DOSSIER · 13F-HR · Q1 2026
Mondrian Investment Partners LTD
Mondrian Investment's pension fund based in Boston, MA — $6.7B in tracked AUM across 103 positions as of Q1 2026.
MI
Mondrian Investment·Boston, MA·Pension Fund
CIK 0001317724 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Mondrian Investment Partners LTD (SEC 13F)
1. Portfolio Overview
Mondrian Investment Partners LTD manages a concentrated portfolio valued at approximately $2.81 billion as of the report date September 30, 2025. The portfolio experienced a growth of +5.0% from the previous quarter ($2.68B). The fund employs a focused strategy, holding only 44 positions, which indicates a high-conviction approach rather than broad indexing.
The portfolio is top-heavy, w...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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