ARGA Investment Management, LP Q4 2023 Filing

Filed February 8, 2024

Portfolio Value

$2.9B

Holdings

144

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (144 positions)

StockValue
TSMTAIWAN SEMICONDUCTOR-SP ADR
$273.0M
MLCOMELCO RESORTS & ENTERT-ADR
$245.0M
PBRPETROLEO BRASILEIRO-SPON ADR
$221.0M
BABAALIBABA GROUP HOLDING-SP ADR
$199.0M
NXPINXP SEMICONDUCTORS NV
$190.0M
UBSUBS GROUP AG-REG
$185.0M
CLVTRIP.COM GROUP LTD-ADR
$165.0M
LVSLAS VEGAS SANDS CORP
$153.0M
BIDUNBAIDU INC - SPON ADR
$114.0M
BAPCREDICORP LTD
$109.0M
NTRNUTRIEN LTD
$96.0M
WBWEIBO CORP-SPON ADR
$74.0M
QCOMQUALCOMM INC
$68.0M
BBDBANCO BRADESCO-ADR
$60.0M
TRVCCITIGROUP INC
$54.0M
MHKMOHAWK INDUSTRIES INC
$51.0M
GILDGILEAD SCIENCES INC
$51.0M
SUSUNCOR ENERGY INC
$46.0M
JHGJANUS HENDERSON GROUP PLC
$43.0M
MUMICRON TECHNOLOGY INC
$41.0M
TPRTAPESTRY INC
$38.0M
CMCSACOMCAST CORP-CLASS A
$37.0M
AERAERCAP HOLDINGS NV
$37.0M
HPHELMERICH & PAYNE
$32.0M
DOWDOW INC
$27.0M
EWTISHARES MSCI TAIWAN ETF
$18.0M
DISWALT DISNEY CO/THE
$17.0M
AAALCOA CORP
$16.0M
LEALEAR CORP
$15.0M
MOMOHELLO GROUP INC -SPN ADR
$14.0M
SLMSLM CORP
$9.0M
PVHPVH CORP
$9.0M
BACBANK OF AMERICA CORP
$8.0M
GSGOLDMAN SACHS GROUP INC
$8.0M
WFCWELLS FARGO & CO
$6.0M
LDOSLEIDOS HOLDINGS INC
$6.0M
VIPSVIPSHOP HOLDINGS LTD - ADR
$6.0M
WHRWHIRLPOOL CORP
$6.0M
SABRSABRE CORP
$5.0M
GGENPACT LTD
$5.0M
NWLNEWELL BRANDS INC
$4.0M
TSNTYSON FOODS INC-CL A
$4.0M
MANMANPOWERGROUP INC
$3.0M
NYCBEURNEW YORK COMMUNITY BANCORP
$3.0M
ALAIR LEASE CORP
$2.0M
COPCONOCOPHILLIPS
$2.0M
RTXRTX CORP
$2.0M
WCCWESCO INTERNATIONAL INC
$2.0M
ALSALLSTATE CORP
$2.0M
COLBCOLUMBIA BANKING SYSTEM INC
$2.0M
AVTAVNET INC
$2.0M
MCHIISHARES MSCI CHINA ETF
$2.0M
CCCHEMOURS CO/THE
$2.0M
RNRRENAISSANCERE HOLDINGS LTD
$1.0M
COHRCOHERENT CORP
$1.0M
SIGSIGNET JEWELERS LTD
$1.0M
LLYELI LILLY & CO
$1.0M
TRSTRIMAS CORP
$1.0M
CVSCVS HEALTH CORP
$1.0M
LBTYALIBERTY GLOBAL LTD-A
$1.0M
HRIHERC HOLDINGS INC
$1.0M
TELTE CONNECTIVITY LTD
$1.0M
PBFPBF ENERGY INC-CLASS A
$1.0M
ABCBAMERIS BANCORP
$1.0M
IVZINVESCO LTD
$1.0M
CTSHCOGNIZANT TECH SOLUTIONS-A
$1.0M
AWCAMERICAN WATER WORKS CO INC
$1.0M
CRCCALIFORNIA RESOURCES CORP
$1.0M
EOGEOG RESOURCES INC
$1.0M
REZIRESIDEO TECHNOLOGIES INC
$1.0M
JPMJPMORGAN CHASE & CO
$1.0M
VSCOVICTORIA'S SECRET & CO
$1.0M
UGIUGI CORP
$1.0M
BRK/BBERKSHIRE HATHAWAY INC-CL B
$1.0M
IPGPIPG PHOTONICS CORP
$1.0M
ON1OLD NATIONAL BANCORP
$1.0M
ARWARROW ELECTRONICS INC
$934K
PIIPOLARIS INC
$925K
ICHRICHOR HOLDINGS LTD
$908K
EAFEURGRAFTECH INTERNATIONAL LTD
$903K
GGBGERDAU SA -SPON ADR
$903K
INGRINGREDION INC
$897K
LYBLYONDELLBASELL INDU-CL A
$885K
CA8ACACI INTERNATIONAL INC -CL A
$857K
OPLNOPENLANE INC
$849K
JDJD.COM INC-ADR
$831K
DOOREURMASONITE INTERNATIONAL CORP
$830K
CITHE CIGNA GROUP
$808K
KBIAKB FINANCIAL GROUP INC-ADR
$780K
DYHTARGET CORP
$771K
DLTRDOLLAR TREE INC
$748K
XOMEXXON MOBIL CORP
$725K
FTITECHNIPFMC PLC
$724K
DGDOLLAR GENERAL CORP
$722K
KELYAKELLY SERVICES INC -A
$714K
LCIILCI INDUSTRIES
$710K
LZBLA-Z-BOY INC
$692K
ACCOACCO BRANDS CORP
$690K
IFFINTL FLAVORS & FRAGRANCES
$687K
ETRENTERGY CORP
$686K
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