Rwc Asset Management
$2.4B 13F equity value
124 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Rwc Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| M | MACYS INC | 8,942,844 | $211M | 8.7% |
| SJM | SMUCKER J M CO | 1,555,311 | $175M | 7.3% |
| KHC | KRAFT HEINZ CO | 6,998,616 | $165M | 6.9% |
| CMCSA | COMCAST CORP NEW | 6,646,575 | $163M | 6.8% |
| HPQ | HP INC | 6,471,380 | $142M | 5.9% |
| EXC | EXELON CORP | 1,592,781 | $74M | 3.1% |
| BAX | BAXTER INTL INC | 3,329,168 | $71M | 2.9% |
| JNJ | JOHNSON & JOHNSON | 262,139 | $67M | 2.8% |
| OMC | OMNICOM GROUP INC | 795,132 | $58M | 2.4% |
| VIST | VISTA ENERGY S.A.B. DE C.V. | 805,548 | $51M | 2.1% |
Track Rwc Asset Management's 13F portfolio: $2.4B in reported holdings, 124 positions. Top holdings and quarterly changes on SentiSense.
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