Stock Taper

RIVER & MERCANTILE ASSET MANAGEMENT LLP

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kenvue Inc.KVUE35.42K$756.71K
The Kraft Heinz CompanyKHC34.55K$1.06M
VS VICTORIAS SECRET AND COVSCO34.21K$1.42M
PayPal Holdings, Inc.PYPL33.85K$2.89M
Organon & Co.OGN33.08K$493.78K
S&P Global Inc.SPGI33.06K$16.48M
Yum China Holdings, Inc.YUMC30.55K$1.47M
Bath & Body Works, Inc.BBWI29.33K$1.14M
Globus Medical, Inc.GMED28.55K$2.36M
Axalta Coating Systems Ltd.AXTA28.54K$976.43K
Weyerhaeuser CompanyWY28.37K$798.13K
DraftKings Inc.DKNG28.16K$1.05M
General Motors CompanyGM27.71K$1.48M
Intercontinental Exchange, Inc.ICE27.4K$4.08M
Criteo S.A.CRTO26.06K$1.03M
Marvell Technology, Inc.MRVL24.64K$2.72M
KLA CorporationKLAC24.5K$15.44M
Alcoa CorporationAA24.23K$916.14K
Zillow Group, Inc. Class AZG23.52K$1.67M
State Street CorporationSTT22.48K$2.21M