CONFLUENCE INVESTMENT MANAGEMENT LLC Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$7.0B

Holdings

294

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (294 positions)

StockValue
SHOPShopify Inc.
$1.2M
NEMNewmont Mining Corp.
$1.2M
MH6ATokio Marine Holdings Inc.
$1.2M
Antofagasta plc
$1.1M
SLRCSLR Investment Corp.
$1.1M
MSDLMorgan Stanley Direct Lending
$1.1M
FNVFranco-Nevada Corp.
$1.1M
FQVLFFirst Quantum Minerals Ltd.
$1.1M
ITOCYITOCHU Corp.
$1.1M
NCDLNuveen Churchill Direct Lendin
$1.1M
BNPQYBNP Paribas S.A.
$1.1M
AGIAlamos Gold Inc.
$1.0M
SLViShares Silver Trust ETF
$1.0M
CCAPCrescent Capital BDC Inc.
$1.0M
NGLOYAmglo Am PLC ADR
$1.0M
SCCOSouthern Copper Corp.
$1.0M
LRLCYL'Oreal S.A.
$1.0M
RGLDRoyal Gold Inc.
$992K
U6ZUranium Energy Corp.
$988K
WPMWheaton Precious Metals Corp.
$968K
CHGCYChugai Pharms Co. Ltd.
$959K
MITSYMitsui & Co. Ltd.
$948K
IBMPiShares iBonds Dec 2027 Term M
$925K
VMCVulcan Materials Co.
$914K
ULUnilever plc
$899K
GLNCYGlencore plc
$894K
TTENTotalEnergies S.E.
$848K
EXEExpand Energy Corp.
$844K
HLNHaleon plc
$840K
ICLRICON plc
$821K
AXPAmerican Express Co.
$797K
DMLDenison Mines Corp.
$795K
XOMExxon Mobil Corp.
$793K
WMMVYWal-Mart de Mexico S.A.B. de C
$767K
KMTUYKomatsu Ltd.
$757K
ARAntero Resources Corp.
$752K
TRINTrinity Capital Inc.
$739K
RHHBYRoche Holding A.G.
$733K
LVMUYLVMH Moet Hennessy Louis Vuitt
$701K
NXENexGen Energy Ltd
$694K
FCXFreeport-McMoRan Inc.
$672K
KBDCKayne Anderson BDC
$664K
NVONovo Nordisk A.S.
$656K
CTRACoterra Energy Inc.
$654K
GFIGold Fields Ltd.
$645K
LUGLundin Gold Inc.
$641K
CCOCameco Corp.
$641K
CWCurtiss-Wright Corp.
$630K
LYSDYLynas Rare Earths Ltd.
$433K
Ramaco Resources Inc
$406K
JJSFJ & J Snack Foods Corp.
$385K
KBKB Financial Group Inc.
$379K
BABAAlibaba Group Holding Ltd.
$361K
TCEHYTencent Holdings Ltd.
$353K
MMYTMakeMyTrip Ltd.
$343K
JBSSJohn B Sanfilippo & Son Inc.
$330K
ICICI Bank Ltd.
$320K
PSBDPalmer Square Capital BDC Inc.
$316K
IAUiShares iBonds Dec 2025 Term M
$310K
BCICBCP Investment Corp.
$306K
MPMP Materials Corp.
$299K
MLB1MercadoLibre Inc.
$290K
SHGShinhan Financial Group Co. Lt
$286K
VISTVista Energy S.A.B. de C.V.
$285K
EADSYAirbus SE
$283K
GQ9SPDR Gold Shares ETF
$283K
KOFCoca-Cola Femsa S.A.B. de C.V.
$282K
NBISNebius Group N.V.
$269K
FMXFomento Economico Mexicano S.A
$260K
GBOOYGrupo Financiero Banorte S.A.B
$239K
JBSJBS N.V.
$238K
A4SAmeriprise Financial Inc.
$236K
HDBHDFC Bank Ltd.
$236K
ASXASE Technology Holding Co. Ltd
$235K
YUMCYum China Holdings Inc.
$233K
ZTOZTO Express Cayman Inc.
$233K
HTHTH World Group Ltd.
$232K
UI2Kemper Corp.
$230K
INFYInfosys Ltd.
$230K
BAPCredicorp Ltd.
$230K
BIDUNBaidu Inc.
$229K
CPACopa Holdings SA
$223K
JPMJPMorgan Chase & Co.
$216K
NVDANVIDIA Corp.
$213K
RDYDr Reddy's Laboratories Ltd.
$206K
COSTCostco Wholesale Corp.
$205K
VVisa Inc.
$200K
RWAYRunway Growth Finance Corp.
$185K
PNNTPennantPark Investment Corp.
$184K
VLRSControladora Vuela Cia de Avia
$177K
MSIFMSC Income Fund
$159K
LOWLowe's Co. Inc.
$151K
SPGIS&P Global Inc.
$144K
PTAIYPT Astra International Tbk
$132K
VALEVale S.A.
$120K
ECEcopetrol S.A.
$114K
ARCOArcos Dorados Holdings Inc.
$95K
ASAIYSendas Distribuidora S.A.
$93K
BROBrown & Brown Inc.
$71K
JBSSJohn B Sanfilippo & Son Inc.
$70K
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