MondegarAI
M&G Plc

Q2 2024 · 13F-HR

M&G Plcholdings as filed

Filed 2024-07-16 · accession 0000950123-24-006585

$25.35B
Reported value
393
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G3421J106FERG1GBXFERGUSON PLC NEW$4.30B16.9%222,986CommonSOLE
G2891G204DIVERSIFIED ENERGY COMPANY P$2.28B8.99%1,715,623CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$2.01B7.94%7,162,000CommonSOLE
G17977110BURBURFORD CAP LTD$1.46B5.77%1,133,895CommonSOLE
594918104MSFTMICROSOFT CORP$791.4M3.12%1,770,567CommonSOLE
59151K108MEOHMETHANEX CORP$625.3M2.47%13,026,556CommonSOLE
11135F101AVGOBROADCOM INC$557.9M2.20%347,364CommonSOLE
G0250X107AMCRAMCOR PLC$471.6M1.86%47,164,358CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$409.5M1.62%9,751,027CommonSOLE
02079K305GOOGLALPHABET INC$383.3M1.51%2,105,856CommonSOLE
65339F101NEENEXTERA ENERGY INC$329.1M1.30%4,635,041CommonSOLE
30303M102METAMETA PLATFORMS INC$317.3M1.25%629,566CommonSOLE
G25508105CRHCRH PLC$272.9M1.08%36,610CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$249.9M0.99%490,926CommonSOLE
G5960L103MDTMEDTRONIC PLC$225.4M0.89%2,853,575CommonSOLE
036752103ELVELEVANCE HEALTH INC$219.7M0.87%405,314CommonSOLE
92826C839VVISA INC$218.7M0.86%834,829CommonSOLE
22822V101CCICROWN CASTLE INC$211.5M0.83%2,158,378CommonSOLE
548661107LOWLOWES COS INC$208.5M0.82%947,899CommonSOLE
918204108VFCV F CORP$206.2M0.81%14,729,396CommonSOLE
12572Q105CMECME GROUP INC$194.6M0.77%987,668CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$194.1M0.77%1,659,092CommonSOLE
351858105FNVFRANCO NEV CORP$192.8M0.76%1,627,862CommonSOLE
G4766E116INDVINDIVIOR PLC$184.3M0.73%117,546CommonSOLE
032654105ADIANALOG DEVICES INC$180.0M0.71%789,511CommonSOLE
29444U700EQIXEQUINIX INC$174.2M0.69%230,074CommonSOLE
075887109BDXBECTON DICKINSON & CO$166.0M0.65%709,259CommonSOLE
191216100KOCOCA COLA CO$161.9M0.64%2,529,117CommonSOLE
68389X105ORCLORACLE CORP$155.3M0.61%1,101,659CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$150.9M0.60%778,063CommonSOLE
29250N105ENBENBRIDGE INC$145.4M0.57%4,060,269CommonSOLE
09247X101BLKCHFBLACKROCK INC$145.2M0.57%184,470CommonSOLE
747525103QCOMQUALCOMM INC$142.2M0.56%714,666CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$135.0M0.53%1,015,009CommonSOLE
H42097107UBSUBS GROUP AG$126.5M0.50%4,372,181CommonSOLE
760759100RSGREPUBLIC SVCS INC$126.3M0.50%650,799CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$123.2M0.49%1,866,070CommonSOLE
482497104BEKEKE HLDGS INC$121.4M0.48%8,668,167CommonSOLE
126408103CSXCSX CORP$119.2M0.47%3,611,262CommonSOLE
025816109AXPAMERICAN EXPRESS CO$113.9M0.45%490,862CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$113.6M0.45%538,546CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$112.1M0.44%254,221CommonSOLE
458140100INTCINTEL CORP$109.3M0.43%3,524,463CommonSOLE
03662Q105AKXANSYS INC$107.0M0.42%332,161CommonSOLE
11271J107BNBROOKFIELD CORP$105.2M0.41%2,504,753CommonSOLE
00130H105AESAES CORP$104.0M0.41%5,779,303CommonSOLE
87807B107TRPTC ENERGY CORP$103.5M0.41%2,724,195CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$99.1M0.39%768,232CommonSOLE
278642103EBAYEBAY INC.$95.3M0.38%1,764,331CommonSOLE
30161N101EXCEXELON CORP$93.0M0.37%2,658,100CommonSOLE
30040W108ESEVERSOURCE ENERGY$92.7M0.37%1,626,685CommonSOLE
437076102HDHOME DEPOT INC$84.3M0.33%244,978CommonSOLE
05278C107ATHMAUTOHOME INC$83.4M0.33%3,088,758CommonSOLE
G54950103LINLINDE PLC$81.6M0.32%185,903CommonSOLE
