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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT (Amended)

Mondrian Investment Partners LTD

Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001317724-25-000003

Total Value
$6.05B
Positions
101
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (101)

#IssuerTicker / CUSIPSharesValue% of Filing
1TC Energy (CA)TRPRF4,183,645$274.0M4.53%
2Sony ADRSNEJF10,138,119$223.0M3.69%
3Lloyds Bank ADRLLOBF72,734,284$221.8M3.67%
4BSCH ADRBCDRF43,507,371$221.5M3.66%
5GSK PLC ADRGLAXF5,838,384$205.9M3.40%
6Philips ADRRYLPF7,135,066$196.8M3.25%
7Sanofi ADRSNYNF3,453,122$187.6M3.10%
8BATS ADR1104481074,686,665$185.8M3.07%
9Charles SchwabSCHW-PJ1,987,931$164.4M2.72%
10Meta PlatformsMETA225,272$155.3M2.57%
11BP Plc ADRBPPFF4,908,202$152.4M2.52%
12Wells Fargo9497461011,887,772$148.8M2.46%
13Alphabet CL AGOOG689,888$140.8M2.33%
14Texas Instrum882508104749,188$138.3M2.29%
15CDW CorpCDW693,175$138.0M2.28%
16WPP ADRWPPGF2,865,925$136.1M2.25%
17AutolivIncALV1,378,636$133.3M2.20%
18Petrobras ADR71654V4089,346,453$132.8M2.20%
19DuPontDD1,660,182$127.5M2.11%
20Honda Motor ADRHNDAF4,507,879$126.2M2.09%
21Yum China USYUMC2,698,996$124.8M2.06%
22UnitedHealthUNH229,711$124.6M2.06%
23SyscoSYY1,699,504$123.9M2.05%
24Microsoft CorpMSFT286,174$118.8M1.96%
25HCA HealthcareHCA358,005$118.1M1.95%
26McDonaldsMCD405,445$117.1M1.93%
27MerckMRK1,154,467$114.1M1.89%
28KenvueKVUE5,319,087$113.2M1.87%
29Shell ADRRYDAF1,663,880$109.6M1.81%
30Vale SA ADRVALE11,754,809$109.2M1.80%
31LabCorpLH413,450$103.3M1.71%
32PrologisPLDGP840,390$100.2M1.66%
33Credicorp LtdBAP504,651$92.4M1.53%
34BONY064058100971,241$83.5M1.38%
35Autohome ADRATHM2,958,651$82.9M1.37%
36Barrick Gold US0679011085,057,342$82.8M1.37%
37Exxon MobilXOM734,358$78.5M1.30%
38L3Harris TechLHX370,006$78.4M1.30%
39Dollar TreeDLTR1,051,756$77.1M1.28%
40NNN REITNNN1,835,889$72.3M1.20%
41TaiwanSMC ADR874039100339,799$71.1M1.18%
42Novartis ADRNVSEF658,003$68.9M1.14%
43HDFC Bank ADRHDB1,043,444$63.3M1.05%
44Thermo FisherTMO87,149$52.1M0.86%
45Baidu ADRBAIDF548,911$49.7M0.82%
46SQM ADR8336351051,044,568$41.3M0.68%
47KT Corp ADRKT2,084,225$36.1M0.60%
48Micron TechMU357,645$32.6M0.54%
49Ishs MSCI Saudi46434V423679,541$28.7M0.47%
50ItauUniBanADR P4655621064,229,017$24.5M0.41%
51AmazonAMZN106,140$23.3M0.38%
52Kaspi ADR48581R205242,415$23.1M0.38%
53South Bow (CA)SOBO655,258$22.8M0.38%
54WorkdayWDAY60,029$15.7M0.26%
55VangrdFTSEETF921943858187,243$9.4M0.15%
56Chunghwa ADRCHT236,641$9.2M0.15%
57Dr Reddys ADR256135203648,813$9.0M0.15%
58SalesforceCRM20,722$7.1M0.12%
59iShs MSCI EAFE46428746562,911$5.0M0.08%
60Infosys ADRINFY129,158$2.8M0.05%
61Eversource EnES34,059$2.0M0.03%
62CSX CorpCSX53,503$1.8M0.03%
63Waters9418481033,919$1.6M0.03%
64Bank Of America06050510430,907$1.4M0.02%
65AmericanTwrREIT03027X1007,641$1.4M0.02%
66Ulta BeautyULTA3,323$1.4M0.02%
67Edison Intl28102010720,421$1.1M0.02%
68Lamb WestonLW14,961$999,8440.02%
69Qualcomm IncQCOM5,402$934,1680.02%
70AbbVieABBV5,191$922,4410.02%
71EOG ResourcesEOG6,810$856,6300.01%
72Fidelity NIS31620M10610,506$855,9240.01%
73Stanley B&DSWK7,664$674,9680.01%
74Electronic ArtsEA4,003$492,0090.01%
75Yum China HKYUMC1,250$441,2500.01%
76Dollar General2566771054,203$298,6650.00%
77Ishs MSCI SK4642867724,964$267,9070.00%
78Laureate EduLAUR11,709$219,1920.00%
79Alibaba ADRBBAAY2,051$202,7210.00%
80Patria InvestPAX16,451$195,6020.00%
81Enel Chile ADRENIC64,208$195,1920.00%
82Xtrack CN-A ETF2330518796,021$156,5460.00%
83GPO Aero PacADR400506101638$118,2530.00%
84Shinhan ADRSHG3,249$113,7800.00%
85VangrdFTSEAW9220427751,508$89,5140.00%
86Enbridge IncENNPF1,261$79,2540.00%
87ICICI Bank ADRIBN2,635$75,5450.00%
88TotalEne ADRTTE1,285$74,5690.00%
89Norfolk South655844108283$72,2500.00%
90B2GoldBTG18,534$65,0540.00%
91ASE Tech ADRASX5,218$52,9630.00%
92Ishs MSCI UAE46434V7612,848$48,5010.00%
93TelkomIndon ADR7156841062,813$45,0640.00%
94Ambev ADRABEV20,810$38,4990.00%
95Unilever ADR AMUNLYF660$37,8710.00%
96Bank NovaScotia064149107457$33,9830.00%
97Takeda PharmADRTKPHF1,542$20,0460.00%
98Open TextOTEX238$10,1770.00%
99Eni SpA ADR26874R108338$9,5070.00%
100Quanex Building747619104275$5,7750.00%
101CenteneCNC32$2,0490.00%