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Institutional Investment Manager
Majedie Asset Management Ltd
Majedie Asset Management Ltd (CIK: 0001599883), located at 10 Old Bailey, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001599883-15-000001) filed in 2015.02.04
#
Name
Shares
Value ($)
%
Options
Notes
1 BARRICK GOLD CORP 8,110,051 87,183 17.16%
2 CITIZENS FINL GROUP INC 2,652,424 65,939 12.98%
3 ON SEMICONDUCTOR CORP 1,796,420 18,198 3.58%
4 FIRST SOLAR INC 1,637,396 73,020 14.37%
5 AZENTA INC COM 1,463,820 18,664 3.67%
6 BEST BUY INC 1,389,256 54,153 10.66%
7 TAKE-TWO INTERACTIVE SOFTWAR 735,413 20,614 4.06%
8 MICROSOFT CORP 690,484 32,073 6.31%
9 NEW YORK CMNTY BANCORP INC 614,144 9,826 1.93%
10 HOLLYSYS AUTOMATION TECHNOLO 261,036 6,377 1.26%
11 ROYAL CARIBBEAN GROUP 254,957 21,016 4.14%
12 CARNIVAL CORP 186,183 8,440 1.66%
13 ZYNGA INC 172,422 459 0.09%
14 CHECK POINT SOFTWARE TECH LT 150,909 11,857 2.33%
15 LOCKHEED MARTIN CORP 139,502 26,864 5.29%
16 RAYTHEON CO 120,581 13,043 2.57%
17 NORTHROP GRUMMAN CORP 46,957 6,921 1.36%
18 TAIWAN SEMICONDUCTOR MFG LTD 34,132 764 0.15%
19 NEW ORIENTAL ED & TECH GRP I 33,936 693 0.14%
20 SERVICE CORP INTL 28,124 638 0.13%
21 Hewlett Packard Co 26,810 1,076 0.21%
22 SUNCOR ENERGY INC NEW 26,211 833 0.16%
23 NASDAQ OMX GROUP 24,727 1,186 0.23%
24 JPMORGAN CHASE & CO 23,598 1,477 0.29%
25 National Australia Bank ADR 22,367 1,261 0.25%
26 DOLLAR GEN CORP NEW 22,038 1,558 0.31%
27 ORACLE CORP 21,302 958 0.19%
28 SYMANTEC CORP 21,010 539 0.11%
29 Nielsen Holdings B.V. 17,817 797 0.16%
30 EXPRESS SCRIPTS HLDG CO 16,645 1,409 0.28%
31 TIME WARNER INC 16,306 1,393 0.27%
32 COMCAST CORP NEW 15,921 924 0.18%
33 CITIGROUPINC 14,219 769 0.15%
34 EATON CORP PLC 14,066 956 0.19%
35 SOUTHWESTERN ENERGY CO 13,467 368 0.07%
36 GILEAD SCIENCES INC 13,189 1,243 0.24%
37 AMERICAN INTL GROUP INC 12,568 704 0.14%
38 CIGNA CORPORATION 12,347 1,271 0.25%
39 TEXTRON INC 12,074 508 0.10%
40 ACE LTD 11,270 1,295 0.25%
41 RYMAN HOSPITALITY PROPERTIES 11,241 593 0.12%
42 GENERAL MTRS CO 11,047 386 0.08%
43 Big Lots Inc 11,044 442 0.09%
44 CVS HEALTH CORP 10,468 1,008 0.20%
45 HCA HOLDINGS INC 8,879 652 0.13%
46 MANPOWERGROUP INC 7,546 514 0.10%
47 YOUKU TUDOU INC 6,277 112 0.02%
48 SOCIEDAD QUIMICA Y MINERA DE 6,271 150 0.03%
49 VIACOM INC NEW 6,104 459 0.09%
50 FIRST REP BK SAN FRANCISCO C 4,859 253 0.05%
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