-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, AJrBMWwpUN9xIB31bfmo1mtHtqaZ1f3hVOQq9eM0cKR4V9P09nG8Hb7Nc1lSsHkt bCbZWmdP5uCHBY8LTCx+pw== 0000732812-09-000026.txt : 20090515 0000732812-09-000026.hdr.sgml : 20090515 20090514174555 ACCESSION NUMBER: 0000732812-09-000026 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090515 DATE AS OF CHANGE: 20090514 EFFECTIVENESS DATE: 20090515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CAPITAL INTERNATIONAL INC /CA/ CENTRAL INDEX KEY: 0000895213 IRS NUMBER: 954154361 STATE OF INCORPORATION: CA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04457 FILM NUMBER: 09828041 BUSINESS ADDRESS: STREET 1: 333 SOUTH HOPE ST STREET 2: 55TH FL CITY: LOS ANGELES STATE: CA ZIP: 90071 BUSINESS PHONE: 2134869200 MAIL ADDRESS: STREET 1: 333 SOUTH HOPE ST STREET 2: 55TH FL CITY: LOS ANGELES STATE: CA ZIP: 900711 13F-HR 1 ciimar.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Capital International Inc. Address: 11100 Santa Monica Boulevard Los Angeles, CA 90025-3384 Form 13F File Number: 28-04457 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Peter C. Kelly Title: Senior Vice President, Senior Counsel and Secretary Phone: 310/996-6000 Signature, Place, and Date of Signing: Peter C. Kelly* Los Angeles, California 5/14/09 - -------------------- --------------------------- ---------- *By: /s/ Liliane Corzo ------------------------- Liliane Corzo Attorney-in-fact *Signed pursuant to a Power of Attorney dated December 10, 2008 included as an Exhibit to Schedule 13G filed with the Securities and Exchange Commission by Capital Group International, Inc. on January 9, 2009 with respect to Banro Corporation. Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 2 Form 13F Information Table Entry Total: 241 Form 13F Information Table Value Total: $6244755 -------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name 1 28-00218 The Capital Group Companies, Inc. 2 28-05044 Capital Group International, Inc. FORM 13F INFORMATION TABLE CAPITAL INTERNATIONAL, INC MAR 31, 2009 COLUMN 1 & COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7* COLUMN 8 - -------------------------------------- --------- --------- --------------------- ---------- --------- ------------------------- NAME OF ISSUER/TITLE OF CLASS CUSIP VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER (COMMON UNLESS OTHERWISE INDICATED) (x$1000) PRN AMT PRN CALL DISCRETION MGRS SOLE SHARED NONE - -------------------------------------- --------- --------- --------------------- ---------- --------- ------------------------- ABBOTT LABORATORIES 002824100 $ 185400 3886800 SH DEFINED 1,2 3886800 ACE LTD B3BQMF6 44 1100 