StockDriftsStockDriftsTop 50 RWC Asset Management LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| M | MACYS INC | 8.5% | 11.27M | $204.0M | +2.82%(+309.25K) | $13.98(+31.79%) | 2026-03-31 | |
| CMCSA | COMCAST CORP NEW | 7.25% | 6.06M | $173.9M | new | $28.36(-12.06%) | 2026-03-31 | |
| HPQ | HP INC | 4.99% | 6.23M | $119.6M | +3.62%(+217.28K) | $23.45(-9.33%) | 2026-03-31 | |
| KHC | KRAFT HEINZ CO | 4.54% | 4.85M | $109.0M | new | $23.37(-0.81%) | 2026-03-31 | |
| EXC | EXELON CORP | 3.35% | 1.64M | $80.3M | -9.20%(-165.91K) | $38.04(+16.37%) | 2026-03-31 | |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | 3.23% | 956.6K | $77.4M | +13.00%(+110.03K) | $43.03(+112.91%) | 2026-03-31 | |
| LEA | LEAR CORP | 3.22% | 637.6K | $77.2M | +8.11%(+47.83K) | $106.14(+29.65%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.62% | 257.2K | $62.9M | -3.47%(-9.25K) | $162.79(+41.55%) | 2026-03-31 | |
| GFI | GOLD FIELDS LTD | 2.52% | 1.33M | $60.5M | -0.27%(-3.62K) | $15.84(+182.64%) | 2026-03-31 | |
| PBR | PETROLEO BRASILEIRO S A | 2.27% | 2.63M | $54.5M | +431.13%(+2.13M) | $15.80(+23.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.52% | +20.86% |
| Top 20 Holdings Unweighted | +6.94% | +22.30% |
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