Amova Asset Management Americas, Inc. Q1 2016 Filing

Filed May 10, 2016

Portfolio Value

$836.7B

Holdings

230

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (230 positions)

#StockSharesValue% PortfolioType
1
XOMEXXON MOBIL CORP
449,093$38.0B4.54%
2
BHP BILLITON PLC-ADR
1,375,712$31.7B3.79%
3
RDS/AROYAL DUTCH SHELL-SPON ADR-A
616,150$30.2B3.61%
4
CVXCHEVRON CORP
308,230$29.4B3.51%
5
TTENTOTAL SA-SPON ADR
566,812$26.2B3.14%
6
RIORIO TINTO PLC-SPON ADR
808,464$23.1B2.76%
7
IPINTERNATIONAL PAPER CO
522,719$21.4B2.56%
8
MONSANTO CO
226,300$20.6B2.46%
9
BPBP PLC-SPONS ADR
620,338$19.2B2.29%
10
WYWEYERHAEUSER CO
574,507$17.8B2.13%
11
MOSMOSAIC CO/THE
632,429$17.8B2.13%
12
SLBSCHLUMBERGER LTD
233,871$17.4B2.08%
13
NUENUCOR CORP
351,262$17.0B2.03%
14
DOW CHEMICAL CO/THE
321,168$16.5B1.98%
15
SYNGENTA AG-ADR
193,523$16.0B1.92%
16
OXYOCCIDENTAL PETROLEUM CORP
224,700$15.4B1.84%
17
ADMARCHER-DANIELS-MIDLAND CO
404,999$14.8B1.77%
18
ABXBARRICK GOLD CORP
1,070,400$14.8B1.76%
19
APCANADARKO PETROLEUM CORP
308,536$14.3B1.71%
20
PXDEURPIONEER NATURAL RESOURCES CO
101,900$14.3B1.71%
21
CXOEURCONCHO RESOURCES INC
131,500$13.4B1.60%
22
FCXFREEPORT-MCMORAN INC
1,262,447$13.0B1.55%
23
AGRIUM INC
141,138$12.8B1.52%
24
GOLDCORP INC
772,563$12.7B1.51%
25
HALHALLIBURTON CO
351,200$12.7B1.51%
26
POT1EURPOTASH CORP OF SASKATCHEWAN
709,196$12.3B1.48%
27
EQTEQT CORP
169,264$11.2B1.34%
28
NBL2EURNOBLE ENERGY INC
357,000$11.0B1.31%
29
AU3EURANGLOGOLD ASHANTI-SPON ADR
788,600$10.8B1.30%
30
CRCCANADIAN NATURAL RESOURCES
370,230$10.0B1.19%
31
MLMMARTIN MARIETTA MATERIALS
60,511$9.4B1.12%
32
CTRACABOT OIL & GAS CORP
409,157$9.3B1.11%
33
BKRBAKER HUGHES INC
203,345$8.8B1.05%
34
EOGEOG RESOURCES INC
114,100$8.4B1.00%
35
RANDGOLD RESOURCES LTD-ADR
88,143$8.0B0.96%
36
SUPERIOR ENERGY SERVICES INC
569,092$7.5B0.89%
37
STLDSTEEL DYNAMICS INC
318,700$7.3B0.87%
38
SCCOSOUTHERN COPPER CORP
256,270$7.2B0.86%
39
CFCF INDUSTRIES HOLDINGS INC
210,230$6.7B0.80%
40
TAHOE RESOURCES INC
631,950$6.6B0.79%
41
DRQEURDRIL-QUIP INC
105,249$6.3B0.75%
42
XECEURCIMAREX ENERGY CO
60,400$5.8B0.70%
43
OIIOCEANEERING INTL INC
177,557$5.8B0.69%
44
HESHESS CORP
110,970$5.7B0.68%
45
GPOR1EURGULFPORT ENERGY CORP
182,500$5.1B0.61%
46
COPCONOCOPHILLIPS
125,968$5.0B0.60%
47
EGOELDORADO GOLD CORP
1,611,783$5.0B0.60%