SH DEFINED 1,2 1100 ACORN INTERNATIONAL INC ADR 004854105 278 77300 SH DEFINED 1,2 77300 ACTUANT CORP CL A 00508X203 244 23600 SH DEFINED 1,2 23600 ADOBE SYSTEMS INC 00724F101 6918 323400 SH DEFINED 1,2 323400 AETNA INC 00817Y108 637 26200 SH DEFINED 1,2 26200 AFLAC INC 001055102 3043 157200 SH DEFINED 1,2 157200 AGILENT TECHNOLOGIES INC 00846U101 24566 1598324 SH DEFINED 1,2 1598324 AIR PRODUCTS & CHEMICALS INC 009158106 17618 313200 SH DEFINED 1,2 313200 AIRMEDIA GROUP INC ADR 009411109 1200 286300 SH DEFINED 1,2 286300 ALBERTO-CULVER CO 013078100 889 39300 SH DEFINED 1,2 39300 ALLEGHENY TECHNOLOGIES INC 01741R102 24559 1119900 SH DEFINED 1,2 1119900 ALLERGAN INC 018490102 152135 3185400 SH DEFINED 1,2 3185400 ALLIED WORLD ASSURANCE COMPANY HLDGS LTD B18S7H8 692 18200 SH DEFINED 1,2 18200 ALTERA CORP 021441100 14975 853300 SH DEFINED 1,2 853300 ALTRIA GROUP INC 02209S103 29914 1867300 SH DEFINED 1,2 1867300 AMERICA MOVIL SAB DE CV L ADR 02364W105 419751 15500401 SH DEFINED 1,2 15500401 AMERICAN MEDICAL SYSTEMS HLDGS 02744M108 1039 93200 SH DEFINED 1,2 93200 AMERICAN TOWER CORP CL A 029912201 54506 1791200 SH DEFINED 1,2 1791200 AMERICAN WATER WORKS CO INC 030420103 9824 510600 SH DEFINED 1,2 510600 ANGLOGOLD ASHANTI LTD ADR 035128206 134922 3670340 SH DEFINED 1,2 3670340 APOLLO GROUP INC CL A 037604105 36721 468800 SH DEFINED 1,2 468800 APPLE INC 037833100 35573 338400 SH DEFINED 1,2 338400 APPLIED MATERIALS INC 038222105 1406 130800 SH DEFINED 1,2 130800 APTARGROUP INC 038336103 796 25566 SH DEFINED 1,2 25566 ARBITRON INC 03875Q108 233 15487 SH DEFINED 1,2 15487 ASTRAZENECA PLC ADR 046353108 3281 92557 SH DEFINED 1,2 92557 AT&T INC 00206R102 113317 4496700 SH DEFINED 1,2 4496700 AUTOLIV INC 052800109 7931 427100 SH DEFINED 1,2 427100 BAKER HUGHES INC 057224107 31027 1086751 SH DEFINED 1,2 1086751 BANRO CORPORATION C$ 066800103 4150 2552300 SH DEFINED 1,2 2552300 BANRO CORPORATION WTS C$ 1:1 @ CAD 2.36 066800111 144 361950 SH DEFINED 1,2 361950 EXP 09/17/11 BARRICK GOLD CORP C$ 067901108 145155 4477100 SH DEFINED 1,2 4477100 BAXTER INTERNATIONAL INC 071813109 109718 2142100 SH DEFINED 1,2 2142100 BCE INC C$ 05534B760 21617 1082800 SH DEFINED 1,2 1082800 BERKSHIRE HATHAWAY INC CL A 084670108 10491 121 SH DEFINED 1,2 121 BEST BUY CO INC 086516101 5721 150700 SH DEFINED 1,2 150700 BIOGEN IDEC INC 09062X103 61080 1165200 SH DEFINED 1,2 1165200 BIOVAIL CORPORATION C$ 09067J109 187 17200 SH DEFINED 1,2 17200 BJ SERVICES 055482103 946 95100 SH DEFINED 1,2 95100 BORG WARNER INC 099724106 68910 3394600 SH DEFINED 1,2 3394600 BP PLC ADR 055622104 205 5100 SH DEFINED 1,2 5100 BROADCOM CORP CL A 111320107 8140 407400 SH DEFINED 