For Financial Professionals in the US

Contrarian Fund Holdings

Full Portfolio Holdings

(As of 10/31/2021)

Crown Holdings Inc 6.98
Horizon Therapeutics Plc 5.51
Caesars Entertainment Inc 5.34
Freeport-McMoRan Inc 4.96
VICI Properties Inc 4.55
Morgan Stanley 3.67
Boston Scientific Corp 3.37
Organon & Co 3.28
Marvell Technology Inc 3.26
Analog Devices Inc 3.17 Inc 3.14
OneMain Holdings Inc 2.80
Constellium SE 2.72
Howmet Aerospace Inc 2.66
Capital One Financial Corp 2.56
American Electric Power Co Inc 2.52
Apollo Global Management Inc 2.47
Liberty Media Corp-Liberty Formula One 2.31
Snap Inc 2.15
Teradyne Inc 2.06
Hasbro Inc 2.05
Under Armour Inc 2.03
Lam Research Corp 1.92
Neurocrine Biosciences Inc 1.81
Ferguson PLC 1.73
Zendesk Inc 1.64
Sempra Energy 1.63
Deckers Outdoor Corp 1.56
T-Mobile US Inc 1.49
Terminix Global Holdings Inc 1.43
AbbVie Inc 1.41
Core & Main Inc 1.27
Sportradar Holding AG 1.24
Ceridian HCM Holding Inc 1.12
Summit Materials Inc 1.04
Beauty Health Co 1.03
Globus Medical Inc 0.88
Occidental Petroleum Corp 0.86
Monarch Casino & Resort Inc 0.83
Insmed Inc 0.71
Collegium Pharmaceutical Inc 0.57
Patria Investments Ltd 0.44
Cash & Equivalents 1.83
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.