Mondrian Investment Partners LTD Q1 2021 Filing

Filed May 10, 2021

Portfolio Value

$4.7B

Holdings

120

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (120 positions)

StockValue
BIDUNBaidu ADR
$330.3M
TSMTaiwanSMC ADR
$259.7M
ATHMAutohome ADR
$251.6M
INFYInfosys ADR
$216.2M
WFCWells Fargo
$156.0M
JNJJohnson&Johnson
$134.7M
PEPPepsi
$134.4M
MSFTMicrosoft Corp
$133.8M
AMTAmerican Tower
$128.2M
ABXBarrick Gold US
$127.3M
CNCCentene
$125.0M
CLColgate
$124.4M
RBAGBPRitchie Bros
$117.7M
HCAHCA Healthcare
$114.3M
CSCOCisco Systems
$114.1M
MMSMaximus
$109.8M
BAPCredicorp Ltd
$109.3M
SRCLStericycle Inc
$108.8M
LHXL3Harris Tech
$107.3M
GOOGLAlphabet CL A
$100.3M
ITUBItauUniBanADR P
$94.7M
SPGIS&P Global
$87.3M
VVisa
$72.0M
SNYSanofi ADR
$68.7M
LYGLloyds Bank ADR
$64.7M
WATWaters Corp
$64.1M
CAECAE Inc
$63.6M
GSKGlaxo ADR
$62.3M
PGRProgressive
$60.4M
SANBSCH ADR
$59.8M
TAKTakeda PharmADR
$59.7M
HMCHonda Motor ADR
$59.2M
XOMExxon Mobil
$56.1M
NVSNNovartis ADR
$54.0M
SYFSynchrony Fin
$52.2M
DUKDuke Energy
$48.5M
BPBP Plc ADR
$47.4M
WPPWPP ADR
$46.4M
NYCBEURNew York Com BK
$44.9M
SONYSony ADR
$44.0M
ABBVAbbVie
$41.9M
EEni SpA ADR
$39.9M
ULTAUlta Beauty
$37.2M
PPLPPL Corp
$30.8M
ABJAABB Ltd ADR
$28.6M
RDS/ARoyal Dut A ADR
$25.1M
RDYDr Reddys ADR
$20.4M
ASXASE Tech ADR
$15.6M
DDominion Energy
$11.1M
MMM3M Co
$7.7M
CCMPCMC Materials
$5.9M
EAFEURGrafTech
$5.9M
ATROAstronics
$5.8M
AVTAvnet
$5.7M
MSMMSC Industrial
$5.7M
VSHVishay
$5.7M
IOSPInnospec
$5.7M
ROFK-Force
$5.6M
ENSEnerSys
$5.5M
PRGPROG Holdings
$5.4M
YUMCYum China
$5.4M
AVNTAvient Corp
$5.4M
GPKGraphic Packgng
$5.4M
TPICQTPI Composites
$5.3M
GEFGreif A
$5.1M
Landmark
$5.0M
IRMDiRadimed
$4.9M
PLOWDouglasDynamics
$4.8M
ECOLUS Ecology
$4.8M
OGEOGE Energy
$4.8M
AIRAAR
$4.7M
DOCUSDPhysicians REIT
$4.6M
PSNParsons
$4.5M
HCQAMN Healthcare
$4.3M
CMTLComtech
$4.2M
CWCurtiss-Wright
$4.2M
AMKRAmkor
$4.1M
MDC1USDM.D.C. Holdings
$4.1M
GMREUSDGlobal Medical
$4.1M
WNCWabash
$4.0M
MGRCMcGrath RentCrp
$3.9M
KNKnowles
$3.9M
HLIHoulihan Lokey
$3.8M
GLDDGreat Lakes D&D
$3.8M
PAXPatria Invest
$3.7M
GLT1EURGlatfelter
$3.7M
MCMoelis & Co
$3.7M
TKRTimken
$3.6M
SAICSAIC
$3.4M
BUSDBarnes
$3.3M
SUPNSupernus
$2.8M
MXLMaxLinear
$2.1M
ATRAptargroup
$2.0M
MAINMain Street Cap
$1.0M
QTS Realty
$1.0M
DEAEasterly Govt
$899K
EWYIshs MSCI SK
$867K
BABAAlibaba ADR
$710K
MUMicron Tech
$604K
ASHRXtrack CN-A ETF
$502K
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