ODEY ASSET MANAGEMENT LLP

PrivateCIK: 1512842
Location

LONDON, UNITED KINGDOM, X0

35
Positions
$80.08M
Total AUM (reported)
3.15M
Total Shares

Allocation by class

TOTAL AUM$80.08M35 positions
COM$28.95M36.1%
ORD SHS A$7.72M9.6%
SHS$7.33M9.2%
CL A$6.83M8.5%
CL B$6.72M8.4%
NAMEN AKT$6.69M8.4%
COM NEW$3.62M4.5%

Portfolio Concentration

Top 326.4%4–1025.9%11–2534.2%Rest13.5%TOP 1052.3%0%100%
Top 3$21.13M26.4%
4–10$20.73M25.9%
11–25$27.42M34.2%
Rest$10.80M13.5%

Top 3 weight

26.4%

Top 10 weight

52.3%

Voting Authority Distribution

Total shares with voting rights: 3.15M

Sole

Full voting authority

3.15M

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)

Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:

Noble Corp Plc

SOLE
ORD SHS A
Shares152.42K
TypeSH
Market value$7.72M
9.64%
Sole
152.42K
Shared
0.00
None
0.00

Teck Resources Ltd

SOLE
CL B
Shares156K
TypeSH
Market value$6.72M
8.39%
Sole
156K
Shared
0.00
None
0.00

Deutsche Bank A G

SOLE
NAMEN AKT
Shares608.51K
TypeSH
Market value$6.69M
8.35%
Sole
608.51K
Shared
0.00
None
0.00

UBS Group AG

SOLE
SHS
Shares212.49K
TypeSH
Market value$5.24M
6.54%
Sole
212.49K
Shared
0.00
None
0.00

Alphabet Inc

SOLE
CAP STK CL A
Shares23.01K
TypeSH
Market value$3.01M
3.76%
Sole
23.01K
Shared
0.00
None
0.00

McDonalds Corp

SOLE
COM
Shares10.54K
TypeSH
Market value$2.78M
3.47%
Sole
10.54K
Shared
0.00
None
0.00

Cadiz Inc

SOLE
COM NEW
Shares831.17K
TypeSH
Market value$2.75M
3.44%
Sole
831.17K
Shared
0.00
None
0.00

Meta Platforms Inc

SOLE
CL A
Shares7.78K
TypeSH
Market value$2.33M
2.92%
Sole
7.78K
Shared
0.00
None
0.00

Applied Matls Inc

SOLE
COM
Shares16.86K
TypeSH
Market value$2.33M
2.91%
Sole
16.86K
Shared
0.00
None
0.00

Berkshire Hathaway Inc Del

SOLE
CL B NEW
Shares6.51K
TypeSH
Market value$2.28M
2.85%
Sole
6.51K
Shared
0.00
None
0.00

Liberty Media Corp Del

SOLE
COM SER C FRMLA
Shares36.10K
TypeSH
Market value$2.25M
2.81%
Sole
36.10K
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
COM
Shares14.35K
TypeSH
Market value$2.23M
2.79%
Sole
14.35K
Shared
0.00
None
0.00

Synopsys Inc

SOLE
COM
Shares4.79K
TypeSH
Market value$2.20M
2.75%
Sole
4.79K
Shared
0.00
None
0.00

Amazon Com Inc

SOLE
COM
Shares17.13K
TypeSH
Market value$2.18M
2.72%
Sole
17.13K
Shared
0.00
None
0.00

Stryker Corporation

SOLE
COM
Shares7.61K
TypeSH
Market value$2.08M
2.60%
Sole
7.61K
Shared
0.00
None
0.00

MercadoLibre Inc

SOLE
COM
Shares1.64K
TypeSH
Market value$2.07M
2.59%
Sole
1.64K
Shared
0.00
None
0.00

Ferguson Plc New

SOLE
SHS
Shares10.79K
TypeSH
Market value$1.77M
2.22%
Sole
10.79K
Shared
0.00
None
0.00

Barrick Gold Corp

SOLE
COM
Shares120.30K
TypeSH
Market value$1.75M
2.19%
Sole
120.30K
Shared
0.00
None
0.00

Costco Whsl Corp New

SOLE
COM
Shares3.07K
TypeSH
Market value$1.73M
2.16%
Sole
3.07K
Shared
0.00
None
0.00

JPMorgan Chase & Co

SOLE
COM
Shares11.47K
TypeSH
Market value$1.66M
2.08%
Sole
11.47K
Shared
0.00
None
0.00

Charter Communications Inc N

SOLE
CL A
Shares3.60K
TypeSH
Market value$1.59M
1.98%
Sole
3.60K
Shared
0.00
None
0.00

Comcast Corp New

SOLE
CL A
Shares33.67K
TypeSH
Market value$1.49M
1.86%
Sole
33.67K
Shared
0.00
None
0.00

Bristol-Myers Squibb Co

SOLE
COM
Shares25.64K
TypeSH
Market value$1.49M
1.86%
Sole
25.64K
Shared
0.00
None
0.00

Microsoft Corp

SOLE
COM
Shares4.68K
TypeSH
Market value$1.48M
1.84%
Sole
4.68K
Shared
0.00
None
0.00

Liberty Broadband Corp

SOLE
COM SER A
Shares15.80K
TypeSH
Market value$1.44M
1.79%
Sole
15.80K
Shared
0.00
None
0.00
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