RWC Asset Management LLP — 13F Holdings & Portfolio

CIK 1520478 · latest 13F-HR filed 2026-07-27

RWC Asset Management LLP manages $2.64B in 13F-reported U.S. long-equity assets across 160 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are M (7.98%), SJM (6.63%), KHC (6.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 29 new positions, exited 32, added to 52, and trimmed 38.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
VERDE 4TH FLOOR, 10 BRESSENDEN PLACE
LONDON, X0 SW1E 5DH
Phone
011442072276000
Filing Manager
RWC Asset Management LLP
LONDON, X0
Signatory
Fadi Freiha
Compliance Officer
Loading holdings…
AUM

$2.64B

Long-equity book

Holdings

160

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+29 / −32 / ↑52 / ↓38

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • KRAFT HEINZ CO$56.3M +51.6%
  • YPF SOCIEDAD ANONIMA$26.5M +741.7%
  • HP INC$22.4M +18.7%
  • BAXTER INTL INC$19.3M +37.3%
  • OWENS CORNING NEW$8.9M +94.6%
Show all 52

Top Trims

  • LEAR CORP-$61.4M -79.5%
  • SOCIEDAD QUIMICA Y MINERA DE-$29.8M -38.5%
  • GOLD FIELDS LTD-$22.5M -37.2%
  • VALE S A-$12.2M -35.1%
  • PETROLEO BRASILEIRO S A-$12.0M -22.0%
Show all 38

New Positions

  • SMUCKER J M CO$175.0M
  • FERVO ENERGY CO$15.0M
  • FIRSTENERGY CORP$14.4M
  • AKAMAI TECHNOLOGIES INC$13.6M
  • INFOSYS LTD$10.0M
Show all 29

Exited Positions

  • MOLSON COORS BEVERAGE CO$50.9M
  • AKAMAI TECHNOLOGIES INC$19.6M
  • AMERICAN WTR CAP CORP$8.3M
  • JAZZ INVESTMENTS I LTD$4.4M
  • ON SEMICONDUCTOR CORP$3.4M
Show all 32
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MACYS INC M 55616P104 $210.6M 7.98% 8,942,844 SH
2 SMUCKER J M CO SJM 832696405 $175.0M 6.63% 1,555,311 SH
3 KRAFT HEINZ CO KHC 500754106 $165.3M 6.26% 6,998,616 SH
4 COMCAST CORP NEW CMCSA 20030N101 $163.2M 6.18% 6,646,575 SH
5 HP INC HPQ 40434L105 $142.0M 5.38% 6,471,380 SH
6 EXELON CORP EXC 30161N101 $74.3M 2.81% 1,592,781 SH
7 BAXTER INTL INC BAX 071813109 $71.0M 2.69% 3,329,168 SH
8 JOHNSON & JOHNSON JNJ 478160104 $66.6M 2.52% 262,139 SH
9 OMNICOM GROUP INC OMC 681919106 $57.9M 2.19% 795,132 SH
10 VISTA ENERGY S.A.B. DE C.V. VIST 92837L109 $51.4M 1.95% 805,548 SH
11 SOCIEDAD QUIMICA Y MINERA DE SQM 833635105 $47.6M 1.80% 643,447 SH
12 SYSCO CORP SYY 871829107 $43.5M 1.65% 520,035 SH
13 GRUPO FINANCIERO GALICIA S.A GGAL 399909100 $42.7M 1.62% 853,445 SH
14 PETROLEO BRASILEIRO S A PBR 71654V408 $42.5M 1.61% 2,630,124 SH
15 KEURIG DR PEPPER INC KDP 49271V100 $40.9M 1.55% 1,249,198 SH
16 GOLD FIELDS LTD GFI 38059T106 $38.0M 1.44% 1,131,408 SH
17 AMBEV SA ABEV 02319V103 $33.1M 1.25% 10,547,747 SH
18 CMS ENERGY CORP CMS 125896100 $33.1M 1.25% 432,884 SH
19 PAYCHEX INC PAYX 704326107 $32.4M 1.23% 329,670 SH
20 AMERICAN TOWER CORP AMT 03027X100 $32.4M 1.23% 197,806 SH
21 PHILIP MORRIS INTL INC PM 718172109 $32.2M 1.22% 177,837 SH
22 YPF SOCIEDAD ANONIMA YPF 984245100 $30.0M 1.14% 660,589 SH
23 NEXTERA ENERGY INC NEE 65339F101 $30.0M 1.14% 341,499 SH
24 DOMINION ENERGY INC D 25746U109 $28.7M 1.09% 419,724 SH
25 MERCK & CO INC MRK 58933Y105 $26.9M 1.02% 209,086 SH
26 WILLIAMS COS INC WMB 969457100 $26.2M 0.99% 352,000 SH
27 BRIXMOR PPTY GROUP INC BRX 11120U105 $26.1M 0.99% 826,470 SH
28 PG&E CORP PCG 69331C108 $23.6M 0.89% 1,402,347 SH
29 TE CONNECTIVITY PLC TEL G87052109 $23.5M 0.89% 116,476 SH
30 PUBLIC SVC ENTERPRISE GROUP PEG 744573106 $23.2M 0.88% 285,918 SH
31 PEPSICO INC PEP 713448108 $23.1M 0.88% 170,924 SH
32 VALE S A VALE 91912E105 $22.6M 0.85% 1,500,372 SH
33 LOMA NEGRA C I A S A MTN 14 LOMA 54150E104 $22.5M 0.85% 1,965,612 SH
34 FEDERAL RLTY INVT TR NEW FRT 313745101 $21.6M 0.82% 175,377 SH
35 EMBRAER S.A. EMBJ 29082A107 $21.5M 0.81% 336,491 SH
36 CONSTELLATION ENERGY CORP CEG 21037T109 $20.0M 0.76% 80,723 SH
37 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $19.3M 0.73% 40,381 SH
38 MERCADOLIBRE INC MELI 58733R102 $18.7M 0.71% 11,009 SH
39 OWENS CORNING NEW OC 690742101 $18.3M 0.69% 115,381 SH
40 CLEARWAY ENERGY INC CWEN 18539C204 $17.2M 0.65% 502,780 SH
41 DELTA AIR LINES INC DAL 247361702 $17.0M 0.65% 182,031 SH
42 TELECOM ARGENTINA SA TEO 879273209 $16.7M 0.63% 1,283,341 SH
43 VERSANT MEDIA GROUP INC VSNT 925283103 $16.5M 0.62% 458,188 SH
44 TALEN ENERGY CORP TLN 87422Q109 $16.1M 0.61% 41,994 SH
45 HUBBELL INC HUBB 443510607 $15.9M 0.60% 30,338 SH
46 LEAR CORP LEA 521865204 $15.8M 0.60% 117,819 SH
47 SYNCHRONY FINANCIAL SYF 87165B103 $15.3M 0.58% 201,568 SH
48 FERVO ENERGY CO FRVO 31556C106 $15.0M 0.57% 512,863 SH
49 FIRSTENERGY CORP FE 337932AV9 $14.4M 0.54% 12,915,000 PRN
50 DEVON ENERGY CORP NEW DVN 25179M103 $14.0M 0.53% 339,820 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $2.64B 160 0001398344-26-012809
2026-03-31 2026-04-27 $2.40B 163 0001398344-26-007258
2025-12-31 2026-02-11 $2.03B 166 0001398344-26-002729