0001104659-20-120407.txt : 20201102 0001104659-20-120407.hdr.sgml : 20201102 20201102130351 ACCESSION NUMBER: 0001104659-20-120407 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201102 DATE AS OF CHANGE: 20201102 EFFECTIVENESS DATE: 20201102 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: 201279763 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 09-30-2020 09-30-2020 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 11-02-2020 0 75 1093878 false INFORMATION TABLE 2 a20-34760_1informationtable.xml INFORMATION TABLE ABBOTT LABORATORIES Common Stocks 002824100 761 6990 SH SOLE 6990 0 0 AERCAP HOLDINGS NV Common Stocks N00985106 60714 2410252 SH SOLE 1961009 0 449243 ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 798 2716 SH SOLE 2716 0 0 AMERICAN WATER WORKS CO INC Common Stocks 030420103 983 6785 SH SOLE 6785 0 0 AT&T INC Common Stocks 00206R102 558 19572 SH SOLE 19572 0 0 BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 164309 1297964 SH SOLE 935977 0 361987 BAKER HUGHES CO Common Stocks 05722G100 795 59825 SH SOLE 6187 0 53638 BANK OF AMERICA CORP Common Stocks 060505104 2215 91935 SH SOLE 16430 0 75505 BANK OF NEW YORK MELLON CORP Common Stocks 064058100 989 28813 SH SOLE 4794 0 24019 BERKSHIRE HATHAWAY INC-CL B Common Stocks 084670702 1009 4740 SH SOLE 4740 0 0 BIOGEN INC Common Stocks 09062X103 354 1247 SH SOLE 1247 0 0 CANADIAN NATURAL RESOURCES Common Stocks 136385101 71071 4435839 SH SOLE 3839161 0 596678 CAPITAL ONE FINANCIAL CORP Common Stocks 14040H105 1248 17372 SH SOLE 17372 0 0 CAPRI HOLDINGS LTD Common Stocks G1890L107 93451 5191732 SH SOLE 4962626 0 229106 CHEMOURS CO/THE Common Stocks 163851108 1268 60618 SH SOLE 9774 0 50844 CIGNA CORP Common Stocks 125523100 927 5470 SH SOLE 5470 0 0 CITIGROUP INC Common Stocks 172967424 1130 26207 SH SOLE 26207 0 0 CNH INDUSTRIAL NV Common Stocks N20944109 44514 5712192 SH SOLE 5104848 0 607344 COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 89925 1295380 SH SOLE 415622 0 879758 COMCAST CORP-CLASS A Common Stocks 20030N101 595 12862 SH SOLE 12862 0 0 CONOCOPHILLIPS Common Stocks 20825C104 994 30281 SH SOLE 30281 0 0 CVS HEALTH CORP Common Stocks 126650100 3810 65246 SH SOLE 30600 0 34646 DOLLAR TREE INC Common Stocks 256746108 1275 13957 SH SOLE 13957 0 0 DR. REDDY'S LABORATORIES-ADR Equity Depositary Receipts 256135203 218 3131 SH SOLE 3131 0 0 DXC TECHNOLOGY CO Common Stocks 23355L106 739 41412 SH SOLE 13492 0 27920 ENTERGY CORP Common Stocks 29364G103 883 8964 SH SOLE 8964 0 0 FLOWSERVE CORP Common Stocks 34354P105 352 12901 SH SOLE 12901 0 0 FRANKLIN RESOURCES INC Common Stocks 354613101 3116 153097 SH SOLE 73822 0 79275 GILEAD SCIENCES INC Common Stocks 375558103 1569 24834 SH SOLE 12083 0 12751 HCA HEALTHCARE INC Common Stocks 40412C101 1061 8509 SH SOLE 8509 0 0 HELMERICH & PAYNE Common Stocks 423452101 3715 253593 SH SOLE 150256 0 103337 ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 676 68773 SH SOLE 68773 0 0 INTERPUBLIC GROUP OF COS INC Common Stocks 460690100 1034 62028 SH SOLE 62028 0 0 INVESCO LTD Common Stocks G491BT108 1096 96052 SH SOLE 96052 0 0 ISHARES MSCI INDIA ETF ETF 46429B598 5554 