Ninety One North America, Inc. Q1 2018 Filing

Filed May 15, 2018

Portfolio Value

$1.3T

Holdings

113

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (113 positions)

#StockSharesValue% PortfolioType
101
AMCXAMC NETWORKS INC
25,323$1.3B0.10%
102
OCOWENS CORNING
16,071$1.3B0.10%
103
WCCWESCO INTERNATIONAL INC
18,945$1.2B0.09%
104
RDNRADIAN GROUP INC
61,660$1.2B0.09%
105
GSGOLDMAN SACHS GROUP INC/THE
4,592$1.2B0.09%
106
GNRCGENERAC HOLDINGS INC
21,797$1.0B0.08%
107
RITMNEW RESIDENTIAL INVESTMENT COR
60,654$998.0M0.08%
108
CRCCANADIAN NATURAL RESOURCES LTD
31,705$996.0M0.08%
109
FNFFNF GROUP
23,468$939.0M0.07%
110
SPGSIMON PROPERTY GROUP INC
3,900$602.0M0.05%
111
BUDANHEUSER-BUSCH INBEV SA/NV
4,800$528.0M0.04%
112
STNGSCORPIO TANKERS INC
255,275$500.0M0.04%
113
NTESNETEASE INC
1,070$300.0M0.02%
PreviousPage 2 of 2