1,2 407400 BROCADE COMMUNICATIONS SYSTEMS INC 111621306 35474 10282400 SH DEFINED 1,2 10282400 CAMECO CORP C$ 13321L108 43751 2554400 SH DEFINED 1,2 2554400 CANADIAN NATURAL RESOURCES LTD C$ 136385101 43935 1130300 SH DEFINED 1,2 1130300 CAPITAL ONE FINANCIAL CORP 14040H105 345 28200 SH DEFINED 1,2 28200 CARDINAL HEALTH INC 14149Y108 3444 109387 SH DEFINED 1,2 109387 CARDIONET INC 14159L103 688 24500 SH DEFINED 1,2 24500 CARNIVAL CORP COMMON PAIRED STOCK 143658300 663 30700 SH DEFINED 1,2 30700 CBS CORP CL B 124857202 1490 388000 SH DEFINED 1,2 388000 CELGENE CORP 151020104 62471 1407000 SH DEFINED 1,2 1407000 CELLCOM ISRAEL LTD (USD) B1QHD79 8801 413200 SH DEFINED 1,2 413200 CEMEX SAB DE CV CPO UNIT ADR (2 A SHRS + 151290889 8571 1371273 SH DEFINED 1,2 1371273 1 B SHR) CERNER CORPORATION 156782104 38219 869200 SH DEFINED 1,2 869200 CHEVRON CORP 166764100 19825 294839 SH DEFINED 1,2 294839 CHINA LIFE INSURANCE CO LTD H ADR 16939P106 6236 126638 SH DEFINED 1,2 126638 CHINA MOBILE LTD ADR 16941M109 17064 392100 SH DEFINED 1,2 392100 CHUBB CORP 171232101 927 21900 SH DEFINED 1,2 21900 CHUNGHWA TELECOM ADR 17133Q403 5658 310382 SH DEFINED 1,2 310382 CISCO SYSTEMS INC 17275R102 77411 4616066 SH DEFINED 1,2 4616066 CLECO CORP (HOLDING COMPANY) 12561W105 364 16800 SH DEFINED 1,2 16800 CLIFFS NATURAL RESOURCES INC 18683K101 12374 681400 SH DEFINED 1,2 681400 CMS ENERGY CORP 125896100 1235 104300 SH DEFINED 1,2 104300 CO DE MINAS BUENAVENTURA SA ADR 204448104 10240 427000 SH DEFINED 1,2 427000 CO VALE RIO DOCE (CVRD) ON ADR 204412209 2273 170900 SH DEFINED 1,2 170900 CO VALE RIO DOCE (CVRD) PNA ADR 204412100 216761 19216360 SH DEFINED 1,2 19216360 COCA-COLA CO 191216100 15084 343200 SH DEFINED 1,2 343200 COGNIZANT TECH SOLUTIONS CL A 192446102 859 41300 SH DEFINED 1,2 41300 COMCAST CORP CL A (NEW) 20030N101 12280 900300 SH DEFINED 1,2 900300 COMPANHIA DE BEBIDAS DAS AMBEV PN ADR 20441W203 47989 1005000 SH DEFINED 1,2 1005000 COMPANHIA ENERGETICA DE MINAS GERAIS ADR 204409601 21139 1430237 SH DEFINED 1,2 1430237 PN (CEMIG) COMSCORE INC 20564W105 408 33765 SH DEFINED 1,2 33765 CONOCOPHILLIPS 20825C104 1942 49600 SH DEFINED 1,2 49600 CORE LABORATORIES 2182531 380 5200 SH DEFINED 1,2 5200 COSTCO WHOLESALE CORP 22160K105 16606 358500 SH DEFINED 1,2 358500 CTC MEDIA INC 12642X106 4587 1005900 SH DEFINED 1,2 1005900 CTRIP.COM INTL ADR 22943F100 60241 2198580 SH DEFINED 1,2 2198580 DANAHER CORP 235851102 25993 479400 SH DEFINED 1,2 479400 DAVITA INC 23918K108 22309 507600 SH DEFINED 1,2 507600 DEUTSCHE BANK AG (FOREIGN REG) 2803025 1350 33200 SH DEFINED 1,2 33200 DIAMOND OFFSHORE DRILLING INC 25271C102 13132 208900 SH DEFINED 1,2 208900 