Ninety One UK Ltd Q1 2016 Filing

Filed May 12, 2016

Portfolio Value

$18.5B

Holdings

303

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (303 positions)

#StockSharesValue% PortfolioType
101
CAHCARDINAL HEALTH INC
1,257,947$103.1M0.56%
102
IEXIDEX CORP
1,239,691$102.7M0.56%
103
GNRCGENERAC HOLDINGS INC
2,758,750$102.7M0.56%
104
CLCOLGATE-PALMOLIVE CO
1,431,593$101.1M0.55%
105
LUVSOUTHWEST AIRLINES CO
2,239,649$100.3M0.54%
106
TWENTY-FIRST CENTURY FOX INC
3,422,079$95.4M0.52%
107
ORCLORACLE CORP
2,263,310$92.6M0.50%
108
AMXNAMERICA MOVIL SAB DE CV
5,668$88.0M0.48%
109
SUNTRUST BANKS INC
2,403,931$86.7M0.47%
110
ALKALASKA AIR GROUP INC
1,014,421$83.2M0.45%
111
XOMEXXON MOBIL CORP
984,259$82.3M0.44%
112
ADPAUTOMATIC DATA PROCESSING INC
893,100$80.1M0.43%
113
MDMEDNAX INC
1,220,464$78.9M0.43%
114
MELLANOX TECHNOLOGIES LTD
1,434,438$77.9M0.42%
115
SYNASYNAPTICS INC
974,629$77.7M0.42%
116
AFGAMERICAN FINANCIAL GROUP INC/O
1,084,270$76.3M0.41%
117
CHECHEMED CORP
559,973$75.8M0.41%
118
ABEVAMBEV SA
14,621,876$75.7M0.41%
119
NEMNEWMONT MINING CORP
2,849,252$75.7M0.41%
120
DWDMORGAN STANLEY INTL LTD
3,018,153$75.5M0.41%
121
REYNOLDS AMERICAN INC
1,465,372$73.7M0.40%
122
BPOPPOPULAR INC
2,547,850$72.9M0.39%
123
UGRULTRAPAR PARTICIPACOES SA
3,736$72.0M0.39%
124
FDO.FMACY'S INC
1,545,516$68.1M0.37%
125
FLEXFLEXTRONICS INTERNATIONAL LTD
5,637,066$68.0M0.37%
126
FDSFACTSET RESEARCH SYSTEMS INC
438,244$66.4M0.36%
127
JOY GLOBAL INC
4,063,073$65.3M0.35%
128
WOOFOOT LOCKER INC
1,002,601$64.7M0.35%
129
LEALEAR CORP
565,151$62.8M0.34%
130
WRKUSDWESTROCK CO
1,582,050$61.7M0.33%
131
CRCCANADIAN NATURAL RESOURCES LTD
2,239,593$60.8M0.33%
132
BBYBEST BUY CO INC
1,869,098$60.6M0.33%
133
INTUINTUIT INC
573,896$59.7M0.32%
134
AMCXAMC NETWORKS INC
916,539$59.5M0.32%
135
FMXFOMENTO ECONOMICO MEXICANO SAB
617,991$59.5M0.32%
136
RRXREGAL-BELOIT CORP
882,798$55.7M0.30%
137
MANITOWOC FOODSERVICE INC
3,709,667$54.7M0.30%
138
CVXCHEVRON CORP
572,452$54.6M0.30%
139
SIMOSILICON MOTION TECHNOLOGY CORP
1,393,287$54.1M0.29%
140
HPHELMERICH & PAYNE INC
904,506$53.1M0.29%
141
BIGGQBIG LOTS INC
1,120,334$50.7M0.27%
142
VIV1USDTELEFONICA BRASIL SA
3,900$49.0M0.27%
143
SUXSYNNEX CORP
528,559$48.9M0.26%
144
NSYNICE-SYSTEMS LTD
750,514$48.6M0.26%
145
BBDBANCO BRADESCO SA
6,478,188$48.3M0.26%
146
WAFDWASHINGTON FEDERAL INC
2,052,930$46.5M0.25%
147
BACBANK OF AMERICA CORP
3,383,418$45.7M0.25%
148
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
