Ninety One UK Ltd Q2 2016 Filing

Filed August 12, 2016

Portfolio Value

$19.3T

Holdings

291

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (291 positions)

#StockSharesValue% PortfolioType
101
CXCEMEX SAB DE CV
16,372$101.0M0.00%
102
NEMNEWMONT MINING CORP
2,581,282$101.0M0.00%
103
MYLAN NV
2,297,931$99.4M0.00%
104
SUNTRUST BANKS INC
2,392,942$98.3M0.00%
105
GNRCGENERAC HOLDINGS INC
2,731,629$95.5M0.00%
106
TWENTY-FIRST CENTURY FOX INC
3,465,993$93.8M0.00%
107
ORCLORACLE CORP
2,290,174$93.7M0.00%
108
MANITOWOC FOODSERVICE INC
5,008,009$88.2M0.00%
109
LUVSOUTHWEST AIRLINES CO
2,222,281$87.1M0.00%
110
UGRULTRAPAR PARTICIPACOES SA
3,887$86.0M0.00%
111
ABEVAMBEV SA
14,449,358$85.4M0.00%
112
SIGSIGNET JEWELERS LTD
1,030,603$84.9M0.00%
113
FLEXFLEXTRONICS INTERNATIONAL LTD
7,026,344$82.9M0.00%
114
BBYBEST BUY CO INC
2,625,891$80.4M0.00%
115
VOYAVOYA FINANCIAL INC
3,230,542$80.0M0.00%
116
AFGAMERICAN FINANCIAL GROUP INC/O
1,079,634$79.8M0.00%
117
MDMEDNAX INC
1,236,657$79.5M0.00%
118
DWDMORGAN STANLEY INTL LTD
3,004,711$78.1M0.00%
119
REYNOLDS AMERICAN INC
1,399,740$75.5M0.00%
120
CHECHEMED CORP
551,160$75.1M0.00%
121
XOMEXXON MOBIL CORP
794,148$74.4M0.00%
122
BPOPPOPULAR INC
2,523,214$73.9M0.00%
123
FDSFACTSET RESEARCH SYSTEMS INC
437,729$70.7M0.00%
124
YPFYPF SA
3,593$69.0M0.00%
125
CRCCANADIAN NATURAL RESOURCES LTD
2,234,089$68.6M0.00%
126
MELLANOX TECHNOLOGIES LTD
1,412,412$67.7M0.00%
127
EDUNEW ORIENTAL EDUCATION & TECHN
1,609,176$67.4M0.00%
128
VACMARRIOTT VACATIONS WORLDWIDE C
1,058,614$64.8M0.00%
129
INTUINTUIT INC
574,004$64.1M0.00%
130
WRKUSDWESTROCK CO
1,569,734$61.0M0.00%
131
HPHELMERICH & PAYNE INC
900,032$60.4M0.00%
132
MICHAEL KORS HOLDINGS LTD
1,204,562$59.6M0.00%
133
ALKALASKA AIR GROUP INC
1,008,092$58.8M0.00%
134
FMXFOMENTO ECONOMICO MEXICANO SAB
617,579$57.1M0.00%
135
SIMOSILICON MOTION TECHNOLOGY CORP
1,187,603$56.8M0.00%
136
LEALEAR CORP
552,915$56.3M0.00%
137
JOY GLOBAL INC
2,656,280$56.2M0.00%
138
BBDBANCO BRADESCO SA
7,178,940$56.1M0.00%
139
2362120DSINCLAIR BROADCAST GROUP INC
1,874,051$56.0M0.00%
140
DEDEERE & CO
688,139$55.8M0.00%
141
AMCXAMC NETWORKS INC
912,417$55.1M0.00%
142
BACBANK OF AMERICA CORP
4,145,537$55.0M0.00%
143
BIGGQBIG LOTS INC
1,089,986$54.6M0.00%
144
ABXBARRICK GOLD CORP
2,534,656$54.0M0.00%
145
THOTHOR INDUSTRIES INC
799,991$51.8M0.00%
146
SLBSCHLUMBERGER LTD
647,738$51.2M0.00%
147
SUSUNCOR ENERGY INC
1,825,132$50.4M0.00%
148
WAFDWASHINGTON FEDERAL INC
2,013,417$48.8M0.00%
149
RRXREGAL-BELOIT CORP
