Ninety One North America, Inc. Q1 2018 Filing

Filed May 15, 2018

Portfolio Value

$1.3B

Holdings

113

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (113 positions)

#	Stock	Shares	Value	% Portfolio	Type
101	AMCXAMC NETWORKS INC	25,323	$1.3M	0.10%
102	OCOWENS CORNING	16,071	$1.3M	0.10%
103	WCCWESCO INTERNATIONAL INC	18,945	$1.2M	0.09%
104	RDNRADIAN GROUP INC	61,660	$1.2M	0.09%
105	GSGOLDMAN SACHS GROUP INC/THE	4,592	$1.2M	0.09%
106	GNRCGENERAC HOLDINGS INC	21,797	$1.0M	0.08%
107	RITMNEW RESIDENTIAL INVESTMENT COR	60,654	$998K	0.08%
108	CRCCANADIAN NATURAL RESOURCES LTD	31,705	$996K	0.08%
109	FNFFNF GROUP	23,468	$939K	0.07%
110	SPGSIMON PROPERTY GROUP INC	3,900	$602K	0.05%
111	BUDANHEUSER-BUSCH INBEV SA/NV	4,800	$528K	0.04%
112	STNGSCORPIO TANKERS INC	255,275	$500K	0.04%
113	NTESNETEASE INC	1,070	$300K	0.02%

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