40415F101HDBHDFC BANK LTD$80.3M0.32%1,254,300CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$78.2M0.31%386,921CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$78.1M0.31%316,243CommonSOLE
56501R106MFCMANULIFE FINL CORP$75.9M0.30%2,813,706CommonSOLE
682680103OKEONEOK INC NEW$75.6M0.30%921,871CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$75.1M0.30%135,874CommonSOLE
281020107EIXEDISON INTL$75.0M0.30%1,042,226CommonSOLE
559222401MGAMAGNA INTL INC$74.3M0.29%1,771,458CommonSOLE
N82405106STLASTELLANTIS N.V$73.0M0.29%3,786,294CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$71.8M0.28%2,565,700CommonSOLE
00724F101ADBEADOBE INC$70.6M0.28%126,992CommonSOLE
713448108PEPPEPSICO INC$70.3M0.28%426,269CommonSOLE
15135U109CVECENOVUS ENERGY INC$69.0M0.27%3,496,370CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$66.2M0.26%218,370CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$64.0M0.25%488,732CommonSOLE
00287Y109ABBVABBVIE INC$62.7M0.25%364,822CommonSOLE
20030N101CMCSACOMCAST CORP NEW$62.0M0.24%1,589,618CommonSOLE
816851109SRESEMPRA$61.0M0.24%802,809CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$59.0M0.23%984,060CommonSOLE
44332N106HTHTH WORLD GROUP LTD$57.4M0.23%1,739,202CommonSOLE
550021109LULULULULEMON ATHLETICA INC$57.3M0.23%191,571CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$57.1M0.23%147,882CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$55.8M0.22%2,537,712CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$54.9M0.22%1,961,969CommonSOLE
58933Y105MRKMERCK & CO INC$54.8M0.22%441,595CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$52.9M0.21%196,513CommonSOLE
126650100CVSCVS HEALTH CORP$52.6M0.21%890,720CommonSOLE
617700109MORNMORNINGSTAR INC$51.2M0.20%173,105CommonSOLE
682189105ONON SEMICONDUCTOR CORP$51.1M0.20%740,566CommonSOLE
516544AB9LNTH 2.625 12/15/27LANTHEUS HLDGS INC$46.0M0.18%36,822,000CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$45.8M0.18%334,370CommonSOLE
058498106BALLBALL CORP$45.1M0.18%751,423CommonSOLE
N3168P101FERFERROVIAL SE$43.6M0.17%1,129,840CommonSOLE
037833100AAPLAPPLE INC$43.4M0.17%205,610CommonSOLE
17275R102CSCOCISCO SYS INC$43.4M0.17%903,823CommonSOLE
478160104JNJJOHNSON & JOHNSON$42.1M0.17%288,289CommonSOLE
88076W103TDCTERADATA CORP DEL$41.4M0.16%1,183,683CommonSOLE
504922105LHLABCORP HOLDINGS INC$39.7M0.16%194,614CommonSOLE
278865100ECLECOLAB INC$39.6M0.16%166,202CommonSOLE
16411R208LNGCHENIERE ENERGY INC$38.9M0.15%222,232CommonSOLE
384109104GGGGRACO INC$38.2M0.15%483,535CommonSOLE
052769106ADSKAUTODESK INC$38.1M0.15%154,095CommonSOLE
H2906T109GRMNGARMIN LTD$38.0M0.15%233,045CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$37.8M0.15%1,350,945CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$36.8M0.15%511,031CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$35.6M0.14%273,765CommonSOLE
10316TAB0BOX 0 01/15/26BOX INC$35.6M0.14%31,206,000CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$35.1M0.14%36,600,000CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$34.4M0.14%63,529CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$34.0M0.13%754,952CommonSOLE
949746101WMT2WELLS FARGO CO NEW$33.8M0.13%573,656CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$32.7M0.13%33,734,000CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$31.5M0.12%769,223CommonSOLE
023135106AMZNAMAZON COM INC$31.4M0.12%162,932CommonSOLE
67066G104NVDANVIDIA CORPORATION$30.9M0.12%249,579CommonSOLE
