CONFLUENCE INVESTMENT MANAGEMENT LLC Q4 2020 Filing

Filed January 25, 2021

Portfolio Value

$6.7B

Holdings

302

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (302 positions)

StockValue
—ICICI Bank Ltd. ADS
$193K
GLNCYGlencore Xstrata plc
$185K
TECK/BTeck Resources Limited
$184K
AYS1Sandstorm Gold Ltd.
$178K
CFRUYCompagnie Financiere Richemont
$174K
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