MONDRIAN INVESTMENT PARTNERS LTD

PrivateCIK: 1317724
Location

LONDON, X0

103
Positions
$6.69B
Total AUM (reported)
192.78M
Total Shares

Allocation by class

TOTAL AUM$6.69B103 positions
COM$3.76B56.3%
ADR$2.92B43.7%

Portfolio Concentration

Top 321.6%4–1024.3%11–2531.3%Rest22.8%TOP 1045.9%0%100%
Top 3$1.44B21.6%
4–10$1.62B24.3%
11–25$2.09B31.3%
Rest$1.53B22.8%

Top 3 weight

21.6%

Top 10 weight

45.9%

Voting Authority Distribution

Total shares with voting rights: 192.78M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

192.78M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole103
Shared0
Other0
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings103
Rows:

Yum China HK

SOLE
COM
Shares2.36M
TypeSH
Market value$908.58M
13.59%
Sole
0.00
Shared
2.36M
None
0.00

GSK PLC ADR

SOLE
ADR
Shares4.99M
TypeSH
Market value$275.25M
4.12%
Sole
0.00
Shared
4.99M
None
0.00

Lloyds Bank ADR

SOLE
ADR
Shares51.87M
TypeSH
Market value$260.90M
3.90%
Sole
0.00
Shared
51.87M
None
0.00

BSCH ADR

SOLE
ADR
Shares22.33M
TypeSH
Market value$251.91M
3.77%
Sole
0.00
Shared
22.33M
None
0.00

Sony ADR

SOLE
ADR
Shares11.98M
TypeSH
Market value$251.49M
3.76%
Sole
0.00
Shared
11.98M
None
0.00

Sanofi ADR

SOLE
ADR
Shares5.04M
TypeSH
Market value$242.83M
3.63%
Sole
0.00
Shared
5.04M
None
0.00

Petrobras ADR

SOLE
ADR
Shares11.10M
TypeSH
Market value$230.42M
3.45%
Sole
0.00
Shared
11.10M
None
0.00

BATS ADR

SOLE
ADR
Shares3.71M
TypeSH
Market value$216.86M
3.24%
Sole
0.00
Shared
3.71M
None
0.00

BP Plc ADR

SOLE
ADR
Shares4.60M
TypeSH
Market value$216.17M
3.23%
Sole
0.00
Shared
4.60M
None
0.00

Philips ADR

SOLE
ADR
Shares7.80M
TypeSH
Market value$213.64M
3.20%
Sole
0.00
Shared
7.80M
None
0.00

Merck

SOLE
COM
Shares1.58M
TypeSH
Market value$190.24M
2.85%
Sole
0.00
Shared
1.58M
None
0.00

Alphabet CL A

SOLE
COM
Shares586.97K
TypeSH
Market value$168.79M
2.52%
Sole
0.00
Shared
586.97K
None
0.00

Charles Schwab

SOLE
COM
Shares1.72M
TypeSH
Market value$161.40M
2.41%
Sole
0.00
Shared
1.72M
None
0.00

Vale SA ADR

SOLE
ADR
Shares9.97M
TypeSH
Market value$158.60M
2.37%
Sole
0.00
Shared
9.97M
None
0.00

Thermo Fisher

SOLE
COM
Shares319K
TypeSH
Market value$156.80M
2.35%
Sole
0.00
Shared
319K
None
0.00

Microsoft Corp

SOLE
COM
Shares416.43K
TypeSH
Market value$154.15M
2.31%
Sole
0.00
Shared
416.43K
None
0.00

Shell ADR

SOLE
ADR
Shares1.61M
TypeSH
Market value$149.77M
2.24%
Sole
0.00
Shared
1.61M
None
0.00

Texas Instrum

SOLE
COM
Shares765.09K
TypeSH
Market value$148.53M
2.22%
Sole
0.00
Shared
765.09K
None
0.00

Sysco

SOLE
COM
Shares1.83M
TypeSH
Market value$130.21M
1.95%
Sole
0.00
Shared
1.83M
None
0.00

Prologis

SOLE
COM
Shares943.61K
TypeSH
Market value$124.73M
1.87%
Sole
0.00
Shared
943.61K
None
0.00

Salesforce

SOLE
COM
Shares605.65K
TypeSH
Market value$113.06M
1.69%
Sole
0.00
Shared
605.65K
None
0.00

Dollar Tree

SOLE
COM
Shares1.01M
TypeSH
Market value$111.12M
1.66%
Sole
0.00
Shared
1.01M
None
0.00

Exxon Mobil

SOLE
COM
Shares647.83K
TypeSH
Market value$109.91M
1.64%
Sole
0.00
Shared
647.83K
None
0.00

DuPont

SOLE
COM
Shares2.36M
TypeSH
Market value$108.20M
1.62%
Sole
0.00
Shared
2.36M
None
0.00

Bank Of America

SOLE
COM
Shares2.14M
TypeSH
Market value$104.33M
1.56%
Sole
0.00
Shared
2.14M
None
0.00
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