Amova Asset Management Americas, Inc. Q3 2016 Filing

Filed October 28, 2016

Portfolio Value

$1.2T

Holdings

245

Report Date

Q3 2016

Filing Type

13F-HR

All Holdings (245 positions)

#StockSharesValue% PortfolioType
1
BHP BILLITON PLC-ADR
1,917,412$58.2B4.95%
2
XOMEXXON MOBIL CORP
532,693$46.5B3.95%
3
RDS/AROYAL DUTCH SHELL-SPON ADR-A
795,450$39.8B3.39%
4
MONSANTO CO
384,300$39.3B3.34%
5
TTENTOTAL SA-SPON ADR
779,212$37.2B3.16%
6
RIORIO TINTO PLC-SPON ADR
1,064,164$35.5B3.02%
7
CVXCHEVRON CORP
330,630$34.0B2.89%
8
IPINTERNATIONAL PAPER CO
656,319$31.5B2.68%
9
SLBSCHLUMBERGER LTD
380,171$29.9B2.54%
10
BPBP PLC-SPONS ADR
769,438$27.0B2.30%
11
ABXBARRICK GOLD CORP
1,498,800$26.6B2.26%
12
HALHALLIBURTON CO
566,700$25.4B2.16%
13
APCANADARKO PETROLEUM CORP
388,436$24.6B2.09%
14
WYWEYERHAEUSER CO
719,007$23.0B1.95%
15
MOSMOSAIC CO/THE
880,029$21.5B1.83%
16
NUENUCOR CORP
426,962$21.1B1.80%
17
OXYOCCIDENTAL PETROLEUM CORP
279,200$20.4B1.73%
18
PXDEURPIONEER NATURAL RESOURCES CO
105,400$19.6B1.66%
19
DOW CHEMICAL CO/THE
372,668$19.3B1.64%
20
NBL2EURNOBLE ENERGY INC
540,300$19.3B1.64%
21
FCXFREEPORT-MCMORAN INC
1,760,847$19.1B1.63%
22
SYNGENTA AG-ADR
216,123$18.9B1.61%
23
ADMARCHER-DANIELS-MIDLAND CO
434,699$18.3B1.56%
24
AGRIUM INC
191,538$17.4B1.48%
25
AU3EURANGLOGOLD ASHANTI-SPON ADR
1,060,400$16.9B1.44%
26
POT1EURPOTASH CORP OF SASKATCHEWAN
1,006,096$16.4B1.40%
27
CXOEURCONCHO RESOURCES INC
115,000$15.8B1.34%
28
GOLDCORP INC
949,363$15.7B1.33%
29
CTRACABOT OIL & GAS CORP
534,457$13.8B1.17%
30
TAHOE RESOURCES INC
1,030,850$13.2B1.12%
31
SUPERIOR ENERGY SERVICES INC
731,292$13.1B1.11%
32
CRCCANADIAN NATURAL RESOURCES
397,030$12.7B1.08%
33
EQTEQT CORP
167,764$12.2B1.04%
34
CFCF INDUSTRIES HOLDINGS INC
474,230$11.5B0.98%
35
EOGEOG RESOURCES INC
112,900$10.9B0.93%
36
FMC TECHNOLOGIES INC
324,132$9.6B0.82%
37
STLDSTEEL DYNAMICS INC
381,100$9.5B0.81%
38
BKRBAKER HUGHES INC
184,245$9.3B0.79%
39
EGOELDORADO GOLD CORP
2,264,883$8.9B0.76%
40
GPOR1EURGULFPORT ENERGY CORP
302,200$8.5B0.73%
41
SCCOSOUTHERN COPPER CORP
312,770$8.2B0.70%
42
OIIOCEANEERING INTL INC
296,757$8.2B0.69%
43
DRQEURDRIL-QUIP INC
146,349$8.2B0.69%
44
HESHESS CORP
148,670$8.0B0.68%
45
MTDRMATADOR RESOURCES CO
323,700$7.9B0.67%
46
PBRPETROLEO BRASILEIRO-SPON ADR
804,500$7.5B0.64%
47
NEMNEWMONT MINING CORP
