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Institutional Investment Manager
Trinity Street Asset Management LLP
Trinity Street Asset Management LLP (CIK: 0001592579), located at 25 Golden Square, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Original 13F HR (0001592579-14-000007) filed in 2014.11.05
#
Name
Shares
Value ($)
%
Options
Notes
1 SEAGATE TECHNOLOGY PLC 664,464 38,054 9.15%
2 WHIRLPOOL CORP 260,829 37,990 9.13%
3 FLOWSERVE CORP 532,709 37,567 9.03%
4 MONSANTO CO NEW 302,620 34,048 8.19%
5 CELANESE CORP DEL 574,552 33,623 8.08%
6 TATA MTRS LTD 749,427 32,757 7.87%
7 UNION PAC CORP 284,210 30,814 7.41%
8 CITIGROUPINC 520,335 26,963 6.48%
9 WASTE CONNECTIONS INC COM 542,111 26,303 6.32%
10 NATIONAL OILWELL VARCO INC 337,754 25,703 6.18%
11 INFORMATICA CORP 716,205 24,523 5.90%
12 National Australia Bank ADR 521,060 23,703 5.70%
13 OWENS-ILLINOIS, INC. 828,185 21,574 5.19%
14 SHINHAN FINANCIAL GROUP CO L 330,997 15,047 3.62%
15 NATIONSTAR MTG HLDGS INCORPORATED 213,144 7,298 1.75%