ODEY ASSET MANAGEMENT GROUP LTD

PrivateCIK: 1512596
Location

LONDON, X0

24
Positions
$381.45M
Total AUM (reported)
27.50M
Total Shares

Allocation by class

TOTAL AUM$381.45M24 positions
NAMEN AKT$81.99M21.5%
SHS$73.89M19.4%
ORD SHS A$70.92M18.6%
SPONSORED ADS$49.79M13.1%
COM$33.16M8.7%
SPON ADR B$31.12M8.2%
COM NEW$30.69M8.0%

Portfolio Concentration

Top 354.4%4–1038.1%11–257.5%TOP 1092.5%0%100%
Top 3$207.68M54.4%
4–10$145.17M38.1%
11–25$28.59M7.5%

Top 3 weight

54.4%

Top 10 weight

92.5%

Voting Authority Distribution

Total shares with voting rights: 27.50M

Sole

Full voting authority

27.50M

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)

Sole0
Shared0
Other24
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:

Deutsche Bank A G

DFND
NAMEN AKT
Shares8.03M
TypeSH
Market value$81.99M
21.49%
Sole
8.03M
Shared
0.00
None
0.00

Noble Corp PLC

DFND
ORD SHS A
Shares1.80M
TypeSH
Market value$70.92M
18.59%
Sole
1.80M
Shared
0.00
None
0.00

UBS Group AG

DFND
SHS
Shares2.57M
TypeSH
Market value$54.77M
14.36%
Sole
2.57M
Shared
0.00
None
0.00

Ryanair Holdings PLC

DFND
SPONSORED ADS
Shares385.29K
TypeSH
Market value$36.33M
9.52%
Sole
385.29K
Shared
0.00
None
0.00

Cadiz Inc

DFND
COM NEW
Shares7.60M
TypeSH
Market value$30.69M
8.04%
Sole
7.60M
Shared
0.00
None
0.00

Banco Macro SA

DFND
SPON ADR B
Shares1.24M
TypeSH
Market value$22.12M
5.80%
Sole
1.24M
Shared
0.00
None
0.00

Barrick Gold Corp

DFND
COM
Shares1.16M
TypeSH
Market value$21.50M
5.64%
Sole
1.16M
Shared
0.00
None
0.00

Stellantis N.V

DFND
SHS
Shares1.05M
TypeSH
Market value$19.12M
5.01%
Sole
1.05M
Shared
0.00
None
0.00

Embotelladora Andina S A

DFND
SPON ADR B
Shares578.92K
TypeSH
Market value$9.00M
2.36%
Sole
578.92K
Shared
0.00
None
0.00

Sony Group Corporation

DFND
SPONSORED ADS
Shares70.74K
TypeSH
Market value$6.41M
1.68%
Sole
70.74K
Shared
0.00
None
0.00

Autolus Therapeutics PLC

DFND
SPON ADS
Shares2.50M
TypeSH
Market value$4.60M
1.21%
Sole
2.50M
Shared
0.00
None
0.00

Provention Bio Inc

DFND
COM
Shares170.02K
TypeSH
Market value$4.10M
1.07%
Sole
170.02K
Shared
0.00
None
0.00

Alibaba Group Hldg LTD

DFND
SPONSORED ADS
Shares37K
TypeSH
Market value$3.78M
0.99%
Sole
37K
Shared
0.00
None
0.00

Taiwan Semiconductor MFG LTD

DFND
SPONSORED ADS
Shares35K
TypeSH
Market value$3.26M
0.85%
Sole
35K
Shared
0.00
None
0.00

Charter Communications Inc N

DFND
CL A
Shares8K
TypeSH
Market value$2.86M
0.75%
Sole
8K
Shared
0.00
None
0.00

Las Vegas Sands Corp

DFND
COM
Shares36K
TypeSH
Market value$2.07M
0.54%
Sole
36K
Shared
0.00
None
0.00

Alphabet Inc

DFND
CAP STK CL A
Shares18K
TypeSH
Market value$1.87M
0.49%
Sole
18K
Shared
0.00
None
0.00

Exxon Mobil Corp

DFND
COM
Shares13K
TypeSH
Market value$1.43M
0.37%
Sole
13K
Shared
0.00
None
0.00

Palo Alto Networks Inc

DFND
COM
Shares6.50K
TypeSH
Market value$1.30M
0.34%
Sole
6.50K
Shared
0.00
None
0.00

ConocoPhillips

DFND
COM
Shares10K
TypeSH
Market value$992.1K
0.26%
Sole
10K
Shared
0.00
None
0.00

Cameco Corp

DFND
COM
Shares35K
TypeSH
Market value$916.0K
0.24%
Sole
35K
Shared
0.00
None
0.00

Bank America Corp

DFND
COM
Shares30K
TypeSH
Market value$858.0K
0.22%
Sole
30K
Shared
0.00
None
0.00

Ericsson

DFND
ADR B SEK 10
Shares95.96K
TypeSH
Market value$561.4K
0.15%
Sole
95.96K
Shared
0.00
None
0.00

Freeline Therapeutics Hldgs

DFND
SPONSORED ADS
Shares30.13K
TypeSH
Market value$13.7K
<0.01%
Sole
30.13K
Shared
0.00
None
0.00