River & Mercantile Asset Management LLP has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $361 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $21.1M, Amazon Com Inc with a value of $16.2M, Meta Platforms, Inc. with a value of $12.4M, Walt Disney CO with a value of $9.12M, and Citigroup Inc with a value of $8.85M.
Examining the 13F form we can see an decrease of $33.9M in the current position value, from $395M to 361M.
River & Mercantile Asset Management LLP is based out at London, X0
Below you can find more details about River & Mercantile Asset Management LLP portfolio as well as his latest detailed transactions.
Portfolio value
$361 Million
Communication Services: $69.9 Million
Consumer Cyclical: $62 Million
Technology: $60.6 Million
Financial Services: $52.2 Million
Healthcare: $44.6 Million
Industrials: $24.2 Million
Energy: $16.2 Million
Basic Materials: $13.6 Million
Other: $17.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
