.42M3.2%
ORD$296.05M3.1%
SHS$201.46M2.1%
COMMON STOCK$196.27M2.1%
SPONSORED ADS$190.96M2.0%

Portfolio Concentration

Top 38.2%4–1014.3%11–2519.6%Rest58.0%TOP 1022.5%0%100%
Top 3$769.06M8.2%
4–10$1.35B14.3%
11–25$1.85B19.6%
Rest$5.46B58.0%

Top 3 weight

8.2%

Top 10 weight

22.5%

Voting Authority Distribution

Total shares with voting rights: 154.74M

Sole

Full voting authority

154.74M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole203
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings203
Rows:

ASTRAZENECA PLC

SOLE
ORD
Shares1.44M
TypeSH
Market value$280.64M
2.98%
Sole
1.44M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares1.50M
TypeSH
Market value$261.91M
2.78%
Sole
1.50M
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares1.04M
TypeSH
Market value$226.51M
2.40%
Sole
1.04M
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares2.82M
TypeSH
Market value$218.82M
2.32%
Sole
2.82M
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares7.39M
TypeSH
Market value$207.58M
2.20%
Sole
7.39M
Shared
0.00
None
0.00

KINROSS GOLD CORP

SOLE
COM
Shares6.72M
TypeSH
Market value$205.19M
2.18%
Sole
6.72M
Shared
0.00
None
0.00

DOW HLDGS INC

SOLE
COM
Shares4.75M
TypeSH
Market value$197.82M
2.10%
Sole
4.75M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares617.85K
TypeSH
Market value$177.67M
1.88%
Sole
617.85K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares2.89M
TypeSH
Market value$174.99M
1.86%
Sole
2.89M
Shared
0.00
None
0.00

FREEPORT MCMORAN INC

SOLE
CL B
Shares2.83M
TypeSH
Market value$166.46M
1.77%
Sole
2.83M
Shared
0.00
None
0.00

PLAINS GP HLDGS L P

SOLE
LTD PARTNR INT A
Shares6.71M
TypeSH
Market value$162.97M
1.73%
Sole
6.71M
Shared
0.00
None
0.00

AGNICO EAGLE MINES LTD

SOLE
COM
Shares759.71K
TypeSH
Market value$154.24M
1.64%
Sole
759.71K
Shared
0.00
None
0.00

FIRST HORIZON CORPORATION

SOLE
COM
Shares5.76M
TypeSH
Market value$131.02M
1.39%
Sole
5.76M
Shared
0.00
None
0.00

HUNT J B TRANS SVCS INC

SOLE
COM
Shares607.34K
TypeSH
Market value$128.69M
1.37%
Sole
607.34K
Shared
0.00
None
0.00

PRIMORIS SVCS CORP

SOLE
COM
Shares879.58K
TypeSH
Market value$125.82M
1.33%
Sole
879.58K
Shared
0.00
None
0.00

GENERAL MTRS CO

SOLE
COM
Shares1.64M
TypeSH
Market value$122.46M
1.30%
Sole
1.64M
Shared
0.00
None
0.00

COHERENT CORP

SOLE
COM
Shares507.79K
TypeSH
Market value$120.96M
1.28%
Sole
507.79K
Shared
0.00
None
0.00

NVENT ELEC PLC

SOLE
SHS
Shares1.01M
TypeSH
Market value$119.45M
1.27%
Sole
1.01M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares468.15K
TypeSH
Market value$118.81M
1.26%
Sole
468.15K
Shared
0.00
None
0.00

FRANKLIN RESOURCES INC

SOLE
COM
Shares4.88M
TypeSH
Market value$115.26M
1.22%
Sole
4.88M
Shared
0.00
None
0.00

CITIZENS FINL GROUP INC

SOLE
COM
Shares1.90M
TypeSH
Market value$113.90M
1.21%
Sole
1.90M
Shared
0.00
None
0.00

BAKER HUGHES COMPANY

SOLE
CL A
Shares1.85M
TypeSH
Market value$112.90M
1.20%
Sole
1.85M
Shared
0.00
None
0.00

BANK NEW YORK MELLON CORP

SOLE
COM
Shares925.30K
TypeSH
Market value$109.77M
1.16%
Sole
925.30K
Shared
0.00
None
0.00

ATI INC

SOLE
COM
Shares721.50K
TypeSH
Market value$104.95M
1.11%
Sole
721.50K
Shared
0.00
None
0.00

BIOGEN INC

SOLE
COM
Shares571.57K
TypeSH
Market value$104.79M
1.11%
Sole
571.57K
Shared
0.00
None
0.00
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