River & Mercantile Asset Management LLP Purchases in Q4 2024

River & Mercantile Asset Management LLP

  • $511 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
161K
New
$172.07 - $207.36 $27.7M - $33.4M
161K $31.8M
FIX
Comfort Systems Usa Inc

Industrials
49.4K
New
$370.68 - $504.12 $18.3M - $24.9M
49.4K $20.9M
MA
Mastercard Inc

Financial Services
36K
New
$491.3 - $536.15 $17.7M - $19.3M
36K $19M
COST
Costco Wholesale Corp

Consumer Defensive
19.7K
New
$873.59 - $994.69 $17.2M - $19.6M
19.7K $18M
CPRT
Copart Inc

Consumer Cyclical
309K
New
$51.36 - $63.8 $15.9M - $19.7M
309K $17.8M
SPGI
S&P Global Inc.

Financial Services
33.1K
New
$480.36 - $529.17 $15.9M - $17.5M
33.1K $16.5M
HEI
Heico Corp

Industrials
67.6K
New
$237.06 - $279.02 $16M - $18.9M
67.6K $16.1M
RMD
Resmed Inc

Healthcare
41.8K
New
$228.69 - $256.07 $9.56M - $10.7M
41.8K $9.56M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
156K
New
$55.73 - $66.16 $8.71M - $10.3M
156K $9.42M
AVGO
Broadcom Inc.

Technology
7.07K
+ 5.61%
$159.67 - $250.0 $1.13M - $1.77M
133K $30.9M
WING
Wingstop Inc.

Consumer Cyclical
21.3K
New
$281.09 - $422.95 $5.99M - $9.01M
21.3K $6.05M
MXCT
Maxcyte, Inc.

Healthcare
1.19M
+ 57.73%
$3.23 - $4.43 $3.85M - $5.27M
3.25M $13.5M
SSNC
Ss&C Technologies Holdings Inc

Technology
38.6K
New
$69.93 - $77.36 $2.7M - $2.98M
38.6K $2.92M
GSM
Ferroglobe PLC

Basic Materials
633K
New
$3.78 - $4.96 $2.39M - $3.14M
633K $2.4M
CELH
Celsius Holdings, Inc.

Consumer Defensive
44.3K
New
$25.66 - $34.91 $1.14M - $1.55M
44.3K $1.17M
AVTR
Avantor, Inc.

Basic Materials
52.9K
New
$19.72 - $25.54 $1.04M - $1.35M
52.9K $1.11M
IFF
International Flavors & Fragrances Inc

Basic Materials
12.1K
New
$83.96 - $106.19 $1.02M - $1.29M
12.1K $1.03M
IQ
I Qiyi, Inc.

Communication Services
93.6K
+ 37.69%
$1.95 - $3.19 $182K - $298K
342K $687K
BLD
Top Build Corp

Industrials
1.58K
+ 22.8%
$308.96 - $414.77 $488K - $655K
8.51K $2.65M
MSFT
Microsoft Corp

Technology
1.33K
+ 1.59%
$406.35 - $454.46 $541K - $605K
85.2K $35.9M
KLAC
Kla Corp

Technology
812
+ 3.43%
$614.46 - $829.55 $499K - $674K
24.5K $15.4M
Activity Summary
Buys All Purchases 22 New Holdings 16 Increased Positions 6 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track River & Mercantile Asset Management LLP Portfolio

Follow River & Mercantile Asset Management LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of River & Mercantile Asset Management LLP, based on Form 13F filings with the SEC.

News

Stay updated on River & Mercantile Asset Management LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email