Auxier Asset Management Q2 2025 Portfolio Update: New Buys, Position Increases, and Exits

Auxier Asset Management's Q2 2025 13F filing reveals a significant reduction in Mastercard Inc shares, from 37,300 to 34,400 shares, a -7.84% decrease. The firm also added Alimentation Couche-Tard Inc, GE Vernova Inc, and Netflix Inc, while increasing stakes in Lowe's Companies Inc and Meta Platforms Inc. The filing shows a complete exit from Celsius Holdings Inc and The Kraft Heinz Co, and reductions in 99 other stocks.

Auxier Asset Management's Q2 2025 13F filing provides insight into the strategic moves of the firm during the second quarter. One of the most significant changes is the reduction in Mastercard Inc shares, from 37,300 to 34,400, representing a -7.84% decrease [1]. This reduction is part of a broader portfolio adjustment that includes the addition of Alimentation Couche-Tard Inc, GE Vernova Inc, and Netflix Inc, as well as increases in stakes in Lowe's Companies Inc and Meta Platforms Inc.

The filing also shows a complete exit from Celsius Holdings Inc and The Kraft Heinz Co. Additionally, there were reductions in 99 other stocks, indicating a more selective approach to portfolio management.

Auxier Asset Management's strategy focuses on identifying undervalued companies with strong fundamentals and competitive advantages. The firm aims to generate above-average returns while managing risk effectively. The changes in the portfolio reflect this strategy, with a focus on companies that offer growth opportunities and robust financial health.

The addition of Alimentation Couche-Tard Inc, a multinational convenience store retailer, and GE Vernova Inc, a renewable energy company, suggests a diversification strategy. The firm's interest in Netflix Inc, a leading streaming service, indicates a focus on consumer trends and technology. The increases in stakes in Lowe's Companies Inc and Meta Platforms Inc, both significant players in their respective industries, further underscore the firm's commitment to investing in established and growing companies.

The filing also highlights the firm's active portfolio management, with regular adjustments to reflect changes in market conditions and company performance. This approach allows Auxier Asset Management to adapt to evolving opportunities and risks, ensuring that the portfolio remains aligned with the firm's investment objectives.

In summary, Auxier Asset Management's Q2 2025 13F filing reveals a mix of strategic additions, increases, and reductions in portfolio holdings. The changes reflect the firm's focus on identifying undervalued companies with strong fundamentals and competitive advantages. The filing also highlights the firm's active portfolio management approach, which allows it to adapt to changing market conditions and company performance.

References:
[1] https://finance.yahoo.com/news/mastercard-inc-sees-significant-reduction-210439376.html
[2] https://www.ainvest.com/news/mastercard-zand-partner-enhance-cross-border-payment-solutions-uae-2508/
[3] https://www.marketbeat.com/instant-alerts/filing-caitong-international-asset-management-co-ltd-buys-shares-of-2988-ge-vernova-inc-nysegev-2025-08-13/