RIVER & MERCANTILE ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VTRS | 72K | $900.75K |
 | HEI | 68K | $16.07M |
 | DIS | 63K | $7.06M |
 | REZI | 61K | $1.40M |
 | BAC | 58K | $2.54M |
 | AVTR | 53K | $1.12M |
 | MTCH | 50K | $1.62M |
 | FIX | 49K | $20.95M |
 | AMZN | 49K | $10.74M |
 | KD | 46K | $1.60M |
 | CELH | 44K | $1.17M |
 | BAX | 44K | $1.28M |
 | ACA | 43K | $4.16M |
 | NOAH | 43K | $501.95K |
 | CCL | 42K | $1.05M |
 | RMD | 42K | $9.57M |
 | TRIP | 40K | $594.64K |
 | PINS | 40K | $1.16M |
 | SSNC | 39K | $2.92M |
 | CFG | 36K | $1.58M |
Viatris Inc.
VTRS
Shares Held
72K
Value
$900.75K
HEICO Corporation
HEI
Shares Held
68K
Value
$16.07M
The Walt Disney Company
DIS
Shares Held
63K
Value
$7.06M
Resideo Technologies, Inc.
REZI
Shares Held
61K
Value
$1.40M
Bank of America Corporation
BAC
Shares Held
58K
Value
$2.54M
Avantor, Inc.
AVTR
Shares Held
53K
Value
$1.12M
Match Group, Inc.
MTCH
Shares Held
50K
Value
$1.62M
Comfort Systems USA, Inc.
FIX
Shares Held
49K
Value
$20.95M
Amazon.com, Inc.
AMZN
Shares Held
49K
Value
$10.74M
Kyndryl Holdings, Inc.
KD
Shares Held
46K
Value
$1.60M
Celsius Holdings, Inc.
CELH
Shares Held
44K
Value
$1.17M
Baxter International Inc.
BAX
Shares Held
44K
Value
$1.28M
Arcosa, Inc.
ACA
Shares Held
43K
Value
$4.16M
Noah Holdings Limited
NOAH
Shares Held
43K
Value
$501.95K
Carnival Corporation & plc
CCL
Shares Held
42K
Value
$1.05M
ResMed Inc.
RMD
Shares Held
42K
Value
$9.57M
Tripadvisor, Inc.
TRIP
Shares Held
40K
Value
$594.64K
Pinterest, Inc.
PINS
Shares Held
40K
Value
$1.16M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
39K
Value
$2.92M
Citizens Financial Group, Inc.
CFG
Shares Held
36K
Value
$1.58M