98980AAB1ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC$30.8M0.12%31,446,000CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$30.6M0.12%23,356,000,000CommonSOLE
172967424CCITIGROUP INC$30.6M0.12%485,240CommonSOLE
049560105ATOATMOS ENERGY CORP$30.5M0.12%260,311CommonSOLE
538034BA6LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN$30.1M0.12%27,324,000CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$29.9M0.12%115,282CommonSOLE
166764100CVXCHEVRON CORP NEW$29.6M0.12%190,034CommonSOLE
500688106KOSKOSMOS ENERGY LTD$29.6M0.12%4,928,221CommonSOLE
722304102PDDPDD HOLDINGS INC$28.8M0.11%216,600CommonSOLE
30231G102XOMEXXON MOBIL CORP$28.2M0.11%245,150CommonSOLE
44332NAB2HTHT 3 05/01/26H WORLD GROUP LTD$26.8M0.11%25,316,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$26.8M0.11%153,747CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$26.2M0.10%26,151,000CommonSOLE
07725L102ONCBEIGENE LTD$25.7M0.10%179,779CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$25.6M0.10%232,822CommonSOLE
878742204TECKTECK RESOURCES LTD$25.5M0.10%532,222CommonSOLE
461202103INTUINTUIT$24.1M0.09%36,648CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$23.2M0.09%1,287,859CommonSOLE
M46528101FROFRONTLINE PLC$22.9M0.09%873,317CommonSOLE
717081103PFEPFIZER INC$22.8M0.09%813,423CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$22.4M0.09%894,710CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$22.4M0.09%399,157CommonSOLE
742718109PGPROCTER AND GAMBLE CO$22.3M0.09%135,007CommonSOLE
47215P106JDJD.COM INC$22.0M0.09%847,089CommonSOLE
66981J102MNSOMINISO GROUP HLDG LTD$21.6M0.09%1,137,449CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$21.5M0.08%20,231CommonSOLE
501044101KRKROGER CO$21.3M0.08%425,301CommonSOLE
03071H100AMSFAMERISAFE INC$19.9M0.08%452,692CommonSOLE
88579Y101MMM3M CO$19.6M0.08%191,936CommonSOLE
904708104UNFUNIFIRST CORP MASS$19.0M0.08%110,584CommonSOLE
743315103PGRPROGRESSIVE CORP$19.0M0.07%91,286CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$18.3M0.07%250,605CommonSOLE
653656AB4NICEIT 0 09/15/25NICE LTD$18.0M0.07%18,996,000CommonSOLE
78409V104SPGIS&P GLOBAL INC$17.9M0.07%40,158CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$17.9M0.07%108,449CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$17.5M0.07%85,153CommonSOLE
294429105EFXEQUIFAX INC$16.9M0.07%69,897CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$16.9M0.07%62,471CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$16.7M0.07%165,499CommonSOLE
452327109ILMNILLUMINA INC$15.4M0.06%147,954CommonSOLE
G9059U107TSEOFTRINSEO PLC$15.3M0.06%7,625,044CommonSOLE
595112103MUMICRON TECHNOLOGY INC$15.2M0.06%115,222CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$14.9M0.06%144,427CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$14.2M0.06%1,187,495CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$14.2M0.06%180,160CommonSOLE
149123101CATCATERPILLAR INC$14.2M0.06%42,641CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$14.1M0.06%70,742CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$13.9M0.05%273,378CommonSOLE
688239201OSKOSHKOSH CORP$13.9M0.05%128,646CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$13.9M0.05%165,372CommonSOLE
060505104BACBANK AMERICA CORP$13.7M0.05%341,331CommonSOLE
056752108BIDUBAIDU INC$13.6M0.05%158,233CommonSOLE
98978V103ZTSZOETIS INC$13.1M0.05%75,977CommonSOLE