877,307$48.3M0.00%
150
EOGEOG RESOURCES INC
577,837$48.2M0.00%
151
BAPCREDICORP LTD
308,304$47.6M0.00%
152
AXPAMERICAN EXPRESS CO
782,088$47.5M0.00%
153
NSYNICE-SYSTEMS LTD
737,293$47.1M0.00%
154
LEUCADIA NATIONAL CORP
2,603,436$45.1M0.00%
155
PBVPRESTIGE BRANDS HOLDINGS INC
799,272$44.3M0.00%
156
COPCONOCOPHILLIPS
983,696$42.9M0.00%
157
HALHALLIBURTON CO
939,043$42.5M0.00%
158
NTRSNORTHERN TRUST CORP
637,591$42.2M0.00%
159
COACH INC
1,028,388$41.9M0.00%
160
CAHCARDINAL HEALTH INC
562,817$41.6M0.00%
161
APCANADARKO PETROLEUM CORP
772,877$41.2M0.00%
162
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
718,958$41.2M0.00%
163
CSANCOSAN LTD
6,050,401$39.4M0.00%
164
ASRGRUPO AEROPORTUARIO DEL SUREST
240,718$38.4M0.00%
165
AEMAGNICO EAGLE MINES LTD
668,077$35.6M0.00%
166
MRO*MARATHON OIL CORP
2,301,011$34.5M0.00%
167
FDO.FMACY'S INC
999,772$33.6M0.00%
168
NBL2EURNOBLE ENERGY INC
930,963$33.4M0.00%
169
B/E AEROSPACE INC
721,146$33.3M0.00%
170
PAASPAN AMERICAN SILVER CORP
1,864,975$30.7M0.00%
171
ONON SEMICONDUCTOR CORP
3,426,700$30.2M0.00%
172
AVPUSDAVON PRODUCTS INC
7,659,417$29.0M0.00%
173
MANITOWOC CO INC/THE
5,264,771$28.7M0.00%
174
LNCLINCOLN NATIONAL CORP
737,377$28.6M0.00%
175
TIME INC
1,719,714$28.3M0.00%
176
ITWILLINOIS TOOL WORKS INC
266,034$27.7M0.00%
177
TSMTAIWAN SEMICONDUCTOR MANUFACTU
1,039,026$27.3M0.00%
178
SPGSIMON PROPERTY GROUP INC
121,957$26.5M0.00%
179
SILVER STANDARD RESOURCES INC
2,012,329$26.1M0.00%
180
GDXVANECK VECTORS GOLD MINERS ETF
927,472$25.7M0.00%
181
TWXCHFTIME WARNER INC
346,605$25.5M0.00%
182
FQIDIGITAL REALTY TRUST INC
233,400$25.4M0.00%
183
VCVISTEON CORP
383,354$25.2M0.00%
184
ENERSIS SA
2,929,898$25.1M0.00%
185
CVXCHEVRON CORP
235,035$24.6M0.00%
186
TAHOE RESOURCES INC
1,648,283$24.6M0.00%
187
RGLDRoyal Gold Inc
335,401$24.2M0.00%
188
JAZZJAZZ PHARMACEUTICALS PLC
169,769$24.0M0.00%
189
PXDEURPIONEER NATURAL RESOURCES CO
143,656$21.7M0.00%
190
PTENPATTERSON-UTI ENERGY INC
995,864$21.2M0.00%
191
CHINA BIOLOGIC PRODUCTS INC
196,552$20.9M0.00%
192
YRIYAMANA GOLD INC
3,744,903$19.5M0.00%
193
PLDPROLOGIS INC
396,400$19.4M0.00%
194
MRSHMARSH & MCLENNAN COS INC
282,604$19.3M0.00%
195
WMTWAL-MART STORES INC
262,899$19.2M0.00%
196
TXTERNIUM SA
1,001,799$19.1M0.00%
197
LQDISHARES IBOXX $ INVESTMENT GRA
155$19.0M0.00%
198
ITUBITAU UNIBANCO HOLDING SA
1,999,923$18.9M0.00%
199
XECEURCIMAREX ENERGY CO
151,974$18.1M0.00%
200
GEGENERAL ELECTRIC CO
556,013$17.5M0.00%
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