164019 SH SOLE 0 0 164019 ISHARES MSCI RUSSIA ETF ETF 46434G798 6095 187782 SH SOLE 0 0 187782 ISHARES MSCI TAIWAN ETF ETF 46434G772 9529 212238 SH SOLE 0 0 212238 JD.COM INC-ADR Equity Depositary Receipts 47215P106 693 8932 SH SOLE 8932 0 0 JOYY INC Equity Depositary Receipts 46591M109 36226 449064 SH SOLE 127192 0 321872 KB FINANCIAL GROUP INC-ADR Equity Depositary Receipts 48241A105 312 9729 SH SOLE 0 0 9729 KULICKE & SOFFA INDUSTRIES Common Stocks 501242101 45474 2030070 SH SOLE 659222 0 1370848 LEAR CORP Common Stocks 521865204 1100 10088 SH SOLE 2104 0 7984 LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1094 52072 SH SOLE 52072 0 0 MAGNA INTERNATIONAL INC Common Stocks 559222401 3298 72100 SH SOLE 20400 0 51700 MANPOWERGROUP INC Common Stocks 56418H100 1116 15224 SH SOLE 15224 0 0 MCKESSON CORP Common Stocks 58155Q103 1600 10746 SH SOLE 7939 0 2807 MICRON TECHNOLOGY INC Common Stocks 595112103 1241 26436 SH SOLE 26436 0 0 MOHAWK INDUSTRIES INC Common Stocks 608190104 2348 24062 SH SOLE 7563 0 16499 MOLINA HEALTHCARE INC Common Stocks 60855R100 752 4106 SH SOLE 4106 0 0 MOLSON COORS BEVERAGE CO - B Common Stocks 60871R209 680 20273 SH SOLE 20273 0 0 MOMO INC-SPON ADR Equity Depositary Receipts 60879B107 39683 2883964 SH SOLE 1362117 0 1521847 MONDELEZ INTERNATIONAL INC-A Common Stocks 609207105 977 16998 SH SOLE 16998 0 0 MOSAIC CO/THE Common Stocks 61945C103 6046 330923 SH SOLE 177285 0 153638 NATIONAL OILWELL VARCO INC Common Stocks 637071101 1516 167356 SH SOLE 28729 0 138627 NUTRIEN LTD Common Stocks 67077M108 76532 1952374 SH SOLE 1696664 0 255710 NXP SEMICONDUCTORS NV Common Stocks N6596X109 29088 233059 SH SOLE 202708 0 30351 ON SEMICONDUCTOR CORP Common Stocks 682189105 3803 175336 SH SOLE 78941 0 96395 PFIZER INC Common Stocks 717081103 715 19495 SH SOLE 19495 0 0 POSCO- SPON ADR Equity Depositary Receipts 693483109 1050 25074 SH SOLE 6918 0 18156 PROCTER & GAMBLE CO/THE Common Stocks 742718109 386 2780 SH SOLE 2780 0 0 RAYTHEON TECHNOLOGIES CORP Common Stocks 75513E101 1859 32300 SH SOLE 5660 0 26640 RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 48015 282875 SH SOLE 270450 0 12425 SABRE CORP Common Stocks 78573M104 1937 297560 SH SOLE 168022 0 129538 SILICON MOTION TECHNOL-ADR Equity Depositary Receipts 82706C108 58886 1558665 SH SOLE 783721 0 774944 SLM CORP Common Stocks 78442P106 757 93625 SH SOLE 2382 0 91243 STATE STREET CORP Common Stocks 857477103 660 11128 SH SOLE 11128 0 0 SUNCOR ENERGY INC Common Stocks 867224107 1216 99570 SH SOLE 3091 0 96479 TAIWAN SEMICONDUCTOR-SP ADR Equity Depositary Receipts 874039100 979 12070 SH SOLE 12070 0 0 TAPESTRY INC Common Stocks 876030107 3011 192617 SH SOLE 102940 0 89677 TE CONNECTIVITY LTD Common Stocks H84989104 860 8800 SH SOLE 8800 0 0 TECHNIPFMC PLC Common Stocks G87110105 30337 4807807 SH SOLE 4566189 0 241618 TRIPADVISOR INC Common Stocks 896945201 507 25858 SH SOLE 25858 0 0 UBS GROUP AG-REG Common Stocks H42097107 22672 2026604 SH SOLE 1686562 0 340042 WEIBO CORP-SPON ADR Equity Depositary Receipts 948596101 85861 2356888 SH SOLE 1340094 0 1016794 WELLS FARGO & CO Common Stocks 949746101 1256 53415 SH SOLE 10251 0 43164