55405YAB6MTSI 0.25 03/15/26MACOM TECH SOLUTIONS HLDGS I$13.1M0.05%9,382,000CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$12.9M0.05%497,584CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$12.8M0.05%320,983CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$12.8M0.05%220,539CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$12.8M0.05%440,907CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$12.7M0.05%166,768CommonSOLE
775711104ROLROLLINS INC$12.7M0.05%258,329CommonSOLE
902973304USBUS BANCORP DEL$12.6M0.05%314,241CommonSOLE
49177J102KVUEKENVUE INC$12.2M0.05%680,442CommonSOLE
80874P109LNWOLIGHT & WONDER INC$12.2M0.05%116,484CommonSOLE
806857108SLBSCHLUMBERGER LTD$12.2M0.05%260,129CommonSOLE
G3323L100FNFABRINET$12.0M0.05%48,928CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$11.9M0.05%45,596CommonSOLE
64110L106NFLXNETFLIX INC$11.9M0.05%17,586CommonSOLE
05464C101AXONAXON ENTERPRISE INC$11.6M0.05%39,315CommonSOLE
031162100AMGNAMGEN INC$11.4M0.04%36,449CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$11.3M0.04%27,508CommonSOLE
58155Q103MCKMCKESSON CORP$11.2M0.04%19,201CommonSOLE
37045V100GMGENERAL MTRS CO$11.2M0.04%242,669CommonSOLE
863667101SYKSTRYKER CORPORATION$11.0M0.04%32,218CommonSOLE
632307104NTRANATERA INC$10.9M0.04%101,301CommonSOLE
55261F104MTBM & T BK CORP$10.9M0.04%71,958CommonSOLE
009158106APDAIR PRODS & CHEMS INC$10.8M0.04%41,684CommonSOLE
375558103GILDGILEAD SCIENCES INC$10.7M0.04%154,717CommonSOLE
086516101BBYBEST BUY INC$10.6M0.04%125,976CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$10.5M0.04%35,344CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$10.4M0.04%520,833CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$10.4M0.04%140,529CommonSOLE
M98068105WIXWIX COM LTD$10.4M0.04%65,387CommonSOLE
532457108LLYELI LILLY & CO$10.3M0.04%11,435CommonSOLE
609207105MDLZMONDELEZ INTL INC$10.3M0.04%159,170CommonSOLE
876030107TPRTAPESTRY INC$10.3M0.04%238,905CommonSOLE
37637K108GTLBGITLAB INC$10.3M0.04%205,322CommonSOLE
204166102CVLTCOMMVAULT SYS INC$10.3M0.04%84,141CommonSOLE
337738108FISVFISERV INC$10.1M0.04%68,073CommonSOLE
192108504CDECOEUR MNG INC$10.0M0.04%1,661,048CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$10.0M0.04%553,047CommonSOLE
05465C100AXAXOS FINANCIAL INC$9.8M0.04%171,740CommonSOLE
882508104TXNTEXAS INSTRS INC$9.8M0.04%50,125CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$9.7M0.04%269,292CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$9.6M0.04%601,017CommonSOLE
91529Y106UNMUNUM GROUP$9.5M0.04%187,121CommonSOLE
78349D107RXSTRXSIGHT INC$9.5M0.04%159,005CommonSOLE
690742101OCOWENS CORNING NEW$9.5M0.04%54,815CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$9.5M0.04%733,377CommonSOLE
23248VAB1CYBR 0 11/15/24CYBERARK SOFTWARE LTD$9.5M0.04%5,451,000CommonSOLE
637417106NNNNNN REIT INC$9.4M0.04%218,576CommonSOLE
857477103STTSTATE STR CORP$9.4M0.04%126,673CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$9.2M0.04%486,779CommonSOLE
05968L102CIBEURBANCOLOMBIA S A$9.2M0.04%279,793CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$9.2M0.04%66,544CommonSOLE
207410101CNMDCONMED CORP$9.1M0.04%132,132CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$9.1M0.04%124,357CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$9.0M0.04%63,145CommonSOLE
07831C103BRBRBELLRING BRANDS INC$9.0M0.04%157,181CommonSOLE
G6095L109APTIV PLC$9.0M0.04%127,858CommonSOLE
358039105FRPTFRESHPET INC$8.9M0.04%68,930CommonSOLE
G4863A108BRSLINTERNATIONAL GAME TECHNOLOG$8.9M0.03%442,523CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$8.8M0.03%352,663CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$8.8M0.03%292,243CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$8.7M0.03%118,217CommonSOLE
