TI

THOMPSON INVESTMENT MANAGEMENT, INC.

13F
THOMPSON INVESTMENT MANAGEMENT, INC.
Last update 2025-04-15 428 Stocks (7 new)
Value $665.00 Mil Turnover 4 %
Countries:
Top Holdings: GOOGL(3.88%)MSFT(3.76%)XOM(2.81%)WBD(2.25%)C(1.75%)
Summary Stock Picks Current Portfolio
THOMPSON INVESTMENT MANAGEMENT... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOGL
Alphabet Inc
166,984
25,822.4
-1.22%
3.880
-0.06%
0.000
+22.90%
+0.97%
2,318,164.9
Interactive Media
MSFT
Microsoft Corp
66,637
25,014.8
+0.08%
3.760
0%
0.000
+35.22%
+20.35%
3,755,887.4
Software
XOM
Exxon Mobil Corp
156,954
18,666.5
-2.24%
2.810
-0.06%
0.000
+3.09%
+3.82%
472,681.2
Oil & Gas
WBD
Warner Bros. Discovery Inc
1,397,425
14,994.4
-0.71%
2.250
-0.02%
0.060
+58.88%
+25.21%
32,744.4
Media - Diversified
C
Citigroup Inc
164,324
11,665.3
-2.98%
1.750
-0.05%
0.010
+45.60%
+38.09%
176,303.0
Banks
JPM
JPMorgan Chase & Co
47,393
11,625.5
-4.74%
1.750
-0.08%
0.000
+23.60%
+25.61%
814,700.9
Banks
LKQ
LKQ Corp
268,934
11,440.4
-2.11%
1.720
-0.03%
0.100
-7.65%
+6.62%
9,972.2
Vehicles & Parts
META
Meta Platforms Inc
19,231
11,083.8
-17.61%
1.670
-0.35%
0.000
+37.16%
+21.98%
1,792,815.9
Interactive Media
QCOM
Qualcomm Inc
71,969
11,055.2
+0.08%
1.660
0%
0.010
+14.37%
+5.13%
175,328.6
Semiconductors
EXAS
Exact Sciences Corp
251,955
10,907.1
+4.21%
1.640
+0.07%
0.140
+9.32%
-14.22%
9,092.3
Medical Diagnostics & Research

THOMPSON INVESTMENT MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

THOMPSON INVESTMENT MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BERY Unlock Delisted
Berry Global Group Inc
2025-03-31
Reduce
Reduce
-1.01%
●
64.35 ($69.45) 73.03
$67.58
-2.69%
Reduce -96.28%
4,174
-108,010
EA
Electronic Arts Inc
2025-03-31
Add
Add
+0.87%
●
116.53 ($135.03) 146.29
$154.69
14.56%
Add 301.37%
53,282
40,007
PEP
PepsiCo Inc
2025-03-31
Add
Add
+0.83%
●
142.64 ($148.84) 156.42
$145.28
-2.39%
Add 109.45%
69,942
36,549
TTWO
Take-Two Interactive Software Inc
2025-03-31
Reduce
Reduce
-0.72%
●
178.61 ($199.81) 217.95
$228.99
14.60%
Reduce -97.63%
659
-27,091
SBUX
Starbucks Corp
2025-03-31
Reduce
Reduce
-0.65%
●
92.17 ($103.37) 115.81
$95.89
-7.24%
Reduce -94.91%
2,678
-49,901
NOMD
Nomad Foods Ltd
2025-03-31
New Buy
New Buy
+0.64%
●
15.61 ($18.27) 20.54
$18.18
-0.47%
New holding
215,623
215,623
VTRS
Viatris Inc
2025-03-31
Add
Add
+0.49%
●
8.68 ($10.5) 12.42
$9.35
-11.00%
Add 53.41%
1,065,650
371,010
AMT
American Tower Corp
2025-03-31
New Buy
New Buy
+0.47%
●
173.46 ($196.17) 217.6
$230.06
17.28%
New holding
14,477
14,477
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.35%
●
576.36 ($645.17) 736.67
$713.04
10.52%
Reduce -17.61%
19,231
-4,111
BHC
Bausch Health Companies Inc
2025-03-31
Reduce
Reduce
-0.27%
●
6.16 ($7.18) 7.94
$6.66
-7.19%
Reduce -95.28%
11,479
-231,668

THOMPSON INVESTMENT MANAGEMENT, INC. Total Holding History ($B)

To

THOMPSON INVESTMENT MANAGEMENT, INC.'s Asset Allocation

To

THOMPSON INVESTMENT MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

THOMPSON INVESTMENT MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31

THOMPSON INVESTMENT MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

THOMPSON INVESTMENT MANAGEMENT, INC.'s Holdings Heat Map

Size field:

THOMPSON INVESTMENT MANAGEMENT, INC.'s Holdings Bubble Chart

THOMPSON INVESTMENT MANAGEMENT, INC. News

  • 1

Discussions on THOMPSON INVESTMENT MANAGEMENT, INC.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.