190,100$7.5B0.64%
48
SYNERGY RESOURCES CORP
1,065,400$7.4B0.63%
49
VLOVALERO ENERGY CORP
138,600$7.3B0.62%
50
SMSM ENERGY CO
183,607$7.1B0.60%
51
OISOIL STATES INTERNATIONAL INC
219,700$6.9B0.59%
52
COPCONOCOPHILLIPS
155,768$6.8B0.58%
53
MLMMARTIN MARIETTA MATERIALS
35,411$6.3B0.54%
54
CEOCNOOC LTD-SPON ADR
49,652$6.3B0.53%
55
FANGDIAMONDBACK ENERGY INC
61,800$6.0B0.51%
56
PC6APETROCHINA CO LTD -ADR
87,733$5.9B0.50%
57
SNPUSDCHINA PETROLEUM & CHEM-ADR
78,990$5.8B0.50%
58
KMIKINDER MORGAN INC
251,500$5.8B0.49%
59
HFCUSDHOLLYFRONTIER CORP
224,800$5.5B0.47%
60
TECK/BTECK RESOURCES LTD-CLS B
293,051$5.3B0.45%
61
ROWAN COMPANIES PLC-A
333,000$5.0B0.43%
62
RANDGOLD RESOURCES LTD-ADR
46,443$4.7B0.40%
63
PSXPHILLIPS 66
56,700$4.6B0.39%
64
INTCINTEL CORP
118,900$4.5B0.38%
65
WFRDWEATHERFORD INTERNATIONAL PL
788,300$4.4B0.38%
66
MSFTMICROSOFT CORP
69,800$4.0B0.34%
67
MRKMERCK & CO. INC.
63,100$3.9B0.33%
68
ISRAEL CHEMICALS LTD
911,526$3.5B0.30%
69
4I1PHILIP MORRIS INTERNATIONAL
35,500$3.5B0.29%
70
ABBVABBVIE INC
54,600$3.4B0.29%
71
MOALTRIA GROUP INC
52,000$3.3B0.28%
72
AAPLAPPLE INC
28,400$3.2B0.27%
73
MCDMCDONALD'S CORP
27,000$3.1B0.26%
74
QCOMQUALCOMM INC
45,200$3.1B0.26%
75
METAFACEBOOK INC-A
23,700$3.0B0.26%
76
IBMINTL BUSINESS MACHINES CORP
18,600$3.0B0.25%
77
CSCOCISCO SYSTEMS INC
77,600$2.5B0.21%
78
TAT&T INC
59,700$2.4B0.21%
79
PFEPFIZER INC
54,741$1.9B0.16%
80
GMGENERAL MOTORS CO
57,800$1.8B0.16%
81
KOCOCA-COLA CO/THE
40,100$1.7B0.14%
82
AMZNAMAZON.COM INC
2,000$1.7B0.14%
83
JNJJOHNSON & JOHNSON
13,800$1.6B0.14%
84
AMTAMERICAN TOWER CORP
13,800$1.6B0.13%
85
CMCAN IMPERIAL BK OF COMMERCE
19,200$1.5B0.13%
86
CELGCELGENE CORP
13,800$1.4B0.12%
87
LABORATORY CRP OF AMER HLDGS
10,200$1.4B0.12%
88
TTELUS CORP
42,300$1.4B0.12%
89
GEGENERAL ELECTRIC CO
46,600$1.4B0.12%
90
HBANHUNTINGTON BANCSHARES INC
139,100$1.4B0.12%
91
SESPECTRA ENERGY CORP
31,700$1.4B0.12%
92
GOOGALPHABET INC-CL C
1,704$1.3B0.11%
93
SMGSCOTTS MIRACLE-GRO CO-CL A
15,500$1.3B0.11%
94
GOOGLALPHABET INC-CL A
1,600$1.3B0.11%
95
JPMJPMORGAN CHASE & CO
19,149$1.3B0.11%
96
PGPROCTER & GAMBLE CO/THE
14,188$1.3B0.11%
97
SUXSYNNEX CORP
10,700$1.2B0.10%
98
PKGPACKAGING CORP OF AMERICA
14,700$1.2B0.10%
99
PAYXPAYCHEX INC
20,400$1.2B0.10%
100
KLACKLA-TENCOR CORP
16,600$1.2B0.10%
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