SPRUCEGROVE INVESTMENT MANAGEMENT LTD

Q1 2014 13F-HR Holdings

Location
Toronto, A6
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
53
Total value ($000)
$5,720,630
Net value change ($000)
-102,430 (-1.8%)
New positions
1
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BBD 59,185 63.5%
NBR 34,108 43.8%
WFC 14,907 5.6%
VLY 11,231 NEW
Teledyne FLIR, LLC 10,684 16.6%
DENBURY INC 8,358 8.3%
GVA 5,305 11.2%
GD 5,302 9.9%
JNJ 5,148 3.2%
ALTERA 4,717 8.7%
Top Reduces (Value $000, Stocks/ETFs)
MRK -40,950 -27.4%
RYAAY -28,899 -16.8%
SSNHZ -25,048 -6.3%
MMM -22,230 -9.9%
TIDEWATER INC COM -18,413 -12.5%
GANNETT INC -15,153 -9.4%
CCL -14,609 -9.0%
PBR -13,591 -6.7%
INFY -12,345 -6.4%
KO -12,110 -9.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type