Stock Taper 
RIVER & MERCANTILE ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Booking Holdings Inc. | BKNG | 650 | $3.23M |
 Salesforce, Inc. | CRM | 867 | $290.02K |
 Berkshire Hathaway Inc. | BRK-B | 1.3K | $591.57K |
 Madison Square Garden Sports Corp. | MSGS | 1.96K | $443.21K |
 Parker-Hannifin Corporation | PH | 2.01K | $1.27M |
 Domino's Pizza, Inc. | DPZ | 2.17K | $911.34K |
 The Home Depot, Inc. | HD | 2.36K | $916.99K |
 Netflix, Inc. | NFLX | 2.8K | $2.49M |
 Jones Lang LaSalle Incorporated | JLL | 3.71K | $939.04K |
 International Business Machines Corporation | IBM | 3.85K | $847.6K |
 Datadog, Inc. | DDOG | 3.91K | $558.97K |
 Colgate-Palmolive Company | CL | 3.94K | $358.1K |
 Valmont Industries, Inc. | VMI | 3.96K | $1.21M |
 MakeMyTrip Limited | MMYT | 4.66K | $523.35K |
 Airbnb, Inc. | ABNB | 4.79K | $629.13K |
 PPG Industries, Inc. | PPG | 5.68K | $678.63K |
 D.R. Horton, Inc. | DHI | 5.68K | $794.68K |
 Spotify Technology S.A. | SPOT | 5.72K | $2.56M |
 CBRE Group, Inc. | CBRE | 5.75K | $754.83K |
 CDW Corporation | CDW | 6.14K | $1.07M |