48
RICEEURRICE ENERGY INC
368,500$5.0B0.60%
49
SMSM ENERGY CO
270,807$4.8B0.58%
50
PC6APETROCHINA CO LTD -ADR
72,333$4.8B0.58%
51
CEOCNOOC LTD-SPON ADR
39,452$4.6B0.55%
52
FMC TECHNOLOGIES INC
162,532$4.4B0.53%
53
HFCUSDHOLLYFRONTIER CORP
126,700$4.4B0.52%
54
FANGDIAMONDBACK ENERGY INC
53,200$4.2B0.50%
55
TECK/BTECK RESOURCES LTD-CLS B
535,651$4.2B0.50%
56
PSXPHILLIPS 66
47,700$4.2B0.50%
57
SNPUSDCHINA PETROLEUM & CHEM-ADR
62,790$4.1B0.49%
58
VLOVALERO ENERGY CORP
63,500$4.1B0.49%
59
AAALCOA INC
411,700$4.0B0.48%
60
PBRPETROLEO BRASILEIRO-SPON ADR
647,900$3.8B0.45%
61
ROWAN COMPANIES PLC-A
233,000$3.6B0.43%
62
TAT&T INC
90,200$3.6B0.42%
63
PFEPFIZER INC
110,141$3.3B0.40%
64
AAPLAPPLE INC
28,400$3.1B0.37%
65
ISRAEL CHEMICALS LTD
705,483$3.1B0.37%
66
MSFTMICROSOFT CORP
55,600$3.1B0.37%
67
AXIALL CORP
139,742$3.1B0.36%
68
COBALT INTERNATIONAL ENERGY
985,312$2.8B0.33%
69
KMIKINDER MORGAN INC
148,700$2.7B0.32%
70
INTCINTEL CORP
79,400$2.6B0.31%
71
WFRDWEATHERFORD INTERNATIONAL PL
327,000$2.5B0.30%
72
CSCOCISCO SYSTEMS INC
81,400$2.3B0.28%
73
AMZNAMAZON.COM INC
3,300$2.0B0.24%
74
METAFACEBOOK INC-A
15,800$1.8B0.22%
75
MCDMCDONALD'S CORP
14,200$1.8B0.21%
76
BRK/BBERKSHIRE HATHAWAY INC-CL B
12,200$1.7B0.21%
77
JNJJOHNSON & JOHNSON
15,700$1.7B0.20%
78
KOCOCA-COLA CO/THE
34,300$1.6B0.19%
79
GOOGALPHABET INC-CL C
2,104$1.6B0.19%
80
MRKMERCK & CO. INC.
29,500$1.6B0.19%
81
GOOGLALPHABET INC-CL A
2,000$1.5B0.18%
82
GEGENERAL ELECTRIC CO
48,100$1.5B0.18%
83
WFCWELLS FARGO & CO
30,500$1.5B0.18%
84
ABBVABBVIE INC
26,000$1.5B0.18%
85
PGPROCTER & GAMBLE CO/THE
17,688$1.5B0.17%
86
MOALTRIA GROUP INC
21,100$1.3B0.16%
87
HDHOME DEPOT INC
9,400$1.3B0.15%
88
IBMINTL BUSINESS MACHINES CORP
8,300$1.2B0.15%
89
BACVERIZON COMMUNICATIONS INC
22,700$1.2B0.15%
90
JPMJPMORGAN CHASE & CO
20,149$1.2B0.14%
91
TRVCCITIGROUP INC
27,200$1.1B0.14%
92
GMGENERAL MOTORS CO
33,100$1.0B0.12%
93
COFCAPITAL ONE FINANCIAL CORP
14,700$1.0B0.12%
94
PEPPEPSICO INC
9,900$1.0B0.12%
95
LIBERTY INTERACTIVE CORP Q-A
39,600$998.0M0.12%
96
BACBANK OF AMERICA CORP
73,600$992.0M0.12%
97
VVISA INC-CLASS A SHARES
12,500$960.0M0.11%
98
DISWALT DISNEY CO/THE
9,300$920.0M0.11%
99
MHKMOHAWK INDUSTRIES INC
4,800$917.0M0.11%
100
CVSCVS HEALTH CORP
8,400$874.0M0.10%
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