858119100STLDSTEEL DYNAMICS INC$8.7M0.03%67,041CommonSOLE
115637209BF/BBROWN FORMAN CORP$8.7M0.03%202,306CommonSOLE
045487105ASBASSOCIATED BANC CORP$8.6M0.03%411,761CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$8.6M0.03%210,801CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$8.6M0.03%79,285CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$8.6M0.03%55,260CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$8.5M0.03%139,462CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$8.4M0.03%133,670CommonSOLE
929089100VOYAVOYA FINANCIAL INC$8.4M0.03%117,706CommonSOLE
947890109WBSWEBSTER FINL CORP$8.3M0.03%189,551CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$8.3M0.03%47,778CommonSOLE
26969P108EXPEAGLE MATLS INC$8.0M0.03%37,034CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$8.0M0.03%120,626CommonSOLE
125523100CITHE CIGNA GROUP$7.9M0.03%23,823CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$7.8M0.03%166,652CommonSOLE
26603R106DUOLDUOLINGO INC$7.8M0.03%37,196CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$7.8M0.03%79,975CommonSOLE
G51405119CRGOWFREIGHTOS LTD$7.7M0.03%495,000CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$7.5M0.03%748,451CommonSOLE
M1R95N100ARBEARBE ROBOTICS LTD$7.4M0.03%3,719,379CommonSOLE
98887Q104ZLABZAI LAB LTD$7.4M0.03%437,265CommonSOLE
96145D105WRKUSDWESTROCK CO$7.3M0.03%146,925CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$7.1M0.03%237,337CommonSOLE
12514G108CDWCDW CORP$7.1M0.03%31,720CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$7.0M0.03%1,170,214CommonSOLE
M8287R202REEREE AUTOMOTIVE LTD$7.0M0.03%1,747,014CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$6.7M0.03%143,178CommonSOLE
10576N102BRZEBRAZE INC$6.7M0.03%171,802CommonSOLE
86333MAA6LRN 1.125 09/01/27STRIDE INC$6.6M0.03%4,643,000CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$6.2M0.02%79,422CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$6.0M0.02%274,624CommonSOLE
29355A107ENPHENPHASE ENERGY INC$6.0M0.02%60,032CommonSOLE
651229106NWLNEWELL BRANDS INC$6.0M0.02%1,000,000CommonSOLE
42809H107HESHESS CORP$5.8M0.02%39,278CommonSOLE
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$5.8M0.02%5,385,000CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$5.7M0.02%82,043CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$5.6M0.02%351,115CommonSOLE
G2519Y108BAPCREDICORP LTD$5.4M0.02%33,329CommonSOLE
444859102HUMHUMANA INC$5.2M0.02%13,951CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$5.2M0.02%306,253CommonSOLE
91864C107BRNSBARINTHUS BIOTHERAPEUTICS PL$5.2M0.02%5,197,349CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$5.2M0.02%37,690CommonSOLE
302491303FMCFMC CORP$5.1M0.02%88,742CommonSOLE
222070203COTYCOTY INC$5.1M0.02%509,694CommonSOLE
22266M104COURCOURSERA INC$5.0M0.02%721,119CommonSOLE
09260D107BXBLACKSTONE INC$4.9M0.02%39,496CommonSOLE
98419M100XYLXYLEM INC$4.9M0.02%35,891CommonSOLE
20825C104COPCONOCOPHILLIPS$4.9M0.02%42,586CommonSOLE
41068X100HASIHANNON ARMSTRONG SUST INFR C$4.8M0.02%159,120CommonSOLE
653656108NICENICE LTD$4.6M0.02%26,702CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$4.3M0.02%613,829CommonSOLE
53681K100LITHIUM AMERICAS ARGENTINA C$4.1M0.02%1,376,109CommonSOLE
68622V106OGNORGANON & CO$4.1M0.02%195,648CommonSOLE
465741106ITRIITRON INC$4.1M0.02%41,251CommonSOLE
117043109BCBRUNSWICK CORP$4.0M0.02%55,218CommonSOLE