DISNEY WALT CO (THE)-DISNEY COMMON 254687106 86405 4757974 SH DEFINED 1,2 4757974 DOW CHEMICAL CO 260543103 186 22000 SH DEFINED 1,2 22000 EBAY INC 278642103 476 37900 SH DEFINED 1,2 37900 EDISON INTERNATIONAL 281020107 17753 616200 SH DEFINED 1,2 616200 EMERSON ELECTRIC CO 291011104 3815 133500 SH DEFINED 1,2 133500 EMPRESA NAC ELEC ADR 29244T101 25571 681900 SH DEFINED 1,2 681900 EMS TECHNOLOGIES INC 26873N108 346 19800 SH DEFINED 1,2 19800 ENCANA CORP C$ 292505104 12537 305700 SH DEFINED 1,2 305700 ENERGIZER HOLDINGS INC 29266R108 12949 260600 SH DEFINED 1,2 260600 ENERSIS ADR 29274F104 130592 8648500 SH DEFINED 1,2 8648500 EOG RESOURCES INC 26875P101 6445 117700 SH DEFINED 1,2 117700 ERICSSON CL B ADR 294821608 52 6400 SH DEFINED 1,2 6400 EXPONENT INC 30214U102 443 17500 SH DEFINED 1,2 17500 EXXON MOBIL CORP 30231G102 36756 539740 SH DEFINED 1,2 539740 FEDEX CORP 31428X106 13532 304150 SH DEFINED 1,2 304150 FIRST SOLAR INC 336433107 37342 281400 SH DEFINED 1,2 281400 FLUOR CORP (NEW) 343412102 41750 1208400 SH DEFINED 1,2 1208400 FOCUS MEDIA HOLDING ADR 34415V109 26338 3873200 SH DEFINED 1,2 3873200 FOMENTO ECONOMICO MEXICANO SAB DE CV ADR 344419106 63779 2529900 SH DEFINED 1,2 2529900 FREEPORT MCMORAN COPPER & GOLD CV PFD 35671D782 43236 669600 SH DEFINED 1,2 669600 6.75% 05-01-2010 FREEPORT-MCMORAN COPPER & GOLD 35671D857 14524 381100 SH DEFINED 1,2 381100 FRONTEER DEVELOPMENT GROUP INC C$ 35903Q106 123 50800 SH DEFINED 1,2 50800 GANNETT CO INC 364730101 63 28500 SH DEFINED 1,2 28500 GENERAL ELECTRIC CO (USD) 369604103 22200 2195844 SH DEFINED 1,2 2195844 GENERAL MILLS INC 370334104 4060 81400 SH DEFINED 1,2 81400 GENPACT LTD B23DBK6 34406 3883300 SH DEFINED 1,2 3883300 GERDAU SA ADR 373737105 15638 2858800 SH DEFINED 1,2 2858800 GIANT INTERACTIVE GROUP INC ADR 374511103 19247 2830500 SH DEFINED 1,2 2830500 GMARKET INC ADR 38012G100 43093 2626030 SH DEFINED 1,2 2626030 GOLDMAN SACHS GROUP INC 38141G104 149238 1407640 SH DEFINED 1,2 1407640 GOOGLE INC CL A 38259P508 131567 378000 SH DEFINED 1,2 378000 GREAT BASIN GOLD LTD C$ 390124105 217 168600 SH DEFINED 1,2 168600 GRUPO TELEVISA CPO ADR 40049J206 13938 1021856 SH DEFINED 1,2 1021856 GT SOLAR INTERNATIONAL INC 3623E0209 4277 644100 SH DEFINED 1,2 644100 HANESBRANDS INC 410345102 189 19712 SH DEFINED 1,2 19712 HARMONY GOLD MINING ADR 413216300 53508 4890992 SH DEFINED 1,2 4890992 HEWLETT-PACKARD CO 428236103 16982 529700 SH DEFINED 1,2 529700 HIBBETT SPORTS INC 428567101 242 12600 SH DEFINED 1,2 12600 HOME DEPOT INC 437076102 28833 1223800 SH DEFINED 1,2 1223800 HUDSON CITY BANCORP INC 443683107 10212 873600 SH DEFINED 1,2 873600 ILLINOIS TOOL WORKS INC 452308109 