Mondrian Investment Partners LTD — 13F holdings

Mondrian Investment Partners LTD reported 136 holdings worth $5.39B in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. YUMC YUM CHINA HLDGS INC — $874M (16.2%)
  2. SONY SONY GROUP CORP — $294M (5.5%)
  3. LYG LLOYDS BANKING GROUP PLC — $266M (4.9%)
  4. SAN BANCO SANTANDER SA — $259M (4.8%)
  5. GSK GSK PLC — $239M (4.4%)
  6. BTI BRITISH AMERN TOB PLC — $237M (4.4%)
  7. SNY SANOFI SA — $233M (4.3%)
  8. PHG KONINKLIJKE PHILIPS N V — $193M (3.6%)
  9. BP BP PLC — $175M (3.2%)
  10. PBR PETROLEO BRASILEIRO SA PETRO — $168M (3.1%)