Amova Asset Management Americas, Inc. Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$10.3B
Holdings
193
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (193 positions)
| Stock | Value |
|---|---|
TDYTELEDYNE TECHNOLOGIES INC | $6.3M |
XOMEXXON MOBIL CORP | $5.8M |
NTRNUTRIEN LTD | $5.7M |
NEMNEWMONT CORP | $5.6M |
SHELSHELL PLC-ADR | $5.4M |
BHPBHP GROUP LTD-SPON ADR | $5.3M |
LMTLOCKHEED MARTIN CORP | $5.2M |
LUNRINTUITIVE MACHINES INC | $5.1M |
HEIHEICO CORP | $5.1M |
CATCATERPILLAR INC | $4.8M |
ABSIABSCI CORP | $4.5M |
AGIALAMOS GOLD INC-CLASS A | $4.4M |
AEMAGNICO EAGLE MINES LTD | $4.3M |
HONHONEYWELL INTERNATIONAL INC | $4.3M |
KDKKODIAK AI INC | $4.2M |
PSNLPERSONALIS INC | $3.9M |
FCXFREEPORT-MCMORAN INC | $3.8M |
RIORIO TINTO PLC-SPON ADR | $3.5M |
CVXCHEVRON CORP | $3.4M |
DPZDOMINO'S PIZZA INC | $3.2M |
TTENTOTALENERGIES SE -SPON ADR | $3.2M |
LINLINDE PLC | $3.2M |
APDAIR PRODUCTS & CHEMICALS INC | $2.9M |
BBARRICK MINING CORP | $2.9M |
MASS908 DEVICES INC | $2.8M |
VRTXVERTEX PHARMACEUTICALS INC | $2.7M |
VEEVVEEVA SYSTEMS INC-CLASS A | $2.6M |
BPBP PLC-SPONS ADR | $2.5M |
STLDSTEEL DYNAMICS INC | $2.3M |
TECK/BTECK RESOURCES LTD-CLS B | $2.3M |
CRCCANADIAN NATURAL RESOURCES | $2.2M |
INCYINCYTE CORP | $2.1M |
VALEVALE SA-SP ADR | $2.1M |
TTWOTAKE-TWO INTERACTIVE SOFTWRE | $2.0M |
PKGPACKAGING CORP OF AMERICA | $2.0M |
NUENUCOR CORP | $1.7M |
AUANGLOGOLD ASHANTI PLC | $1.7M |
COPCONOCOPHILLIPS | $1.7M |
CMPSCOMPASS PATHWAYS PLC | $1.6M |
SUSUNCOR ENERGY INC | $1.5M |
CAICARIS LIFE SCIENCES INC | $1.4M |
AMGNAMGEN INC | $1.4M |
HBMHUDBAY MINERALS INC | $1.4M |
NFLXNETFLIX INC | $1.4M |
EQXEQUINOX GOLD CORP | $1.3M |
XYLXYLEM INC | $1.2M |
ALBALBEMARLE CORP | $1.2M |
MPMP MATERIALS CORP | $1.2M |
ATAIATAI LIFE SCIENCES NV | $1.1M |
WYWEYERHAEUSER CO | $1.0M |
AAPLAPPLE INC | $1.0M |
RSRELIANCE INC | $985K |
DISWALT DISNEY CO/THE | $967K |
IPINTERNATIONAL PAPER CO | $943K |
PSXPHILLIPS 66 | $912K |
UNPUNION PACIFIC CORP | $897K |
CFCF INDUSTRIES HOLDINGS INC | $895K |
CTRACOTERRA ENERGY INC | $890K |
MSFTMICROSOFT CORP | $886K |
ADMARCHER-DANIELS-MIDLAND CO | $868K |
EQTEQT CORP | $867K |
SLBSCHLUMBERGER NV | $849K |
QCOMQUALCOMM INC | $800K |
MTDRMATADOR RESOURCES CO | $752K |
KMIKINDER MORGAN INC | $745K |
EOGEOG RESOURCES INC | $743K |
OXYOCCIDENTAL PETROLEUM CORP | $708K |
WMBWILLIAMS COS INC | $699K |
OIIOCEANEERING INTL INC | $654K |
MPCMARATHON PETROLEUM CORP | $646K |
BKRBAKER HUGHES CO | $644K |
TRGPTARGA RESOURCES CORP | $626K |
NGDNEW GOLD INC | $624K |
BGBUNGE GLOBAL SA | $616K |
MOSMOSAIC CO/THE | $606K |
PRPERMIAN RESOURCES CORP | $605K |
VLOVALERO ENERGY CORP | $598K |
HALHALLIBURTON CO | $587K |
FTITECHNIPFMC PLC | $581K |
BMIBADGER METER INC | $571K |
CCKCROWN HOLDINGS INC | $565K |
INRINFINITY NATURAL RESOUR-CL A | $558K |
WHDCACTUS INC - A | $525K |
LBRTLIBERTY ENERGY INC | $484K |
BTOB2GOLD CORP | $483K |
EROERO COPPER CORP | $426K |
ADSKAUTODESK INC | $417K |
SCCOSOUTHERN COPPER CORP | $378K |
HUNHUNTSMAN CORP | $377K |
PDSPRECISION DRILLING CORP | $340K |
BNRBURNING ROCK BIOTECH LTD-ADR | $314K |
BBDBANCO BRADESCO-ADR | $264K |
ADBEADOBE INC | $223K |
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