Mondrian Investment Partners LTD
Annual return '25
+33.7%
SPY '25
+17.7%
Alpha
+16.0ptsvs SPY
Invested
$6.7B
Holdings
103
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$YUMC
Yum China HK
Held since at least Q1 2024
13.6%
02
$GSK
GSK PLC ADR
Held since at least Q1 2024
4.1%
03
$LYG
Lloyds Bank ADR
Held since at least Q1 2024
3.9%
04
$SAN
BSCH ADR
Held since at least Q1 2024
3.8%
05
$SONY
Sony ADR
Held since at least Q1 2024
3.8%
06
$SNY
Sanofi ADR
Held since at least Q1 2024
3.6%
07
$PBR
Petrobras ADR
Held since at least Q1 2024
3.4%
08
$BTI
BATS ADR
Held since at least Q1 2024
3.2%
09
$BP
BP Plc ADR
Held since at least Q1 2024
3.2%
10
$PHG
Philips ADR
Held since at least Q1 2024
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:38 UTC.