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Ativo Capital Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1423065

$130.6M

disclosed book value

56

positions

9.7%

largest position share

Positions, as of 2026-06-30

top 56 of 56 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1TSMTaiwan Semiconductor Mfg Ltd S26,463$12.6M9.7%
2AerCap Holdings NV62,518$9.1M7%
3Credicorp Ltd18,710$7.3M5.6%
4HTHTHuazhu Group Ltd Sponsored Ads135,910$5.7M4.3%
5NTESNetease Inc Sp ADR36,800$4.7M3.6%
6FLINFranklin Templeton ETF Tr Fran130,120$4.6M3.5%
7YUMCYum China Holdings Inc100,960$4.1M3.2%
8ASML Holding NV NY Registry1,696$3.4M2.6%
9ATEYYAdvantest Corp Sp ADR13,637$2.8M2.2%
10RYRoyal Bank of Canada Montreal13,041$2.7M2.1%
11BBVABanco Bilbao Vizcaya Argentari101,890$2.6M2%
12BBarrick Mining Corporation68,202$2.5M1.9%
13NVSNovartis AG Sp ADR15,609$2.4M1.9%
14TDToronto Dominion Bank Ont19,265$2.3M1.8%
15DBSDYDBS Group Holdings Ltd Sp ADR10,427$2.1M1.6%
16SMPNYSompo Holdings Inc ADR109,247$2.1M1.6%
17ABBNYAbb Ltd Sp Adr18,835$2.0M1.6%
18BTIBritish American Tobacco PLC S32,322$2.0M1.5%
19WHGLYWh Group Ltd Sp Adr92,650$2.0M1.5%
20AEMAgnico Eagle Mines Ltd12,599$2.0M1.5%
21IXORIX Corp Sp ADR51,144$1.9M1.5%
22ALIZYAllianz SE Unsponsrd ADS41,216$1.9M1.5%
23UNCRYUniCredit SpA Unsponsord ADR42,441$1.9M1.5%
24SBSCompanhia de Saneamento Basico327,423$1.9M1.4%
25AGESYAgeas Sp ADR Ne23,011$1.9M1.4%
26ENGIYEngie SA Sp ADR57,337$1.8M1.4%
27IPSEYIpsen Sa Sp Adr38,753$1.8M1.4%
28CIGCia Energetica de Minas Gerais808,007$1.7M1.3%
29NRDBYNordea Bank Abp MTN Sp ADS89,574$1.7M1.3%
30IDEXYIndustrial De Diseno Textil In107,032$1.7M1.3%
31TSCDYTesco Plc Sp Adr88,537$1.6M1.2%
32MKTAYMakita Corp Sp ADR45,002$1.6M1.2%
33AXAHYAXA SA Sp ADR32,076$1.6M1.2%
34QBIEYQBE INS GROUP LTD91,497$1.6M1.2%
35CRARYCredit Agricole SA ADR154,438$1.5M1.2%
36PROSYProsus NV Sp ADR176,339$1.5M1.2%
37DNBBYDnb Bank Asa Sponsored51,397$1.5M1.2%
38GILGildan Activewear Inc28,312$1.5M1.1%
39LUGDFLundin Gold Inc26,729$1.4M1.1%
40ARZGYAssicurazioni Generali Spa Uns58,651$1.4M1.1%
41ASRGrupo Aeroportuario Del Surest4,522$1.4M1.1%
42KGCKinross Gold Corp58,295$1.4M1.1%
43KMTUYKomatsu Ltd Sp Adr New35,063$1.4M1%
44MSADYMS&AD Ins Group Holdings ADR52,137$1.4M1%
45VLVLYVolvo Ab Unsponsord ADR40,025$1.4M1%
46BVNCompania de Minas Buenaventura46,082$1.3M1%
47HMYHarmony Gold Mining Co Ltd Sp86,460$1.3M1%
48INGING Groep NV Sp ADR41,776$1.3M1%
49ULUnilever PLC Sp ADR21,207$1.3M1%
50FJTSYFujitsu Ltd Unsponsored Adr58,025$1.2M0.9%
51RAIFYRaiffeisen Bank Intl Ag Adr65,099$1.0M0.8%
52OVCHYOversea Chinese Bank Unsponsor22,298$856,6890.7%
53CPYYYCentrica Plc Sp Adr New90,329$827,4140.6%
54SGBLYStandard Bank Group Ltd Sp ADR37,516$744,3120.6%
55GOFPYAllwyn AG72,380$573,6840.4%
56EENI SPA Sp ADR12,212$572,2540.4%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.