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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: 2020-05-06) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
AMAZON COM INC    (COM) AMZN 151,615,000 77,763 7.71%
NEWMONT CORP    (COM) NEM 113,671,000 2,509,027 5.78%
BARRICK GOLD CORPORATION    (COM) ABX 102,982,000 5,621,270 5.24%
KROGER CO    (COM) KR 91,385,000 3,033,998 4.65%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 75,083,000 172,086 3.82%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 65,691,000 1,374,544 3.34%
LAZARD LTD    (SHS A) LAZ 59,670,000 2,532,665 3.03%
MCKESSON CORP    (COM) MCK 57,277,000 423,447 2.91%
CSX CORP    (COM) CSX 55,190,000 963,156 2.80%
AMERISOURCEBERGEN CORP    (COM) ABC 54,740,000 618,514 2.78%
HP INC    (COM) HPQ 52,202,000 3,007,031 2.65%
PACCAR INC    (COM) PCAR 52,168,000 853,375 2.65%
HUNTINGTON BANCSHARES INC    (COM) HBAN 44,845,000 5,462,223 2.28%
TD AMERITRADE HLDG CORP    (COM) AMTD 42,425,000 1,224,053 2.15%
AMERICAN AIRLS GROUP INC    (COM) AAL 39,304,000 3,224,386 2.00%
KANSAS CITY SOUTHERN    (COM NEW) KSU 38,581,000 303,360 1.96%
LENNAR CORP    (CL A) LEN 37,826,000 990,202 1.92%
SCOTTS MIRACLE GRO CO    (CL A) SMG 37,376,000 364,990 1.90%
EAGLE MATERIALS INC    (COM) EXP 29,627,000 507,121 1.50%
LIVE NATION ENTERTAINMENT IN    (COM) LYV 28,832,000 634,208 1.46%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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