ARGA Investment Management, LP Q2 2016 Filing

Filed August 5, 2016

Portfolio Value

$320.5B

Holdings

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (33 positions)

#	Stock	Shares	Value	% Portfolio
1	BPBP PLC	2,396,162	$85.1B	26.55%
2	WFRDWEATHERFORD INTL PLC	10,790,700	$59.9B	18.69%
3	—MICHAEL KORS HLDGS LTD	898,400	$44.5B	13.87%
4	PJXPETROLEO BRASILEIRO SA PETRO	5,806,268	$33.7B	10.53%
5	MLCOMELCO CROWN ENTMT LTD	2,680,000	$33.7B	10.52%
6	VALEVALE S A	1,797,159	$9.1B	2.84%
7	KOFCOCA COLA FEMSA S A B DE C V	68,800	$5.7B	1.78%
8	—LINEAR TECHNOLOGY CORP	98,500	$4.6B	1.43%
9	IBNICICI BK LTD	603,700	$4.3B	1.35%
10	9990302DAPACHE CORP	77,329	$4.3B	1.34%
11	ELVANTHEM INC	32,600	$4.3B	1.34%
12	RLRALPH LAUREN CORP	37,200	$3.3B	1.04%
13	PXDEURPIONEER NAT RES CO	20,500	$3.1B	0.97%
14	MBTGBPMOBILE TELESYSTEMS PJSC	298,800	$2.5B	0.77%
15	ORCLORACLE CORP	60,400	$2.5B	0.77%
16	—COACH INC	59,791	$2.4B	0.76%
17	PBRPETROLEO BRASILEIRO SA PETRO	312,789	$2.2B	0.70%
18	TRVCCITIGROUP INC	41,002	$1.7B	0.54%
19	AWNADVANCE AUTO PARTS INC	10,000	$1.6B	0.50%
20	JECUSDJACOBS ENGR GROUP INC DEL	27,500	$1.4B	0.43%
21	GSGOLDMAN SACHS GROUP INC	9,098	$1.4B	0.42%
22	AIGAMERICAN INTL GROUP INC	22,024	$1.2B	0.36%
23	DISCAUSDDISCOVERY COMMUNICATNS NEW	43,700	$1.1B	0.34%
24	BCSBARCLAYS PLC	144,311	$1.1B	0.34%
25	METMETLIFE INC	27,394	$1.1B	0.34%
26	TDCTERADATA CORP DEL	39,900	$1.0B	0.31%
27	CIKCREDIT SUISSE GROUP	90,955	$974.0M	0.30%
28	RNRRENAISSANCERE HOLDINGS LTD	6,341	$745.0M	0.23%
29	—ICONIX BRAND GROUP INC	100,800	$681.0M	0.21%
30	TELTE CONNECTIVITY LTD	10,000	$571.0M	0.18%
31	MTARCELORMITTAL SA LUXEMBOURG	65,560	$305.0M	0.10%
32	JNJJOHNSON & JOHNSON	2,000	$243.0M	0.08%
33	KOCOCA COLA CO	4,500	$204.0M	0.06%