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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 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ICICI Bank ADR 5,409.0 $157K 0.00% $29.03
82 NTES NetEase ADR Technology 1,198.0 $153K 0.00% -50.0 -4.0% $128.10 +0.5%
83 ITUB ItauUniBanADR P Financial Services 17,872.0 $146K 0.00% -796.0 -4.3% $8.17 -6.2%
84 TLK TelkomIndon ADR Communication Services 7,125.0 $96K 0.00% -443.0 -5.8% $13.43 +13.2%
85 BIDU Baidu ADR Communication Services 812.0 $93K 0.00% -59.0 -6.8% $114.36 -18.3%
86 IGV Ishares N American Tech Soft 826.0 $75K 0.00% NEW $90.55 +12.5%
87 SLF Sun Life Fin Financial Services 442.0 $49K 0.00% NEW $111.35 -28.2%
88 MFC Manulife Fin Financial Services 831.0 $48K 0.00% NEW $57.52 -24.9%
89 ATHM Autohome ADR Communication Services 2,413.0 $46K 0.00% $19.03 +14.1%
90 IMO Imperial Oil Energy 281.0 $45K 0.00% NEW $159.26 -17.4%
91 NOMD Nomad Foods Consumer Defensive 3,833.0 $42K 0.00% $10.95 +8.6%
92 WPP WPP ADR Communication Services 2,354.0 $36K 0.00% -3.4M -99.9% $15.49 +72.2%
93 LAUR Laureate Edu Consumer Defensive 876.0 $32K $36.32 +5.6%
94 VINP Vinci Compass Financial Services 2,807.0 $27K $9.73 -0.9%
95 BUD Anheuser Busch Inbev Sa Spon Consumer Defensive 327.0 $27K NEW $82.30 -4.3%
96 RXI Ishares Gbl Consumer Dis Etf 95.0 $18K NEW $193.18 +3.9%
97 VFH Vanguard Financials Etf 111.0 $15K NEW $131.68 +8.1%
98 E Eni Spa Amer Dep Rcpt Energy 308.0 $14K +83.0 +36.9% $46.93 +15.2%
99 RSPF Invesco S&P 500 Equal Weight 177.0 $14K NEW $77.56 +10.3%
100 WOOD Ishares Global Timber & Forest 195.0 $13K NEW $66.24 +9.6%
Page 5 of 6  ·  111 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%