Waddell & Reed

Total Portfolio Holdings

Ivy Cundill Global Value Fund

Updated as of 3/31/2013
Name CUSIP Type Shares or Principal Amount Market Value Percent of Net Assets
Bank of America Corporation 060505104 Common Stocks 1,279,082 $15,579,219.00 6.73 %
American International Group, Inc. 026874784 Common Stocks 400,400 $15,543,528.00 6.72 %
Citigroup Inc. 172967424 Common Stocks 330,198 $14,607,960.00 6.30 %
Honda Motor Co., Ltd. 6435145 Common Stocks 331,700 $12,685,186.00 5.47 %
GameStop Corp, Class A 36467W109 Common Stocks 434,300 $12,147,371.00 5.24 %
Straight-A Funding, LLC (GTD by Federal FinancingBank) 0.14 %, 4/12/2013 86257FNU5 04/12/2013 Short-Term Securities 10,500,000 $10,499,506.00 4.52 %
Deutsche Lufthansa AG 5287488 Common Stocks 508,486 $9,930,247.00 4.29 %
Munchener Ruckversicherungs-Gesellschaft AG, Registered Shares 5294121 Common Stocks 48,246 $9,023,088.00 3.89 %
Chesapeake Energy Corporation, 5.75% Cumulative 165167784 Preferred Stocks 8,476 $8,661,413.00 3.74 %
First Pacific Company Limited 6339872 Common Stocks 6,332,868 $8,582,460.00 3.71 %
ageas N.V. B86S2N0 Common Stocks 251,200 $8,496,016.00 3.67 %
Berkshire Hathaway Inc., Class A 084670108 Common Stocks 54 $8,439,120.00 3.64 %
Sega Sammy Holdings Inc. B02RK08 Common Stocks 374,800 $7,505,157.00 3.24 %
Fannie Mae Discount Notes 0.08 %, 4/3/2013 313589DW0 04/03/2013 Short-Term Securities 6,728,000 $6,727,958.00 2.90 %
SANKYO Co., Ltd. 6775432 Common Stocks 140,400 $6,562,490.00 2.83 %
EXOR S.p.A. B06HZC1 Common Stocks 214,827 $6,000,462.00 2.59 %
Posco 6693233 Common Stocks 19,720 $5,795,830.00 2.50 %
EnCana Corporation 292505104 Common Stocks 280,700 $5,462,422.00 2.36 %
BP plc, ADR 055622104 Common Stocks 124,976 $5,292,734.00 2.28 %
Hewlett-Packard Company 428236103 Common Stocks 203,434 $4,849,867.00 2.09 %
Liberty Interactive Corporation, Series A 53071M880 Common Stocks 62,275 $4,706,745.00 2.03 %
Renault S.A. 4712798 Common Stocks 71,958 $4,508,213.00 1.95 %
Straight-A Funding, LLC (GTD by Federal FinancingBank) 0.18 %, 4/12/2013 86257ETP3 04/12/2013 Short-Term Securities 4,100,000 $4,099,747.00 1.77 %
Straight-A Funding, LLC (GTD by Federal FinancingBank) 0.15 %, 6/14/2013 86257J4J3 06/14/2013 Short-Term Securities 4,000,000 $3,998,769.00 1.73 %
JPMorgan Chase & Co. 0.00 %, 10/28/2018 46634E114 Warrants 265,559 $3,784,216.00 1.63 %
Overseas Private Investment Corporation (GTD by United States Government) 0.15 %, 4/7/2013 690353VT1 06/15/2032 Short-Term Securities 2,961,538 $2,961,538.00 1.28 %
Mediaset S.p.A. 5077946 Common Stocks 1,404,236 $2,867,441.00 1.24 %
TNT N.V. 5481558 Common Stocks 1,359,165 $2,717,912.00 1.17 %
Henderson Land Development Company Limited 6420538 Common Stocks 381,023 $2,606,401.00 1.12 %
Chesapeake Energy Corporation 165167107 Common Stocks 122,000 $2,490,020.00 1.07 %
