Stock Taper 
RIVER & MERCANTILE ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 HEICO Corporation | HEI | 67.58K | $16.07M |
 The Walt Disney Company | DIS | 63.34K | $7.06M |
 Resideo Technologies, Inc. | REZI | 60.72K | $1.4M |
 Bank of America Corporation | BAC | 57.83K | $2.54M |
 Avantor, Inc. | AVTR | 52.9K | $1.12M |
 Match Group, Inc. | MTCH | 49.54K | $1.62M |
 Comfort Systems USA, Inc. | FIX | 49.37K | $20.95M |
 Amazon.com, Inc. | AMZN | 48.98K | $10.74M |
 Kyndryl Holdings, Inc. | KD | 46.19K | $1.6M |
 Celsius Holdings, Inc. | CELH | 44.34K | $1.17M |
 Baxter International Inc. | BAX | 43.84K | $1.28M |
 Arcosa, Inc. | ACA | 43K | $4.16M |
 Noah Holdings Limited | NOAH | 42.81K | $501.95K |
 Carnival Corporation & plc | CCL | 42.27K | $1.05M |
 ResMed Inc. | RMD | 41.81K | $9.57M |
 Tripadvisor, Inc. | TRIP | 40.26K | $594.64K |
 Pinterest, Inc. | PINS | 39.96K | $1.16M |
 SS&C Technologies Holdings, Inc. | SSNC | 38.58K | $2.92M |
 Citizens Financial Group, Inc. | CFG | 36.09K | $1.58M |
 Mastercard Incorporated | MA | 36.04K | $19M |