Institutions / RWC Asset Management LLP
RWC Asset Management LLP
CIK 1520478 · Institution · as of Dec 31, 2025
Portfolio value
$2.03B
Positions
166
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 166 →
| Company | Value | % of portfolio |
|---|---|---|
| Macy's, Inc. | $241.78M | 11.9% |
| Hp Inc | $133.90M | 6.6% |
| Exelon Corp | $78.63M | 3.9% |
| Lear Corp | $67.59M | 3.3% |
| Gold Fields LtdGFI | $58.33M | 2.9% |
| Sociedad Quimica Y Minera de | $58.25M | 2.9% |
| Johnson & Johnson | $55.13M | 2.7% |
| Molson Coors Beverage Co | $51.56M | 2.5% |
| Omnicom Group Inc. | $45.01M | 2.2% |
| Grupo Financiero Galicia SAGGAL | $44.03M | 2.2% |
| Sysco Corp | $38.94M | 1.9% |
| Paychex Inc | $37.58M | 1.8% |
| Vista Energy, S.A.B. de C.V.VIST | $36.31M | 1.8% |
| Keurig Dr Pepper Inc | $35.55M | 1.7% |
| American Tower Corp | $35.28M | 1.7% |
| Vale S.A.VALE | $32.58M | 1.6% |
| Constellation Energy Corp | $31.96M | 1.6% |
| Cms Energy Corp | $30.76M | 1.5% |
| Nextera Energy Inc | $29.88M | 1.5% |
| Philip Morris International Inc. | $28.98M | 1.4% |
| Ambev S.A.ABEV | $26.47M | 1.3% |
| Dominion Energy, Inc | $25.57M | 1.3% |
| Loma Negra Compania Industrial Argentina Sociedad AnonimaLOMA | $25.45M | 1.3% |
| Banco Santander Chile New | $25.09M | 1.2% |
| Pepsico Inc | $24.93M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.