0001104659-20-088795.txt : 20200731 0001104659-20-088795.hdr.sgml : 20200731 20200731103232 ACCESSION NUMBER: 0001104659-20-088795 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200731 DATE AS OF CHANGE: 20200731 EFFECTIVENESS DATE: 20200731 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ARGA Investment Management, LP CENTRAL INDEX KEY: 0001556915 IRS NUMBER: 272341610 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15430 FILM NUMBER: 201064238 BUSINESS ADDRESS: STREET 1: 1010 WASHINGTON BLVD, 6TH FL CITY: STAMFORD STATE: CT ZIP: 06901 BUSINESS PHONE: 1-203-614-0800 MAIL ADDRESS: STREET 1: 1010 WASHINGTON BLVD, 6TH FL CITY: STAMFORD STATE: CT ZIP: 06901 13F-HR 1 primary_doc.xml 13F-HR LIVE 0001556915 XXXXXXXX 06-30-2020 06-30-2020 false ARGA Investment Management, LP

1010 Washington Blvd, 6th Fl Stamford CT 06901

13F HOLDINGS REPORT 028-15430 N Neda Clark 203-614-0819 /s/ Neda Clark Stamford CT 07-31-2020 0 74 904884 false INFORMATION TABLE 2 a20-25769_1informationtable.xml INFORMATION TABLE ABBOTT LABORATORIES Common Stocks 002824100 1108 12124 SH SOLE 12124 0 0 AERCAP HOLDINGS NV Common Stocks N00985106 51054 1657610 SH SOLE 1395350 0 262260 ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 586 2716 SH SOLE 2716 0 0 AMERICAN WATER WORKS CO INC Common Stocks 030420103 1062 8255 SH SOLE 8255 0 0 APPLIED MATERIALS INC Common Stocks 038222105 704 11654 SH SOLE 11654 0 0 AT&T INC Common Stocks 00206R102 636 21037 SH SOLE 21037 0 0 BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 86636 722632 SH SOLE 420100 0 302532 BAKER HUGHES CO Common Stocks 05722G100 992 64449 SH SOLE 10811 0 53638 BANK OF AMERICA CORP Common Stocks 060505104 2212 93118 SH SOLE 17613 0 75505 BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 512 2870 SH SOLE 2870 0 0 BIOGEN INC Common Stocks 09062X103 379 1416 SH SOLE 1416 0 0 CANADIAN NATURAL RESOURCES Common Stocks 136385101 26465 1525080 SH SOLE 1320780 0 204300 CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105 1058 16897 SH SOLE 16897 0 0 CAPRI HOLDINGS LTD Common Stocks G1890L107 80552 5153695 SH SOLE 4924589 0 229106 CHEMOURS CO/THE Common Stocks 163851108 1040 67735 SH SOLE 16891 0 50844 CIGNA CORP Common Stocks 125523100 1294 6898 SH SOLE 6898 0 0 CITIGROUP INC Common Stocks 172967424 1190 23284 SH SOLE 23284 0 0 CNH INDUSTRIAL NV Common Stocks N20944109 38439 5493572 SH SOLE 4958333 0 535239 COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 90979 1601186 SH SOLE 413134 0 1188052 COMCAST CORP-CLASS A Common Stocks 20030N101 1005 25787 SH SOLE 25787 0 0 CONOCOPHILLIPS Common Stocks 20825C104 969 23066 SH SOLE 23066 0 0 CVS HEALTH CORP Common Stocks 126650100 4240 65267 SH SOLE 30621 0 34646 DOLLAR TREE INC Common Stocks 256746108 1510 16298 SH SOLE 16298 0 0 DR. REDDY'S LABORATORIES-ADR Equity Depositary Receipts 256135203 489 9225 SH SOLE 9225 0 0 ENTERGY CORP Common Stocks 29364G103 1005 10717 SH SOLE 10717 0 0 EOG RESOURCES INC Common Stocks 26875P101 789 15579 SH SOLE 15579 0 0 EXXON MOBIL CORP Common Stocks 30231G102 605 13529 SH SOLE 13529 0 0 FEDEX CORP Common Stocks 31428X106 4306 30711 SH SOLE 10966 0 19745 FRANKLIN RESOURCES INC Common Stocks 354613101 3476 165777 SH SOLE 86502 0 79275 GILEAD SCIENCES INC Common Stocks 375558103 3245 42175 SH SOLE 16036 0 26139 HCA HEALTHCARE INC Common Stocks 40412C101 387 3985 SH SOLE 