321 10400 SH DEFINED 1,2 10400 INFOSYS TECHNOLOGIES ADR 456788108 1389 52176 SH DEFINED 1,2 52176 INSULET CORP 45784P101 192 46800 SH DEFINED 1,2 46800 INTEL CORP 458140100 832 55300 SH DEFINED 1,2 55300 INTERNATIONAL BUSINESS MACHINES CORP 459200101 31557 325700 SH DEFINED 1,2 325700 IRON MOUNTAIN INC NEW 462846106 8782 396100 SH DEFINED 1,2 396100 IVANHOE MINES LTD C$ 46579N103 38637 6256400 SH DEFINED 1,2 6256400 JOHNSON CONTROLS INC 478366107 38767 3230600 SH DEFINED 1,2 3230600 JPMORGAN CHASE & CO 46625H100 71895 2704851 SH DEFINED 1,2 2704851 KIMBERLY-CLARK CORP 494368103 3707 80400 SH DEFINED 1,2 80400 KNIGHT TRANSPORTATION INC 499064103 358 23600 SH DEFINED 1,2 23600 KRAFT FOODS INC CL A 50075N104 10023 449651 SH DEFINED 1,2 449651 LAS VEGAS SANDS CORP 517834107 120 40000 SH DEFINED 1,2 40000 LORILLARD INC 544147101 17756 287600 SH DEFINED 1,2 287600 LOWES COMPANIES INC 548661107 16605 909871 SH DEFINED 1,2 909871 MAGYAR TELEKOM TELECOMMUNICATIONS ADR 559776109 1242 109000 SH DEFINED 1,2 109000 MARATHON OIL CORP 565849106 11775 447900 SH DEFINED 1,2 447900 MAXIM INTEGRATED PRODUCTS INC 57772K101 2536 192000 SH DEFINED 1,2 192000 MCDONALDS CORP 580135101 551 10100 SH DEFINED 1,2 10100 MEDTRONIC INC 585055106 25592 868400 SH DEFINED 1,2 868400 MERCURY GENERAL CORP 589400100 5578 187800 SH DEFINED 1,2 187800 MICROCHIP TECHNOLOGY INC 595017104 4787 225900 SH DEFINED 1,2 225900 MICRON TECHNOLOGY INC 595112103 15377 3787500 SH DEFINED 1,2 3787500 MICROS SYSTEMS INC 594901100 448 23900 SH DEFINED 1,2 23900 MICROSOFT CORP 594918104 3487 189800 SH DEFINED 1,2 189800 MINEFINDERS CORP C$ 602900102 528 67100 SH DEFINED 1,2 67100 MOBILE TELESYSTEMS OJSC ADR 607409109 18450 616655 SH DEFINED 1,2 616655 MONSANTO CO NEW 61166W101 90745 1092000 SH DEFINED 1,2 1092000 MONSTER WORLDWIDE 611742107 4355 534300 SH DEFINED 1,2 534300 MSCI INC CL A 55354G100 7939 469500 SH DEFINED 1,2 469500 NATIONAL INSTRUMENTS CORP 636518102 274 14700 SH DEFINED 1,2 14700 NET SERVICOS DE COMUNICACAO PN ADR 64109T201 1079 148800 SH DEFINED 1,2 148800 NETAPP INC 64110D104 822 55400 SH DEFINED 1,2 55400 NETEASE.COM ADR 64110W102 43046 1603200 SH DEFINED 1,2 1603200 NEW ORIENTAL EDU & TECH GRP INC ADR 647581107 51295 1020800 SH DEFINED 1,2 1020800 NEWS CORP INC CL A 65248E104 416 62900 SH DEFINED 1,2 62900 NORDSTROM INC 655664100 2585 154300 SH DEFINED 1,2 154300 NOVARTIS AG NAMEN ADR 66987V109 409 10800 SH DEFINED 1,2 10800 NUCOR CORP 670346105 9642 252600 SH DEFINED 1,2 252600 NUVASIVE INC 670704105 402 12800 SH DEFINED 1,2 12800 OMNICOM GROUP INC 681919106 24259 1036700 SH DEFINED 1,2 1036700 ORBOTECH LTD 2661784 2630 694023 SH DEFINED 1,2 694023 