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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

Mondrian Investment Partners LTD

Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001317724-25-000005

Total Value
$5.85B
Positions
99
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (99)

#IssuerTicker / CUSIPSharesValue% of Filing
1BSCH ADRBCDRF38,115,296$255.4M4.37%
2Lloyds Bank ADRLLOBF66,050,307$252.3M4.32%
3Sony ADRSNEJF9,854,963$246.4M4.21%
4TC Energy (CA)TRPRF3,505,260$238.2M4.07%
5BATS ADR1104481075,461,619$225.9M3.86%
6GSK PLC ADRGLAXF5,821,273$225.5M3.86%
7Sanofi ADRSNYNF3,442,690$190.9M3.27%
8Philips ADRRYLPF7,111,484$180.6M3.09%
9BP Plc ADRBPPFF4,900,272$165.6M2.83%
10Wells Fargo9497461012,055,004$147.5M2.52%
11Charles SchwabSCHW-PJ1,868,430$146.3M2.50%
12SyscoSYY1,874,125$140.6M2.41%
13Texas Instrum882508104754,199$135.5M2.32%
14Petrobras ADR71654V4089,255,391$132.7M2.27%
15Alphabet CL AGOOG839,179$129.8M2.22%
16MerckMRK1,433,392$128.7M2.20%
17DuPontDD1,642,315$122.6M2.10%
18HCA HealthcareHCA354,638$122.5M2.10%
19CDW CorpCDW762,624$122.2M2.09%
20Honda Motor ADRHNDAF4,500,836$121.5M2.08%
21Shell ADRRYDAF1,655,018$121.3M2.07%
22AutolivIncALV1,351,465$119.5M2.04%
23Meta PlatformsMETA206,808$119.2M2.04%
24UnitedHealthUNH227,338$119.1M2.04%
25Vale SA ADRVALE11,569,197$115.5M1.97%
26McDonaldsMCD360,687$112.7M1.93%
27Microsoft CorpMSFT289,503$108.7M1.86%
28KenvueKVUE4,471,693$107.2M1.83%
29Thermo FisherTMO214,506$106.7M1.83%
30WPP ADRWPPGF2,634,181$100.0M1.71%
31Barrick Gold US0679011085,004,341$97.3M1.66%
32Credicorp LtdBAP491,483$91.5M1.56%
33PrologisPLDGP807,273$90.2M1.54%
34Exxon MobilXOM725,095$86.2M1.47%
35BONY0640581001,008,568$84.6M1.45%
36Dollar TreeDLTR1,037,790$77.9M1.33%
37NNN REITNNN1,811,191$77.2M1.32%
38L3Harris TechLHX363,544$76.1M1.30%
39Baidu ADRBAIDF777,534$71.6M1.22%
40HDFC Bank ADRHDB1,057,182$70.2M1.20%
41LabCorpLH270,068$62.9M1.07%
42Autohome ADRATHM2,115,874$58.7M1.00%
43TaiwanSMC ADR874039100335,675$55.7M0.95%
44Micron TechMU507,751$44.1M0.75%
45KT Corp ADRKT2,039,513$36.1M0.62%
46Ishs MSCI Saudi46434V423679,683$28.1M0.48%
47ItauUniBanADR P4655621064,603,099$25.3M0.43%
48Kaspi ADR48581R205240,051$22.3M0.38%
49Novartis ADRNVSEF189,861$21.2M0.36%
50South Bow (CA)SOBO560,199$20.6M0.35%
51iShs MSCI EAFE464287465243,915$19.9M0.34%
52WorkdayWDAY78,074$18.2M0.31%
53VangrdFTSEETF921943858187,662$9.5M0.16%
54Dr Reddys ADR256135203644,794$8.5M0.15%
55Chunghwa ADRCHT201,153$7.9M0.13%
56SalesforceCRM20,722$5.6M0.10%
57Infosys ADRINFY129,158$2.4M0.04%
58Eversource EnES31,393$1.9M0.03%
59CSX CorpCSX53,290$1.6M0.03%
60Bank Of America06050510433,153$1.4M0.02%
61Waters9418481033,617$1.3M0.02%
62AmericanTwrREIT03027X1005,159$1.1M0.02%
63Ulta BeautyULTA2,939$1.1M0.02%
64Edison Intl28102010718,260$1.1M0.02%
65EOG ResourcesEOG6,029$773,1590.01%
66Qualcomm IncQCOM4,819$740,2470.01%
67Fidelity NIS31620M1069,280$693,0300.01%
68Electronic ArtsEA4,003$578,5140.01%
69Stanley B&DSWK6,802$522,9380.01%
70Yum China USYUMC2,350,152$425,2500.01%
71Yum China HKYUMC1,050$425,2500.01%
72Dollar General2566771054,203$369,5700.01%
73Ishs MSCI SK4642867725,273$284,9530.00%
74Alibaba ADRBBAAY1,706$225,5840.00%
75Enel Chile ADRENIC64,208$209,9600.00%
76Xtrack CN-A ETF2330518796,314$167,7630.00%
77SQM ADR8336351054,109$163,2510.00%
78Laureate EduLAUR6,808$139,2240.00%
79GPO Aero PacADR400506101597$110,7490.00%
80Shinhan ADRSHG3,413$109,4890.00%
81TotalEne ADRTTE1,352$87,4610.00%
82ICICI Bank ADRIBN2,763$87,0900.00%
83Enbridge IncENNPF1,261$80,3130.00%
84VangrdEQIndex9220427751,259$76,3930.00%
85B2GoldBTG18,622$76,1640.00%
86Patria InvestPAX6,602$74,5370.00%
87Norfolk South655844108283$67,0290.00%
88Ambev ADRABEV27,466$63,9960.00%
89TelkomIndon ADR7156841064,308$63,6290.00%
90Intl Paper4601461031,486$61,2980.00%
91Ishs MSCI UAE46434V7612,959$50,2140.00%
92ASE Tech ADRASX5,461$47,8380.00%
93Unilever ADR AMUNLYF691$41,1490.00%
94Bank NovaScotia064149107461$31,4540.00%
95Takeda PharmADRTKPHF1,438$21,3850.00%
96Vanguard Emg922042858344$15,5860.00%
97Open TextOTEX238$8,6440.00%
98Quanex Building747619104275$5,1120.00%
99Ishs MSCI EM4642872347$3100.00%