Ninety One UK Ltd Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$25.7T

Holdings

235

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (235 positions)

#StockSharesValue% PortfolioType
101
GLPIGAMING AND LEISURE PROPERTIES
2,023,861$77.4M0.00%
102
LEALEAR CORP
654,591$77.2M0.00%
103
GMEDGLOBUS MEDICAL INC
1,430,932$73.1M0.00%
104
SSRMSSR MINING INC
4,838,360$70.3M0.00%
105
FNVFRANCO-NEVADA CORP
728,044$66.4M0.00%
106
PAASPAN AMERICAN SILVER CORP
4,091,953$64.2M0.00%
107
AXPAMERICAN EXPRESS CO
525,580$62.2M0.00%
108
LRCXEURLAM RESEARCH CORP
257,065$59.4M0.00%
109
REZIRESIDEO TECHNOLOGIES INC
4,102,610$58.9M0.00%
110
DXCDXC TECHNOLOGY CO
1,906,715$56.2M0.00%
111
CIBEURBANCOLOMBIA SA
1,040,935$51.5M0.00%
112
STAYUSDESH HOSPITALITY INC
3,505,296$51.3M0.00%
113
ABEVAMBEV SA
10,665,861$49.3M0.00%
114
STNGSCORPIO TANKERS INC
1,652,622$49.2M0.00%
115
LNCLINCOLN NATIONAL CORP
751,445$45.3M0.00%
116
ADPAUTOMATIC DATA PROCESSING INC
278,541$45.0M0.00%
117
PGPROCTER & GAMBLE CO/THE
359,485$44.7M0.00%
118
NMI1EURKIRKLAND LAKE GOLD LTD
952,717$42.7M0.00%
119
DWDMORGAN STANLEY INTL LTD
990,550$42.3M0.00%
120
BTOB2GOLD CORP
12,950,436$42.2M0.00%
121
RRCRANGE RESOURCES CORP
10,577,726$40.4M0.00%
122
HN9HANESBRANDS INC
2,617,031$40.1M0.00%
123
FQIDIGITAL REALTY TRUST INC
307,938$40.0M0.00%
124
DEDEERE & CO
236,552$39.9M0.00%
125
ROKROCKWELL AUTOMATION INC
233,531$38.5M0.00%
126
MFS1EURWELBILT INC
2,089,088$35.2M0.00%
127
KGCKINROSS GOLD CORP
7,039,334$32.4M0.00%
128
NEMNEWMONT MINING CORP
842,628$32.0M0.00%
129
PSLV/USPROTT PHYSICAL SILVER TRUST
4,906,448$30.6M0.00%
130
GOOGALPHABET INC
23,679$28.9M0.00%
131
ACGLARCH CAPITAL GROUP LTD
665,394$27.9M0.00%
132
MCKMCKESSON CORP
203,297$27.8M0.00%
133
ESNTESSENT GROUP LTD
563,637$26.9M0.00%
134
DHIDR HORTON INC
508,831$26.8M0.00%
135
ITUBITAU UNIBANCO HOLDING SA
3,157,766$26.6M0.00%
136
SPGSIMON PROPERTY GROUP INC
168,300$26.2M0.00%
137
MTGMGIC INVESTMENT CORP
2,057,315$25.9M0.00%
138
COPCONOCOPHILLIPS
452,443$25.8M0.00%
139
NTRSNORTHERN TRUST CORP
268,267$25.0M0.00%
140
BRBROADRIDGE FINANCIAL SOLUTIONS
197,681$24.6M0.00%
141
KBHKB HOME
707,980$24.1M0.00%
142
TXTERNIUM SA
1,234,053$23.7M0.00%
143
XOMEXXON MOBIL CORP
330,411$23.3M0.00%
144
TRVTRAVELERS COS INC/THE
155,772$23.2M0.00%
145
ANAUTONATION INC
443,867$22.5M0.00%
146
TPRTAPESTRY INC
861,956$22.5M0.00%
147
NOCNORTHROP GRUMMAN CORP
58,946$22.1M0.00%
148
WHWYNDHAM HOTELS & RESORTS INC