ORIENT-EXPRESS HOTELS CL A 2619288 128 31200 SH DEFINED 1,2 31200 PARTNER COMMUNICATIONS CO ADR 70211M109 7380 488100 SH DEFINED 1,2 488100 PAYCHEX INC 704326107 5653 220200 SH DEFINED 1,2 220200 PEPSICO INC 713448108 100230 1946960 SH DEFINED 1,2 1946960 PERFECT WORLD CO LTD ADR CL B 71372U104 26824 1909200 SH DEFINED 1,2 1909200 PETROLEO BRASIL ON ADR (PETROBRAS) 71654V408 134977 4429822 SH DEFINED 1,2 4429822 PETROLEO BRASIL PN ADR (PETROBRAS) 71654V101 241150 9842840 SH DEFINED 1,2 9842840 PFIZER INC 717081103 454 33300 SH DEFINED 1,2 33300 PHILIP MORRIS INTERNATIONAL 718172109 10599 297900 SH DEFINED 1,2 297900 PHILIPPINE LDTEL ADR 718252604 17385 393950 SH DEFINED 1,2 393950 PINNACLE WEST CAPITAL CORP 723484101 2016 75900 SH DEFINED 1,2 75900 POLYCOM INC 73172K104 15570 1011700 SH DEFINED 1,2 1011700 POTASH CORP OF SASKATCHEWAN INC C$ 73755L107 93813 1157800 SH DEFINED 1,2 1157800 PROGRESSIVE CORP 743315103 52186 3882900 SH DEFINED 1,2 3882900 QUALCOMM INC 747525103 32965 847200 SH DEFINED 1,2 847200 RENAISSANCERE HLDGS LTD 2728429 12449 251800 SH DEFINED 1,2 251800 ROGERS COMMUNICATIONS INC CL B N/V C$ 775109200 14118 611500 SH DEFINED 1,2 611500 ROYAL DUTCH SHELL CL A ADR 780259206 62 1400 SH DEFINED 1,2 1400 ROYAL DUTCH SHELL CL B ADR 780259107 2250 51600 SH DEFINED 1,2 51600 RYANAIR HOLDINGS PLC ADR 783513104 1629 70500 SH DEFINED 1,2 70500 SANDISK CORP 80004C101 1787 141300 SH DEFINED 1,2 141300 SANOFI-AVENTIS ADR 80105N105 2519 90200 SH DEFINED 1,2 90200 SAP AG ADR 803054204 1937 54900 SH DEFINED 1,2 54900 SARA LEE CORP 803111103 10462 1294800 SH DEFINED 1,2 1294800 SASOL ADR 803866300 56806 1962200 SH DEFINED 1,2 1962200 SCHERING-PLOUGH CORP CV PFD 6.0% 806605705 1158 5500 SH DEFINED 1,2 5500 08-13-2010 SCHLUMBERGER LTD 806857108 40315 992502 SH DEFINED 1,2 992502 SEAGATE TECHNOLOGY 2166245 441 73400 SH DEFINED 1,2 73400 SEPRACOR INC 817315104 2020 137800 SH DEFINED 1,2 137800 SHANDA INTERACTIVE ENTERTAINMENT LTD ADR 81941Q203 26540 671400 SH DEFINED 1,2 671400 SHIRE PLC ADR 82481R106 10247 285100 SH DEFINED 1,2 285100 SIGNET JEWELERS LTD (GBP) B3C9VJ1 11808 1020853 SH DEFINED 1,2 1020853 SINA CORP 2579230 4183 179900 SH DEFINED 1,2 179900 SMUCKER JM COMPANY 832696405 604 16200 SH DEFINED 1,2 16200 SOHU.COM 83408W103 4701 113800 SH DEFINED 1,2 113800 SOUTHERN CO 842587107 14036 458400 SH DEFINED 1,2 458400 SOUTHWEST AIRLINES CO 844741108 679 107200 SH DEFINED 1,2 107200 SOUTHWEST GAS CORP 844895102 360 17100 SH DEFINED 1,2 17100 STAGE STORES INC 85254C305 208 20600 SH DEFINED 1,2 20600 SUNCOR ENERGY INC C$ 867229106 30832 1378600 SH DEFINED 1,2 1378600 SUNPOWER CORP CL A 867652109 8207 345100 SH DEFINED 1,2 