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Portfolio (Quarterly) Guide ↗

Mondrian Investment Partners LTD

· CIK 0001317724
13F Portfolio $6.5B AUM 111 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 31 Added 49 Reduced 13 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PAC GPO Aero PacADR Industrials 678.0 $172K 0.00% -12.0 -1.7% $253.01 -17.8%
42 UAE Ishs MSCI UAE 8,428.0 $160K 0.00% -226.0 -2.6% $19.01 +2.3%
43 NTES NetEase ADR Technology 1,198.0 $153K 0.00% -50.0 -4.0% $128.10 +0.2%
44 ITUB ItauUniBanADR P Financial Services 17,872.0 $146K 0.00% -796.0 -4.3% $8.17 -7.3%
45 TLK TelkomIndon ADR Communication Services 7,125.0 $96K 0.00% -443.0 -5.8% $13.43 +12.1%
46 BIDU Baidu ADR Communication Services 812.0 $93K 0.00% -59.0 -6.8% $114.36 -19.1%
47 WPP WPP ADR Communication Services 2,354.0 $36K 0.00% -3.4M -99.9% $15.49 +71.4%
48 ABEV Ambev S A Adr Consumer Defensive 823.0 $3K -40K -98.0% $3.14 -7.5%
49 EEM Ishares Msci Emerging Mkts Etf 8.0 $560.0 -4.0 -33.3% $70.00 -4.2%
Page 3 of 3  ·  49 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 20.0%
Technology 17.6%
Financial Services 17.3%
Consumer Cyclical 15.4%
Consumer Defensive 8.2%
Energy 8.1%
Communication Services 5.6%
Real Estate 3.1%
Basic Materials 3.0%
Industrials 1.6%