Straight-A Funding, LLC (GTD by Federal FinancingBank) 0.15 %, 6/10/2013 86257FQF5 06/10/2013 Short-Term Securities 2,100,000 $2,099,399.00 0.91 %
FedEx Corporation 31428X106 Common Stocks 20,740 $2,036,668.00 0.88 %
Canon Inc. 6172323 Common Stocks 46,700 $1,711,531.00 0.74 %
Nokia OYJ 5902941 Common Stocks 485,200 $1,569,816.00 0.68 %
Intralot S.A. Integrated Lottery Systems and Services 5799284 Common Stocks 626,464 $1,469,555.00 0.63 %
Gestevision Telecinco, S.A. B01G2K0 Common Stocks 114,540 $822,359.00 0.35 %
Straight-A Funding, LLC (GTD by Federal FinancingBank) 0.18 %, 4/11/2013 86257P2C6 04/11/2013 Short-Term Securities 500,000 $499,972.00 0.22 %
HRT Participacoes Em Petroleo S.A. B4LW4N3 Common Stocks 283,800 $471,888.00 0.20 %
Overseas Private Investment Corporation 0.15 %, 4/3/2013 690353UW5 03/15/2032 Short-Term Securities 297,179 $297,179.00 0.13 %
Hellenic Republic 2.00 %, 2/24/2025 B7969R7 Other Government Securities 17,985 $9,963.00 0.01 %
Hellenic Republic 2.00 %, 2/24/2039 B7J99D2 Other Government Securities 19,184 $8,703.00 0.01 %
Hellenic Republic 2.00 %, 2/24/2038 B7KJD73 Other Government Securities 19,184 $8,705.00 0.01 %
Hellenic Republic 2.00 %, 2/24/2033 B7K5490 Other Government Securities 19,184 $8,881.00 0.01 %
Hellenic Republic 2.00 %, 2/24/2027 B72YVH2 Other Government Securities 17,985 $9,136.00 0.01 %
Hellenic Republic 2.00 %, 2/24/2023 B70G6L9 Other Government Securities 17,985 $10,988.00 0.01 %
Hellenic Republic 2.00 %, 2/24/2026 B7J7VJ6 Other Government Securities 17,985 $9,503.00 0.01 %
Hellenic Republic 2.00 %, 2/24/2032 B7860W0 Other Government Securities 19,184 $8,971.00 0.01 %
Hellenic Republic 2.00 %, 2/24/2028 B59KVC4 Other Government Securities 19,184 $9,443.00 0.00 %
Hellenic Republic 2.00 %, 2/24/2029 B4ZBYW5 Other Government Securities 19,184 $9,305.00 0.00 %
Hellenic Republic 2.00 %, 2/24/2037 B4TTTF3 Other Government Securities 19,184 $8,810.00 0.00 %
Hellenic Republic 2.00 %, 2/24/2030 B6RTL75 Other Government Securities 19,184 $9,160.00 0.00 %
Hellenic Republic 2.00 %, 2/24/2041 B66QMY1 Other Government Securities 19,184 $8,771.00 0.00 %
Hellenic Republic 2.00 %, 2/24/2024 B5TY1F9 Other Government Securities 17,985 $10,448.00 0.00 %
Hellenic Republic 2.00 %, 2/24/2031 B762644 Other Government Securities 19,184 $8,961.00 0.00 %
Hellenic Republic 2.00 %, 2/24/2036 B7JR3H8 Other Government Securities 19,184 $8,708.00 0.00 %
Hellenic Republic 2.00 %, 2/24/2040 B7G9849 Other Government Securities 19,184 $8,770.00 0.00 %
Hellenic Republic 2.00 %, 2/24/2034 B7FH8S8 Other Government Securities 19,184 $8,777.00 0.00 %
Hellenic Republic 2.00 %, 2/24/2042 B78J847 Other Government Securities 19,184 $8,691.00 0.00 %
Hellenic Republic 0.00 %, 10/15/2042 B78DT02 Other Government Securities 377,600 $3,941.00 0.00 %
Hellenic Republic 2.00 %, 2/24/2035 B7JVY99 Other Government Securities 19,184 $8,757.00 0.00 %
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