726,556$45.6M0.25%
149
ABXBARRICK GOLD CORP
3,322,278$45.2M0.24%
150
AVPUSDAVON PRODUCTS INC
9,061,647$43.6M0.24%
151
PBVPRESTIGE BRANDS HOLDINGS INC
804,165$42.9M0.23%
152
NTRSNORTHERN TRUST CORP
650,069$42.4M0.23%
153
EOGEOG RESOURCES INC
558,838$40.6M0.22%
154
COPCONOCOPHILLIPS
952,154$38.3M0.21%
155
ITUBITAU UNIBANCO HOLDING SA
4,321,959$37.1M0.20%
156
ASRGRUPO AEROPORTUARIO DEL SUREST
242,583$36.4M0.20%
157
BAPCREDICORP LTD
269,804$35.3M0.19%
158
APCANADARKO PETROLEUM CORP
733,372$34.2M0.18%
159
SUSUNCOR ENERGY INC
1,202,423$33.6M0.18%
160
ONON SEMICONDUCTOR CORP
3,482,763$33.4M0.18%
161
CSANCOSAN LTD
6,761,170$33.3M0.18%
162
LEUCADIA NATIONAL CORP
1,991,945$32.2M0.17%
163
PSXPHILLIPS 66
367,505$31.8M0.17%
164
DEDEERE & CO
410,627$31.6M0.17%
165
VCVISTEON CORP
389,434$31.0M0.17%
166
COACH INC
772,926$31.0M0.17%
167
GAPGAP INC/THE
1,033,561$30.4M0.16%
168
PTENPATTERSON-UTI ENERGY INC
1,713,477$30.2M0.16%
169
CCCHEMOURS CO/THE
4,266$30.0M0.16%
170
LNCLINCOLN NATIONAL CORP
749,042$29.4M0.16%
171
NBL2EURNOBLE ENERGY INC
904,751$28.4M0.15%
172
ITWILLINOIS TOOL WORKS INC
270,147$27.7M0.15%
173
TIME INC
1,747,023$27.0M0.15%
174
CCLCARNIVAL CORP
504,810$26.6M0.14%
175
SLBSCHLUMBERGER LTD
349,168$25.8M0.14%
176
AEMAGNICO EAGLE MINES LTD
669,325$24.3M0.13%
177
MRO*MARATHON OIL CORP
2,151,322$24.0M0.13%
178
STNGSCORPIO TANKERS INC
3,919,443$22.9M0.12%
179
TSMTAIWAN SEMICONDUCTOR MANUFACTU
861,026$22.6M0.12%
180
JAZZJAZZ PHARMACEUTICALS PLC
171,769$22.4M0.12%
181
HALHALLIBURTON CO
624,419$22.3M0.12%
182
KGCKINROSS GOLD CORP
6,444,988$22.0M0.12%
183
NKENIKE INC
356,633$21.9M0.12%
184
ISCAUSDINTERNATIONAL SPEEDWAY CORP
587,222$21.7M0.12%
185
FQIDIGITAL REALTY TRUST INC
234,100$20.7M0.11%
186
PAASPAN AMERICAN SILVER CORP
1,864,975$20.3M0.11%
187
STAPLES INC
1,751,704$19.3M0.10%
188
BKBANK OF NEW YORK MELLON CORP
515,883$19.0M0.10%
189
SPGSIMON PROPERTY GROUP INC
91,157$18.9M0.10%
190
MARKET VECTORS GOLD MINERS ETF
927,472$18.5M0.10%
191
WMTWAL-MART STORES INC
267,847$18.3M0.10%
192
GEGENERAL ELECTRIC CO
575,235$18.3M0.10%
193
TXTERNIUM SA
1,012,925$18.2M0.10%
194
MSIMOTOROLA SOLUTIONS INC
237,952$18.0M0.10%
195
LQDISHARES IBOXX $ INVESTMENT GRA
155$18.0M0.10%
196
TWXCHFTIME WARNER INC
245,412$17.8M0.10%
197
MRSHMARSH & MCLENNAN COS INC
292,314$17.8M0.10%
198
FNVFRANCO-NEVADA CORP
286,433$17.7M0.10%
199
BKRBAKER HUGHES INC
400,440$17.6M0.09%
200
PLDPROLOGIS INC
393,200$17.4M0.09%
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