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Portfolio (Quarterly) Guide ↗

Mondrian Investment Partners LTD

· CIK 0001317724
13F Portfolio $6.1B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 102 New
Page 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ATHM Autohome Adr Communication Services 5,714.0 $127K 0.00% NEW $22.26 -25.1%
82 FMX Femsa Adr Consumer Defensive 1,245.0 $126K 0.00% NEW $101.05 +20.1%
83 Icici Bank Adr 4,177.0 $124K 0.00% NEW $29.80
84 ITUB Itauunibanadr P Financial Services 16,471.0 $118K 0.00% NEW $7.16 +11.7%
85 Unilever Adr 1,796.0 $117K 0.00% NEW $65.40
86 VWO Vanguard Ftse Emerging Markets 2,030.0 $109K 0.00% NEW $53.77 +9.2%
87 BIDU Baidu Adr Communication Services 769.0 $101K 0.00% NEW $130.73 +0.3%
88 ABEV Ambev Adr Consumer Defensive 35,386.0 $87K 0.00% NEW $2.47 +32.4%
89 UNP Union Pacific Industrials 343.0 $79K 0.00% NEW $231.32 +14.9%
90 NI Nisource Inc Utilities 1,614.0 $67K 0.00% NEW $41.76 +14.2%
91 NOMD Nomad Foods Consumer Defensive 3,833.0 $48K 0.00% NEW $12.51 -19.0%
92 BNS Bank Novascotia Financial Services 470.0 $48K 0.00% NEW $101.23 -21.5%
93 BTG B2Gold Basic Materials 6,295.0 $39K 0.00% NEW $6.18 -24.9%
94 EEM Ishares Msci Emerging Mkts Etf 679.0 $37K 0.00% NEW $54.73 +20.6%
95 VINP Vinci Compass Financial Services 2,807.0 $37K 0.00% NEW $13.04 -20.7%
96 LAUR Laureate Edu Consumer Defensive 876.0 $29K NEW $33.67 -2.1%
97 OTEX Open Text Technology 587.0 $26K NEW $44.70 -48.1%
98 E Eni Spa Adr Energy 271.0 $10K NEW $37.90 +45.5%
99 TAK Takeda Pharmaceutcl Co Ltd Adr Healthcare 299.0 $5K NEW $15.59 +7.0%
100 DEM Wisdomtree Tr Emer Mkt High Fd 17.0 $776.0 NEW $45.65 +17.6%
Page 5 of 6  ·  102 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 20.2%
Technology 19.1%
Financial Services 19.1%
Consumer Defensive 9.8%
Energy 8.7%
Communication Services 7.8%
Consumer Cyclical 5.8%
Basic Materials 5.1%
Real Estate 3.3%
Industrials 1.0%