Camana Bay, Grand Cayman, E9CIK 13481455 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
37 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ypf Sociedad Anonima | 3.23M | $116.85M | 18.5% | −374.1K | Reduced |
| 2 | Grupo Aeromexico Sab De Cv | 5.00M | $109.73M | 17.4% | +5.00M | New |
| 3 | Kaspi Kz Jsc | 1.08M | $84.17M | 13.3% | 0 | Held |
| 4 | Irsa Inversiones Y Rep S A |
| 2.67M |
| $44.16M |
| 7.0% |
| +13.9K |
| Added |
| 5 | D Market Electr Svcs & Tradi | 16.47M | $40.85M | 6.5% | +531.1K | Added |
| 6 | Core Scientific Inc New | 2.03M | $29.61M | 4.7% | +822.2K | Added |
| 7 | Aercap Holdings NV | 200.0K | $28.75M | 4.6% | +90.0K | Added |
| 8 | Lululemon Athletica Inc | 118.0K | $24.52M | 3.9% | +118.0K | New |
| 9 | Telephone & Data Sys Inc | 573.0K | $23.49M | 3.7% | +573.0K | New |
| 10 | Pampa Energia S A | 232.1K | $20.55M | 3.3% | −39.9K | Reduced |
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