Stock Taper 
CONFLUENCE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CRH plc | CRH | 11.82K | $1.27M |
 Betterware de Mexico, S.A.P.I. de C.V. | BWMX | 12.1K | $217.61K |
 CF Industries Holdings, Inc. | CF | 12.12K | $1.31M |
 ICICI Bank Limited | IBN | 12.19K | $353.76K |
 Cameco Corporation | CCJ | 12.86K | $1.31M |
 AerCap Holdings N.V. | AER | 13.11K | $1.91M |
 PagSeguro Digital Ltd. | PAGS | 13.84K | $125.21K |
 ZTO Express (Cayman) Inc. | ZTO | 13.97K | $312.56K |
 Vale S.A. | VALE | 14.12K | $212.32K |
 John B. Sanfilippo & Son, Inc. | JBSS | 14.17K | $1.22M |
 ESAB Corporation | ESAB | 14.71K | $1.45M |
 Ecopetrol S.A. | EC | 15.46K | $220.22K |
 Newmont Corporation | NEM | 15.54K | $1.45M |
 Gold Fields Limited | GFI | 15.74K | $528.88K |
 UFP Industries, Inc. | UFPI | 16.25K | $1.47M |
 Unilever PLC | UL | 16.85K | $1.01M |
 Shell plc | SHEL | 17.2K | $1.33M |
 Novo Nordisk A/S | NVO | 17.39K | $833.44K |
 Infosys Limited | INFY | 17.64K | $185K |
 Dr. Reddy's Laboratories Limited | RDY | 17.91K | $259.52K |