Stock Taper 
RWC ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Owens Corning | OC | 115.38K | $18.34M |
 EPAM Systems, Inc. | EPAM | 116.09K | $9.21M |
 TE Connectivity plc | TEL | 116.48K | $23.48M |
 Chord Energy Corporation | CHRD | 117.53K | $13.43M |
 Lear Corporation | LEA | 117.82K | $15.79M |
 Xcel Energy Inc. | XEL | 132.31K | $10.62M |
 Kanzhun Limited | BZ | 142.79K | $1.84M |
 Kosmos Energy Ltd. | KOS | 148.13K | $312.55K |
 Companhia de Saneamento Básico do Estado de São Paulo - SABESP | SBS | 148.38K | $857.64K |
 PepsiCo, Inc. | PEP | 170.92K | $23.14M |
 Federal Realty Investment Trust | FRT | 175.38K | $21.65M |
 Philip Morris International Inc. | PM | 177.84K | $32.17M |
 Delta Air Lines, Inc. | DAL | 182.03K | $17.05M |
 Teck Resources Limited | TECK | 186.6K | $11.1M |
 American Tower Corporation | AMT | 197.81K | $32.36M |
 Synchrony Financial | SYF | 201.57K | $15.33M |
 Merck & Co., Inc. | MRK | 209.09K | $26.87M |
 Avista Corporation | AVA | 216.49K | $8.86M |
 Johnson & Johnson | JNJ | 262.14K | $66.58M |
 Public Service Enterprise Group Incorporated | PEG | 285.92K | $23.21M |