426,891$22.1M0.00%
149
AOSAO SMITH CORP
462,853$22.1M0.00%
150
TMHCTAYLOR MORRISON HOME CORP
838,274$21.7M0.00%
151
INDAISHARES MSCI INDIA ETF
645,076$21.7M0.00%
152
RGAREINSURANCE GROUP OF AMERICA I
135,074$21.6M0.00%
153
HDHOME DEPOT INC/THE
92,709$21.5M0.00%
154
PHMPULTEGROUP INC
579,053$21.2M0.00%
155
LENLENNAR CORP
371,757$20.8M0.00%
156
PVG1EURPRETIUM RESOURCES INC
1,758,423$20.3M0.00%
157
HASHASBRO INC
168,265$20.0M0.00%
158
FFIVF5 NETWORKS INC
139,839$19.6M0.00%
159
TPHTRI POINTE GROUP INC
1,270,041$19.1M0.00%
160
NVRNVR INC
5,131$19.1M0.00%
161
CHRWCH ROBINSON WORLDWIDE INC
223,652$19.0M0.00%
162
SILGLOBAL X SILVER MINERS ETF
666,250$18.7M0.00%
163
GDXVANECK VECTORS GOLD MINERS ETF
676,874$18.1M0.00%
164
W3UWESTERN UNION CO/THE
778,595$18.0M0.00%
165
CARSCARS.COM INC
2,005,784$18.0M0.00%
166
PSXPHILLIPS 66
168,892$17.3M0.00%
167
ECLECOLAB INC
84,781$16.8M0.00%
168
LSTRLANDSTAR SYSTEM INC
147,387$16.6M0.00%
169
LMTLOCKHEED MARTIN CORP
42,120$16.4M0.00%
170
ORLYO'REILLY AUTOMOTIVE INC
40,562$16.2M0.00%
171
MPCMARATHON PETROLEUM CORP
265,878$16.2M0.00%
172
AG8AGILENT TECHNOLOGIES INC
207,231$15.9M0.00%
173
SYKSTRYKER CORP
72,063$15.6M0.00%
174
MHKMOHAWK INDUSTRIES INC
119,026$14.8M0.00%
175
DGDOLLAR GENERAL CORP
90,778$14.4M0.00%
176
AGIALAMOS GOLD INC
2,446,227$14.2M0.00%
177
TJXTJX COS INC/THE
254,880$14.2M0.00%
178
VENVENTAS INC
194,483$14.2M0.00%
179
JKHYJACK HENRY & ASSOCIATES INC
96,278$14.1M0.00%
180
NBL2EURNOBLE ENERGY INC
619,265$13.9M0.00%
181
INGRINGREDION INC
169,708$13.9M0.00%
182
EWYISHARES MSCI SOUTH KOREA ETF
222,311$12.5M0.00%
183
BENFRANKLIN RESOURCES INC
428,384$12.4M0.00%
184
DISWALT DISNEY CO/THE
93,528$12.2M0.00%
185
TPLUSDTEXAS PACIFIC LAND TRUST
18,679$12.1M0.00%
186
ZTSZOETIS INC
94,356$11.8M0.00%
187
RGLDRoyal Gold Inc
93,400$11.5M0.00%
188
VFCVF CORP
129,200$11.5M0.00%
189
HDBHDFC BANK LTD
195,918$11.2M0.00%
190
SBUXSTARBUCKS CORP
123,072$10.9M0.00%
191
CDECOEUR MINING INC
2,236,220$10.8M0.00%
192
NEENEXTERA ENERGY INC
44,682$10.4M0.00%
193
EWTISHARES MSCI TAIWAN ETF
281,224$10.2M0.00%
194
HPHELMERICH & PAYNE INC
244,613$9.8M0.00%
195
WMWASTE MANAGEMENT INC
84,157$9.7M0.00%
196
MNSTMONSTER BEVERAGE CORP
158,437$9.2M0.00%
197
PLDPROLOGIS INC
106,400$9.1M0.00%
198
GLREGREENLIGHT CAPITAL RE LTD
833,577$8.8M0.00%
199
CTRACABOT OIL & GAS CORP
460,356$8.1M0.00%
200
MSCIMSCI INC
36,765$8.0M0.00%
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