For Financial Professionals in the US

Contrarian Fund Holdings

Full Portfolio Holdings

(As of 04/30/2023)

Howmet Aerospace Inc 5.71
Crown Holdings Inc 5.60
Caesars Entertainment Inc 5.46
Occidental Petroleum Corp 4.19
Advanced Micro Devices Inc 3.72
Catalent Inc 3.31 Inc 3.21
Sempra Energy 3.09
Freeport-McMoRan Inc 3.02
Horizon Therapeutics Plc 3.00
VICI Properties Inc 2.94
Marvell Technology Inc 2.87
Workday Inc 2.86
AbbVie Inc 2.78
Constellium SE 2.77
Teleflex Inc 2.76
Globus Medical Inc 2.76
Beauty Health Co 2.72
Cullen/Frost Bankers Inc 2.65
Core & Main Inc 2.49
T-Mobile US Inc 2.03
Ferguson PLC 1.94
Capital One Financial Corp 1.92
Analog Devices Inc 1.89
Apellis Pharmaceuticals Inc 1.85
Madrigal Pharmaceuticals Inc 1.79
Amicus Therapeutics Inc 1.77
American Electric Power Co Inc 1.73
Lam Research Corp 1.73
Deckers Outdoor Corp 1.71
OneMain Holdings Inc 1.61
Wynn Resorts Ltd 1.60
Caesars Resort Collection LLC / CRC Finco Inc, 5.75%, 07/01/25 1.53
Ceridian HCM Holding Inc 1.28
Boston Scientific Corp 0.99
PNC Financial Services Group Inc 0.99
Sotera Health Co 0.98
Chart Industries Inc 0.77
Apollo Global Management Inc 0.75
Sportradar Holding AG 0.72
Vaxcyte Inc 0.61
Sweetgreen Inc 0.60
Patria Investments Ltd 0.47
Cash & Equivalents 0.83
Janus Henderson publishes this listing of securities held as of the most recently available disclosure period, which varies depending on the portfolio. Any portion of holdings may be excluded from publication when deemed in the best interest of the portfolio. Securities are reported at market value.
The portfolio data and its presentation here is based on the investment book of record and may differ from the accounting book of record and complete schedules of investments in regulatory filings due to differing accounting and reporting standards.