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Ativo Capital Management LLC

Q2 2023 · 13F-HR

Ativo Capital Management LLCholdings as filed

Filed 2023-08-08 · accession 0001423065-23-000004

$94.8M
Reported value
56
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
m22465104Check Point Software Tech Ltd$8.8M9.32%70,286CommonNONE
256135203RDYDr Reddys Laboratories Ltd ADR$6.0M6.30%94,530CommonNONE
64110w102Netease Inc Sp ADR$4.5M4.70%46,066CommonNONE
92763w103Vipshop Holdings Limited Spons$4.4M4.68%268,516CommonNONE
40415f101HDFC Bank Ltd ADR Reps 3$3.9M4.07%55,390CommonNONE
98850p109Yum China Holdings Inc$3.7M3.95%66,310CommonNONE
g2519y108Credicorp Ltd$3.4M3.54%22,740CommonNONE
874039100TSMTaiwan Semiconductor Mfg Ltd S$3.2M3.34%31,332CommonSOLE
01609w102Alibaba Group Holding Ltd Sp A$3.1M3.30%37,508CommonNONE
g4705a100Icon PLC$2.9M3.05%11,540CommonSOLE
803054204SAPSap SE Sp ADR$2.8M2.98%20,622CommonSOLE
759530108RELXRelx PLC Sp ADR$1.7M1.81%51,401CommonSOLE
00762u200Advantest Corp Sp ADR$1.7M1.78%12,550CommonSOLE
12532h104CGI Inc Cl A$1.6M1.71%15,390CommonSOLE
502441306LVMUYLVMH Moet Hennessy Louis Vuitt$1.6M1.70%8,509CommonSOLE
204409601CIGCia Energetica de Minas Gerais$1.4M1.50%540,417CommonSOLE
h42097107UBS Group AG$1.4M1.44%67,179CommonSOLE
71654v408Petroleo Brasileiro SA Sp ADR$1.4M1.44%98,427CommonSOLE
904678406UNCRYUniCredit SpA Unsponsord ADR$1.3M1.42%116,055CommonSOLE
824551105SHECYShin Etsu Chem Co Ltd ADR$1.3M1.39%79,082CommonSOLE
05946k101Banco Bilbao Vizcaya Argentari$1.3M1.37%168,828CommonSOLE
670100205NVONovo-Nordisk AS ADR$1.3M1.36%7,966CommonSOLE
878742204TECKTeck Resources Ltd Cl B$1.3M1.35%30,338CommonSOLE
n82405106Stellantis NV$1.3M1.34%72,307CommonSOLE
501187108KHNGYKuehne & Nagel Intl AG Unspons$1.2M1.29%20,631CommonSOLE
456837103INGING Groep NV Sp ADR$1.2M1.29%90,506CommonSOLE
423008101HKHHYHeineken Holding NV Sp ADR$1.2M1.26%27,500CommonSOLE
66987v109Novartis AG Sp ADR$1.2M1.22%11,494CommonSOLE
26874r108ENI SPA Sp ADR$1.1M1.20%39,335CommonSOLE
780087102RYRoyal Bank of Canada Montreal$1.1M1.19%11,799CommonSOLE
249906108DSGXDescartes Systems Group Inc$1.1M1.18%13,970CommonSOLE
088606108BHPBHP GROUP LTD$1.1M1.18%18,726CommonSOLE
03938l203ARCELORMITTAL SA LUXEMBOURG NY$1.1M1.15%39,959CommonSOLE
372303206GMABGenmab AS Sp ADS$1.1M1.15%28,741CommonSOLE
52463h103Legal & Gen Group PLC Sp ADR$1.1M1.15%74,009CommonSOLE
889110102TOELYTokyo Electron Ltd ADR$1.1M1.13%14,925CommonSOLE
136385101CNQCanadian Natural Resources Ltd$1.0M1.11%18,630CommonSOLE
904767704Unilever PLC Sp ADR$1.0M1.08%19,700CommonSOLE
05277e104Auto Trader Group PLC Unsponso$1.0M1.07%535,400CommonSOLE
01626p148Alimentation Couche-Tard Inc C$986,9861.04%19,232CommonSOLE
063671101BMOBANK MONTREAL QUE$960,6661.01%10,637CommonSOLE
981064108WFWoori Financial Group Inc Sp A$950,9281.00%35,285CommonSOLE
853118206SGBLYStandard Bank Group Ltd Sp ADR$945,4501.00%99,000CommonSOLE
89156v106Tourmaline Oil Corp$929,9480.98%19,719CommonSOLE
37733w204Gsk PLC Sp ADR$864,7930.91%24,265CommonSOLE
91912e105Vale SA ADR$814,0700.86%60,661CommonSOLE
69368g105Pt Bank Central Asia Tbk Unspo$803,9350.85%51,700CommonSOLE
833635105SQMSociedad Quimica Minera de Chi$779,3530.82%10,732CommonSOLE
767204100RIORio Tinto PLC Sp ADR$760,0980.80%11,906CommonSOLE
824667109SGIOYShionogi & Co Ltd Unsponsored$750,4380.79%71,538CommonSOLE
00202f102A P Moller-Maersk AS Unsponsor$720,9530.76%82,395CommonSOLE
05541j103BB Seguridade Participacoes SA$617,7940.65%96,080CommonSOLE
00215w100Ase Industrial Holding Co Ltd$531,8690.56%68,276CommonSOLE
453038408IMOImperial Oil Ltd$513,3260.54%10,034CommonSOLE
686330101IXORIX Corp Sp ADR$483,4130.51%5,300CommonSOLE
670875509OMVKYOMV AG Sp ADR$393,2040.41%9,300CommonSOLE

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.