02209S103MOALTRIA GROUP INC$3.9M0.02%85,724CommonSOLE
81762P102NOWSERVICENOW INC$3.8M0.01%4,826CommonSOLE
465741AN6ITRI 0 03/15/26ITRON INC$3.7M0.01%3,659,000CommonSOLE
87612E106TGTTARGET CORP$3.7M0.01%24,664CommonSOLE
718546104PSXPHILLIPS 66$3.6M0.01%25,506CommonSOLE
G51405101CRGOFREIGHTOS LTD$3.5M0.01%1,771,094CommonSOLE
40434L105HPQHP INC$3.3M0.01%93,670CommonSOLE
553498106MSAMSA SAFETY INC$3.2M0.01%17,264CommonSOLE
291011104EMREMERSON ELEC CO$3.2M0.01%29,470CommonSOLE
73278L105POOLPOOL CORP$3.2M0.01%10,518CommonSOLE
487836108KKELLANOVA$3.0M0.01%52,053CommonSOLE
040413106ANETEURARISTA NETWORKS INC$3.0M0.01%8,591CommonSOLE
91913Y100VLOVALERO ENERGY CORP$3.0M0.01%18,874CommonSOLE
88160R101TSLATESLA INC$2.8M0.01%14,258CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.8M0.01%71,901CommonSOLE
67077M108NTRNUTRIEN LTD$2.7M0.01%53,186CommonSOLE
654106103NKENIKE INC$2.7M0.01%35,463CommonSOLE
68248T204ONECONNECT FINL TECHNOLOGY C$2.5M0.01%1,268,157CommonSOLE
001055102AFLAFLAC INC$2.5M0.01%28,479CommonSOLE
931142103WMTWALMART INC$2.5M0.01%36,906CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$2.4M0.01%73,208CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.4M0.01%17,448CommonSOLE
59156R108METMETLIFE INC$2.3M0.01%33,515CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.3M0.01%6,920CommonSOLE
83444M101SOLVSOLVENTUM CORP$2.3M0.01%44,017CommonSOLE
12504L109CBRECBRE GROUP INC$2.3M0.01%26,184CommonSOLE
44842L103HCMHUTCHMED CHINA LTD$2.3M0.01%134,898CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.3M0.01%5,069CommonSOLE
038222105AMATAPPLIED MATLS INC$2.2M0.01%9,370CommonSOLE
231021106CMICUMMINS INC$2.2M0.01%7,870CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.1M0.01%104,254CommonSOLE
438516106HONHONEYWELL INTL INC$2.1M0.01%9,722CommonSOLE
704326107PAYXPAYCHEX INC$2.1M0.01%17,378CommonSOLE
09062X103BIIBBIOGEN INC$2.0M0.01%8,593CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.9M0.01%487CommonSOLE
98138H101WDAYWORKDAY INC$1.9M0.01%8,395CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.9M0.01%25,290CommonSOLE
79466L302CRMSALESFORCE INC$1.9M0.01%7,235CommonSOLE
370334104GISGENERAL MLS INC$1.8M0.01%29,302CommonSOLE
244199105DEDEERE & CO$1.8M0.01%4,885CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.8M0.01%27,702CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.8M0.01%12,742CommonSOLE
871607107SNPSSYNOPSYS INC$1.8M0.01%2,947CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.6M0.01%18,506CommonSOLE
98389B100XELXCEL ENERGY INC$1.6M0.01%29,558CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$1.5M0.01%31,041CommonSOLE
219350105GLWCORNING INC$1.5M0.01%38,062CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.4M0.01%16,034CommonSOLE
64110D104NTAPNETAPP INC$1.4M0.01%10,877CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.4M0.01%65,394CommonSOLE
H01301128ALCALCON AG$1.4M0.01%15,415CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$1.4M0.01%136,941CommonSOLE
052800109ALVAUTOLIV INC$1.3M0.01%12,501CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$1.3M0.01%11,595CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$1.3M0.01%67,332CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.3M0.00%34,847CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.2M0.00%12,710CommonSOLE
922475108VEEVVEEVA SYS INC$1.1M0.00%6,128CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.1M0.00%40,633CommonSOLE
74340E103PGNYPROGYNY INC$1.1M0.00%36,641CommonSOLE
