Sagil Capital Llp Portfolio Stock Holdings

Sagil Capital Llp disclosed 16 stock positions valued at approximately $156.1 million in its latest SEC 13F filing. The largest holdings include VISTA ENERGY S.A.B. DE C.V., BARRICK MNG CORP, and TELECOM ARGENTINA SA. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
16
Portfolio Value
$156.1M
Holdings by Sector
Sagil Capital Llp Portfolio Holdings in Q1 2026

12 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VISTA ENERGY S.A.B. DE C.V.VISTEnergy12.08%250,000+250,000+100.00%$18,867,500
BARRICK MNG CORPBOther10.45%400,000-80,000-16.67%$16,316,000
TELECOM ARGENTINA SATEOCommunication Services8.66%1,156,409+499,312+75.99%$13,518,421
GRUPO FINANCIERO GALICIA S.AGGALFinancial Services6.94%231,958+231,958+100.00%$10,834,758
BANCO BBVA ARGENTINA S ABBARFinancial Services6.17%600,000+600,000+100.00%$9,636,000
NU HLDGS LTDG6683N103Other5.52%600,000+600,000+100.00%$8,622,000
ARIS MINING CORPORATIONARMNBasic Materials5.36%450,000--$8,365,239
NUTRIEN LTDNTRBasic Materials4.83%100,000+100,000+100.00%$7,546,000
ZIM INTEGRATED SHIPPING SERVM9T951109Other4.58%271,475+201,475+287.82%$7,153,366
ISHARES TRLQDOther2.53%36,200--$3,945,438
GLOBANT S AL44385109Other2.22%75,000+75,000+100.00%$3,458,250
CEMENTOS PACASMAYO S A ACPACBasic Materials1.72%268,197+58,463+27.87%$2,681,970