3985 0 0 HELMERICH & PAYNE Common Stocks 423452101 1809 92703 SH SOLE 34442 0 58261 ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 639 68773 SH SOLE 68773 0 0 INTERPUBLIC GROUP OF COS INC Common Stocks 460690100 989 57642 SH SOLE 57642 0 0 INVESCO LTD Common Stocks G491BT108 1251 116297 SH SOLE 116297 0 0 ISHARES MSCI EAFE SMALL-CAP ETF 464288273 1835 34222 SH SOLE 0 0 34222 ISHARES MSCI INDIA ETF ETF 46429B598 4760 164019 SH SOLE 0 0 164019 ISHARES MSCI RUSSIA ETF ETF 46434G798 14052 419829 SH SOLE 232047 0 187782 ISHARES MSCI TAIWAN ETF ETF 46434G772 8536 212238 SH SOLE 0 0 212238 JD.COM INC-ADR Equity Depositary Receipts 47215P106 657 10909 SH SOLE 10909 0 0 JM SMUCKER CO/THE Common Stocks 832696405 348 3292 SH SOLE 3292 0 0 JOYY INC Equity Depositary Receipts 46591M109 38991 440325 SH SOLE 109896 0 330429 KB FINANCIAL GROUP INC-ADR Equity Depositary Receipts 48241A105 271 9729 SH SOLE 0 0 9729 KULICKE & SOFFA INDUSTRIES Common Stocks 501242101 41740 2003820 SH SOLE 632972 0 1370848 LEAR CORP Common Stocks 521865204 1206 11064 SH SOLE 3080 0 7984 LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1196 54714 SH SOLE 54714 0 0 MAGNA INTERNATIONAL INC Common Stocks 559222401 3212 72100 SH SOLE 20400 0 51700 MANPOWERGROUP INC Common Stocks 56418H100 1212 17629 SH SOLE 17629 0 0 MCKESSON CORP Common Stocks 58155Q103 3105 20241 SH SOLE 10450 0 9791 MICRON TECHNOLOGY INC Common Stocks 595112103 866 16814 SH SOLE 16814 0 0 MOHAWK INDUSTRIES INC Common Stocks 608190104 2492 24489 SH SOLE 7990 0 16499 MOLINA HEALTHCARE INC Common Stocks 60855R100 925 5196 SH SOLE 5196 0 0 MOMO INC-SPON ADR Equity Depositary Receipts 60879B107 1266 72446 SH SOLE 0 0 72446 MONDELEZ INTERNATIONAL INC-A Common Stocks 609207105 981 19196 SH SOLE 19196 0 0 MOSAIC CO/THE Common Stocks 61945C103 4530 362132 SH SOLE 208494 0 153638 NUTRIEN LTD Common Stocks 67077M108 59869 1862911 SH SOLE 1672999 0 189912 NXP SEMICONDUCTORS NV Common Stocks N6596X109 65110 570941 SH SOLE 506957 0 63984 ON SEMICONDUCTOR CORP Common Stocks 682189105 3686 185968 SH SOLE 89573 0 96395 ORACLE CORP Common Stocks 68389X105 845 15296 SH SOLE 15296 0 0 POSCO- SPON ADR Equity Depositary Receipts 693483109 568 15323 SH SOLE 5827 0 9496 PROCTER & GAMBLE CO/THE Common Stocks 742718109 744 6219 SH SOLE 6219 0 0 RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101 1574 25550 SH SOLE 3638 0 21912 RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 48713 284819 SH SOLE 272394 0 12425 SILICON MOTION TECHNOL-ADR Equity Depositary Receipts 82706C108 74212 1521672 SH SOLE 754668 0 767004 SLM CORP Common Stocks 78442P106 658 93625 SH SOLE 2382 0 91243 STATE STREET CORP Common Stocks 857477103 707 11128 SH SOLE 11128 0 0 SUMITOMO MITSUI-SPONS ADR Equity Depositary Receipts 86562M209 673 119745 SH SOLE 119745 0 0 TAIWAN SEMICONDUCTOR-SP ADR Equity Depositary Receipts 874039100 1008 17763 SH SOLE 17763 0 0 TAPESTRY INC Common Stocks 876030107 2087 157161 SH SOLE 94254 0 62907 TE CONNECTIVITY LTD Common Stocks H84989104 713 8743 SH SOLE 8743 0 0 TECHNIPFMC PLC Common Stocks G87110105 25983 3798653 SH SOLE 3627956 0 170697 UBS GROUP AG-REG Common Stocks H42097107 414 35933 SH SOLE 657 0 35276 WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101 69344 2063802 SH SOLE 1264667 0 799135 WELLS FARGO & CO Common Stocks 949746101 2180 85143 SH SOLE 41979 0 43164