Q3 2019 Holdings
Filed 2019-11-14 | 10 holdings | $961.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $264.9K | 441,652 | 27.6% |
| Linde PLC(LIN) | SHS | G5494J103 | $171.5K | 687,492 | 17.8% |
| Avon Prods Inc(AVPUSD) | COM | 054303102 | $161.6K | 32,261,002 | 16.8% |
| Electronic Arts Inc(EA) | COM | 285512109 | $103.9K | 824,934 | 10.8% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $92.4K | 929,345 | 9.6% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $61.4K | 4,123,874 | 6.4% |
| Garrett Motion Inc(GTX) | COM | 366505105 | $48.8K | 3,806,058 | 5.1% |
| SIX Flags Entmt Corp(SIXEUR) | COM | 83001A102 | $45.9K | 701,340 | 4.8% |
| Loma Negra Corp(LOMA) | SPONSORED ADS | 54150E104 | $5.7K | 989,555 | 0.6% |
| Vale SA(VALE) | SPONSORED ADS | 91912E105 | $5.1K | 444,156 | 0.5% |