HoldingsChannel.com
Odey Asset Management Group Ltd Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
STARS GROUP INC 4,310,526 -659,819 $88,021
     TSG4,310,526-659,819$88,021
VIASAT INC 1,839,852 +304,922 $66,087
     VSAT1,839,852+304,922$66,087
BANCO MACRO SA 2,742,857 +41,382 $46,573
     BMA2,742,857+41,382$46,573
EURONAV NV ANTWERPEN 3,184,497 -368,462 $35,921
     EURN3,184,497-368,462$35,921
PLUG POWER INC 7,813,850 -4,614,911 $27,661
     PLUG7,813,850-4,614,911$27,661
BARRICK GOLD CORPORATION 1,400,032 -3,336,203 $25,649
     GOLD1,400,032-3,336,203$25,649
FRONTLINE LTD 2,517,392 +77,220 $24,192
     FRO2,517,392+77,220$24,192
VALERO ENERGY CORP 528,840 +528,840 $23,988
     VLO528,840+528,840$23,988
KINROSS GOLD CORP 5,815,948 +1,862,571 $23,147
     KGC5,815,948+1,862,571$23,147
F M C CORP 248,264 +41,627 $20,281
     FMC248,264+41,627$20,281
SONY CORP 330,386 -350,223 $19,552
     SNE330,386-350,223$19,552
DEUTSCHE BANK AG 2,845,784 +1,499,703 $18,270
     DB2,845,784+1,499,703$18,270
ZOOM VIDEO COMMUNICATIONS IN 97,300 +97,300 $14,217
     ZM97,300+97,300$14,217
DHT HOLDINGS INC 1,659,014 +983,800 $12,725
     DHT1,659,014+983,800$12,725
UBS GROUP AG 1,183,594 -264,390 $10,960
     UBS1,183,594-264,390$10,960
MICROSOFT CORP 54,956 -84,799 $8,667
     MSFT54,956-84,799$8,667
D R HORTON INC 239,550 +227,100 $8,144
     DHI239,550+227,100$8,144
SCULPTOR CAP MGMT 508,194 -2,388 $6,881
     SCU508,194-2,388$6,881
RYANAIR HLDGS PLC 127,000 +127,000 $6,742
     RYAAY127,000+127,000$6,742
NOVAGOLD RES INC 880,955 +75,955 $6,501
     NG880,955+75,955$6,501
CADIZ INC 487,009 -225,000 $5,683
     CDZI487,009-225,000$5,683
T MOBILE US INC 64,250 -170,845 $5,390
     TMUS64,250-170,845$5,390
ACTIVISION BLIZZARD INC 83,500 +41,800 $4,966
     ATVI83,500+41,800$4,966
COLONY CAP INC NEW 2,803,537 -3,470,132 $4,906
     CLNY2,803,537-3,470,132$4,906
ALPHABET INC 3,977 -26 $4,621
     GOOGL3,977-26$4,621
AMAZON COM INC 2,210 +800 $4,308
     AMZN2,210+800$4,308
GRUPO FINANCIERO GALICIA S . A 588,426 -4,740 $4,148
     GGAL588,426-4,740$4,148
VISA INC 25,692 +9,357 $4,139
     V25,692+9,357$4,139
COMCAST CORP NEW 114,360 -837,622 $3,932
     CMCSA114,360-837,622$3,932
JD COM INC 75,000 +75,000 $3,038
     JD75,000+75,000$3,038
REGENERON PHARMACEUTICALS 6,150 +6,150 $3,003
     REGN6,150+6,150$3,003
VALARIS PLC 6,643,479 -3,159,097 $2,990
     VAL6,643,479-3,159,097$2,990
BERKSHIRE HATHAWAY INC DEL      $2,662
     BRK.B14,563+11,901$2,662
SYNOPSYS INC 20,500 +20,500 $2,640
     SNPS20,500+20,500$2,640
STRYKER CORP 15,400 +15,400 $2,564
     SYK15,400+15,400$2,564
MONDELEZ INTL INC 50,000 -812 $2,504
     MDLZ50,000-812$2,504
ERICSSON 308,005 -3,237 $2,492
     ERIC308,005-3,237$2,492
MICRON TECHNOLOGY INC 55,300 +55,300 $2,326
     MU55,300+55,300$2,326
FACEBOOK INC 13,850 +13,850 $2,310
     FB13,850+13,850$2,310
ALIBABA GROUP HLDG LTD 10,500 +10,500 $2,042
     BABA10,500+10,500$2,042
JOHNSON & JOHNSON 14,700 +14,700 $1,928
     JNJ14,700+14,700$1,928
MERCK & CO. INC 25,000 +25,000 $1,924
     MRK25,000+25,000$1,924
COLGATE PALMOLIVE CO 28,300 +28,300 $1,878
     CL28,300+28,300$1,878
ADECOAGRO S A 470,893 UNCH $1,832
     AGRO470,893UNCH$1,832
GILEAD SCIENCES INC 23,975 +23,975 $1,792
     GILD23,975+23,975$1,792
JPMORGAN CHASE & CO 19,440 -47,475 $1,750
     JPM19,440-47,475$1,750
CHARTER COMMUNICATIONS INC N 4,000 -47,008 $1,745
     CHTR4,000-47,008$1,745
BECTON DICKINSON & CO 7,500 +7,500 $1,723
     BDX7,500+7,500$1,723
NXP SEMICONDUCTORS N V 20,000 +20,000 $1,659
     NXPI20,000+20,000$1,659
SCHWAB CHARLES CORP 48,000 +21,090 $1,614
     SCHW48,000+21,090$1,614

See Full List: All Stocks Held By Odey Asset Management Group Ltd
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Odey Asset Management Group Ltd

Size ($ in 1000's)
At 03/31/2020: $601,217
At 12/31/2019: $1,005,951

Combined Holding Report Includes:
Odey Asset Management Group Ltd
Odey Asset Management LLP
Odey Holdings AG
Odey Robin Crispin William

Odey Asset Management Group Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Odey Asset Management Group Ltd 13F filings. Link to 13F filings: SEC filings

Odey Asset Management Group Ltd Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.