Stock Taper

RIVER & MERCANTILE ASSET MANAGEMENT LLP

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Intercontinental Exchange, Inc.ICE27.4K$4.08M
General Motors CompanyGM27.71K$1.48M
DraftKings Inc.DKNG28.16K$1.05M
Weyerhaeuser CompanyWY28.37K$798.13K
Axalta Coating Systems Ltd.AXTA28.54K$976.43K
Globus Medical, Inc.GMED28.55K$2.36M
Bath & Body Works, Inc.BBWI29.33K$1.14M
Yum China Holdings, Inc.YUMC30.55K$1.47M
S&P Global Inc.SPGI33.06K$16.48M
Organon & Co.OGN33.08K$493.78K
PayPal Holdings, Inc.PYPL33.85K$2.89M
VS VICTORIAS SECRET AND COVSCO34.21K$1.42M
The Kraft Heinz CompanyKHC34.55K$1.06M
Kenvue Inc.KVUE35.42K$756.71K
Mastercard IncorporatedMA36.04K$19M
Citizens Financial Group, Inc.CFG36.09K$1.58M
SS&C Technologies Holdings, Inc.SSNC38.58K$2.92M
Pinterest, Inc.PINS39.96K$1.16M
Tripadvisor, Inc.TRIP40.26K$594.64K
ResMed Inc.RMD41.81K$9.57M