345100 SUNTECH POWER HOLDINGS CO LTD ADR 86800C104 39852 3409100 SH DEFINED 1,2 3409100 T ROWE PRICE GROUP INC 74144T108 430 14900 SH DEFINED 1,2 14900 TAIWAN SEMICONDUCTOR MFG CO ADR 874039100 28242 3155547 SH DEFINED 1,2 3155547 TARGET CORP 87612E106 150436 4374400 SH DEFINED 1,2 4374400 TELE NORTE LESTE PARTICIPACOES PN ADR 879246106 23275 1681700 SH DEFINED 1,2 1681700 TELECOM ARGENTINA B ADR 879273209 1018 131300 SH DEFINED 1,2 131300 TELEFONICA ADR 879382208 6997 117352 SH DEFINED 1,2 117352 TELEFONOS DE MEXICO SAB DE CV L ADR 879403780 113585 7552220 SH DEFINED 1,2 7552220 TELEKOM INDONESIA B ADR 715684106 2540 98820 SH DEFINED 1,2 98820 TELEMIG CELULAR PARTICIPACOES PN ADR 87944E105 16918 474689 SH DEFINED 1,2 474689 TELMEX INTERNACIONAL SAB DE CV L ADR 879690105 114239 12457895 SH DEFINED 1,2 12457895 TENARIS SA ADR 88031M109 55562 2754700 SH DEFINED 1,2 2754700 TEXAS INDUSTRIES 882491103 195 7800 SH DEFINED 1,2 7800 TIM PARTICIPACOES SA PN ADR 88706P106 2442 196576 SH DEFINED 1,2 196576 TIME WARNER CABLE INC 88732J207 19031 767380 SH DEFINED 1,2 767380 TIME WARNER INC 887317303 58766 3044884 SH DEFINED 1,2 3044884 TOOTSIE ROLL INDS 890516107 345 15876 SH DEFINED 1,2 15876 TORONTO DOMINION BANK (THE) US$ 891160509 889 25700 SH DEFINED 1,2 25700 TRANSOCEAN LTD B3KFWW1 3864 65677 SH DEFINED 1,2 65677 TREEHOUSE FOODS INC 89469A104 711 24700 SH DEFINED 1,2 24700 TW TELECOM INC 87311L104 2475 282800 SH DEFINED 1,2 282800 UMPQUA HOLDINGS CORP 904214103 222 24500 SH DEFINED 1,2 24500 UNILEVER NV NY SHRS 904784709 2266 115600 SH DEFINED 1,2 115600 UNION PACIFIC CORP 907818108 584 14200 SH DEFINED 1,2 14200 UNITED PARCEL SERVICE INC CL B 911312106 68829 1398400 SH DEFINED 1,2 1398400 UNITED TECHNOLOGIES CORP 913017109 1397 32500 SH DEFINED 1,2 32500 UNITEDHEALTH GROUP INC 91324P102 4269 203960 SH DEFINED 1,2 203960 URBAN OUTFITTERS INC 917047102 5350 326800 SH DEFINED 1,2 326800 USA TRUCK INC 902925106 97 7519 SH DEFINED 1,2 7519 VIMPEL COMMUNICATIONS ADR OPEN JOINT 68370R109 21385 3269800 SH DEFINED 1,2 3269800 STOCK COMPANY VISA INC CL A 92826C839 4326 77800 SH DEFINED 1,2 77800 VULCAN MATERIALS CO 929160109 39445 890600 SH DEFINED 1,2 890600 WAL-MART STORES INC 931142103 115527 2217400 SH DEFINED 1,2 2217400 WESTERN GOLDFIELDS INC C$ 95828P203 795 420300 SH DEFINED 1,2 420300 WIPRO LTD ADR 97651M109 175 24600 SH DEFINED 1,2 24600 YAHOO! INC 984332106 30128 2351900 SH DEFINED 1,2 2351900 ----------------- GRAND $ 6244755 * INVESTMENT DISCRETION IS DISCLAIMED BY THE CAPITAL GROUP COMPANIES, INC AND CAPITAL GROUP INTERNATIONAL, INC FOR ALL PURPOSES OTHER THAN FORM 13F
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