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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

RWC Asset Management LLP INSTITUTION : RWC Asset Management LLP
RWC Asset Management LLP Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-12) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
AMAZON COM INC    (COM) AMZN 112,950,000 65,067 4.80%
BARRICK GOLD CORPORATION    (COM) ABX 110,631,000 6,383,788 4.70%
NEWMONT GOLDCORP CORPORATION    (COM) NEM 106,105,000 2,798,159 4.51%
MCKESSON CORP    (COM) MCK 77,442,000 566,677 3.29%
LAZARD LTD    (SHS A) LAZ 74,464,000 2,127,547 3.16%
KROGER CO    (COM) KR 72,932,000 2,829,020 3.10%
HUNTINGTON BANCSHARES INC    (COM) HBAN 72,518,000 5,081,759 3.08%
AMERICAN AIRLS GROUP INC    (COM) AAL 70,555,000 2,616,019 3.00%
AMERISOURCEBERGEN CORP    (COM) ABC 69,586,000 845,230 2.95%
SOTHEBYS    (COM) BID 67,340,000 1,181,804 2.86%
CSX CORP    (COM) CSX 67,030,000 967,664 2.85%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 65,930,000 159,978 2.80%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 59,311,000 1,276,055 2.52%
HP INC    (COM) HPQ 57,298,000 3,028,460 2.43%
PACCAR INC    (COM) PCAR 55,572,000 793,760 2.36%
LENNAR CORP    (CL A) LEN 51,713,000 925,926 2.19%
TD AMERITRADE HLDG CORP    (COM) AMTD 48,913,000 1,047,389 2.07%
AMERICAN INTL GROUP INC    (COM NEW) AIG 43,751,000 785,471 1.86%
EAGLE MATERIALS INC    (COM) EXP 42,767,000 475,139 1.81%
PETROLEO BRASILEIRO SA PETRO    (SPONSORED ADR) PBR 39,240,000 2,711,809 1.66%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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