89531P105TREXTREX CO INC$1.1M0.00%14,197CommonSOLE
833445109SNOWSNOWFLAKE INC$1.0M0.00%7,608CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.0M0.00%21,666CommonSOLE
456788108INFYINFOSYS LTD$999,2860.00%52,594CommonSOLE
372460105GPCGENUINE PARTS CO$975,7980.00%7,071CommonSOLE
665859104NTRSNORTHERN TR CORP$971,4600.00%11,565CommonSOLE
969457100WMBWILLIAMS COS INC$969,0480.00%22,536CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$939,1980.00%12,041CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$938,0120.00%6,212CommonSOLE
681919106OMCOMNICOM GROUP INC$923,7600.00%10,264CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$919,6460.00%70,742CommonSOLE
902494103TSNTYSON FOODS INC$895,5270.00%15,711CommonSOLE
189054109CLXCLOROX CO DEL$876,3840.00%6,444CommonSOLE
45104G104IBNICICI BANK LIMITED$868,6080.00%29,952CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$856,9800.00%9,315CommonSOLE
695156109PKGPACKAGING CORP AMER$839,9700.00%4,590CommonSOLE
942622200WSOWATSCO INC$821,3620.00%1,774CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$797,0430.00%7,449CommonSOLE
668771108GENGEN DIGITAL INC$788,5500.00%31,542CommonSOLE
833034101SNASNAP ON INC$773,3430.00%2,963CommonSOLE
012653101ALBALBEMARLE CORP$770,7840.00%8,029CommonSOLE
205887102CAGCONAGRA BRANDS INC$722,3720.00%25,799CommonSOLE
896239100TRMBTRIMBLE INC$716,0160.00%12,786CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$704,3050.00%137,629CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$679,8300.00%3,162CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$656,7840.00%18,244CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$628,8660.00%12,834CommonSOLE
453038408IMOIMPERIAL OIL LTD$626,8540.00%9,220CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$605,2010.00%20,869CommonSOLE
832696405SJMSMUCKER J M CO$602,7700.00%5,530CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$590,4800.00%6,710CommonSOLE
02005N100ALLYALLY FINL INC$496,9600.00%12,424CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$481,9250.00%13,025CommonSOLE
134429109CPBCAMPBELL SOUP CO$469,0350.00%10,423CommonSOLE
237266101DARDARLING INGREDIENTS INC$465,1640.00%12,572CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$458,6670.00%3,729CommonSOLE
418056107HASHASBRO INC$458,5480.00%7,772CommonSOLE
87971M103TUTELUS CORPORATION$454,5030.00%29,605CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$447,2000.00%17,200CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$434,6820.00%5,301CommonSOLE
574795100MASIMASIMO CORP$408,2400.00%3,240CommonSOLE
683715106OTEXOPEN TEXT CORP$403,5920.00%13,465CommonSOLE
440452100HRLHORMEL FOODS CORP$401,9700.00%13,399CommonSOLE
74340W103PLDPROLOGIS INC.$337,1200.00%3,010CommonSOLE
95040Q104WELLWELLTOWER INC$330,8240.00%3,181CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$329,4060.00%10,626CommonSOLE
354613101BENFRANKLIN RESOURCES INC$305,9540.00%13,907CommonSOLE
770323103RHIROBERT HALF INC.$294,0160.00%4,594CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$253,9920.00%1,671CommonSOLE
253868103DLRDIGITAL RLTY TR INC$206,8720.00%1,361CommonSOLE
444097109HUDSON PAC PPTYS INC$169,3450.00%33,869CommonSOLE
73757R102PSTLPOSTAL REALTY TRUST INC$162,3830.00%12,491CommonSOLE
74965L101RLJRLJ LODGING TR$159,9100.00%15,991CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$156,5100.00%15,651CommonSOLE
69007J106OUTFRONT MEDIA INC$151,6340.00%10,831CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.