Mondrian Investment Partners LTD Q2 2021 Filing

Filed July 30, 2021

Portfolio Value

$5.2B

Holdings

123

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (123 positions)

StockValue
BIDUNBaidu ADR
$379.3M
TSMTaiwanSMC ADR
$260.4M
ATHMAutohome ADR
$226.3M
BAPCredicorp Ltd
$219.9M
INFYInfosys ADR
$207.2M
WFCWells Fargo
$189.8M
CNCCentene
$180.0M
MSFTMicrosoft Corp
$174.9M
PEPPepsi
$169.2M
JNJJohnson&Johnson
$165.4M
AMTAmerican Tower
$152.4M
CLColgate
$151.9M
HCAHCA Healthcare
$144.0M
LHXL3Harris Tech
$134.9M
MMSMaximus
$127.6M
PGRProgressive
$126.0M
SRCLStericycle Inc
$124.5M
ABXBarrick Gold US
$118.7M
CSCOCisco Systems
$117.6M
SPGIS&P Global
$112.0M
RBAGBPRitchie Bros
$107.4M
ITUBItauUniBanADR P
$106.8M
VVisa
$87.8M
SNYSanofi ADR
$69.1M
GSKGlaxo ADR
$66.4M
LYGLloyds Bank ADR
$66.2M
XOMExxon Mobil
$63.9M
HMCHonda Motor ADR
$63.2M
TAKTakeda PharmADR
$63.0M
SANBSCH ADR
$61.4M
ULTAUlta Beauty
$61.2M
NVSNNovartis ADR
$57.8M
ABBVAbbVie
$51.4M
NYCBEURNew York Com BK
$50.2M
BPBP Plc ADR
$49.8M
SABRSabre Corp
$46.9M
DUKDuke Energy
$46.8M
WPPWPP ADR
$46.6M
SYFSynchrony Fin
$43.5M
SONYSony ADR
$42.7M
EEni SpA ADR
$40.8M
CAECAE Inc
$31.3M
RDS/ARoyal Dut A ADR
$26.7M
RDYDr Reddys ADR
$21.7M
ABJAABB Ltd ADR
$19.9M
ASXASE Tech ADR
$13.4M
MMM3M Co
$7.8M
PAXPatria Invest
$5.9M
ENSEnerSys
$5.9M
WATWaters Corp
$5.6M
IOSPInnospec
$5.3M
HCQAMN Healthcare
$5.3M
IRMDiRadimed
$5.2M
GPKGraphic Packgng
$5.2M
VSHVishay
$5.2M
AVTAvnet
$5.2M
PRGPROG Holdings
$5.1M
DDominion Energy
$5.0M
CCMPCMC Materials
$4.8M
AMKRAmkor
$4.8M
OGEOGE Energy
$4.8M
TPICQTPI Composites
$4.8M
EAFEURGrafTech
$4.8M
GEFGreif A
$4.8M
HLIHoulihan Lokey
$4.7M
YUMCYum China
$4.7M
MSMMSC Industrial
$4.7M
ROFK-Force
$4.6M
DOCUSDPhysicians REIT
$4.5M
PLOWDouglasDynamics
$4.4M
AVNTAvient Corp
$4.3M
CMTLComtech
$4.3M
ECOLUS Ecology
$4.2M
GMREUSDGlobal Medical
$4.2M
PSNParsons
$4.0M
MGRCMcGrath RentCrp
$3.9M
CWCurtiss-Wright
$3.9M
MCMoelis & Co
$3.9M
AIRAAR
$3.7M
KNKnowles
$3.7M
WNCWabash
$3.6M
GLDDGreat Lakes D&D
$3.6M
MDC1USDM.D.C. Holdings
$3.5M
GLT1EURGlatfelter
$3.5M
FMFFormFactor
$3.5M
TKRTimken
$3.5M
AEISAdvanced Energy
$3.4M
COHUCohu
$3.4M
BUSDBarnes
$3.4M
SAICSAIC
$3.3M
ATROAstronics
$3.1M
WF2Wintrust
$2.9M
SUPNSupernus
$2.9M
UMPQUSDUmpqua
$2.9M
MXLMaxLinear
$2.5M
MAINMain Street Cap
$2.1M
Landmark
$999K
EWYIshs MSCI SK
$892K
DEAEasterly Govt
$885K
BABAAlibaba ADR
$698K
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