Q4 2019 Holdings
Filed 2020-02-14 | 14 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $258.7K | 412,679 | 25.3% |
| Avon Products Inc(AVPUSD) | COM | 054303102 | $205.2K | 31,878,494 | 20.1% |
| Linde PLC(LIN) | SHS | G5494J103 | $120.4K | 441,704 | 11.8% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $118.3K | 1,059,731 | 11.6% |
| Electronic Arts Inc(EA) | COM | 285512109 | $108.7K | 788,034 | 10.6% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $81.2K | 3,557,197 | 8.0% |
| Garret Motion Inc(GTX) | COM | 366505105 | $34.3K | 3,411,228 | 3.4% |
| SIX Flags Entertainment Corp(SIXEUR) | COM | 83001A102 | $30.6K | 523,060 | 3.0% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $29.5K | 654,251 | 2.9% |
| Loma Negra Corp(LOMA) | SPONSORED ADS | 54150E104 | $15.4K | 1,966,681 | 1.5% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $8.4K | 210,734 | 0.8% |
| Vale AS(VALE) | SPONSORED ADS | 91912E105 | $5.9K | 444,156 | 0.6% |
| Purple Innovation Inc(PRPL) | COM | 74640Y106 | $2.7K | 240,825 | 0.3% |
| XP Inc(XP) | CL A | G98239109 | $2.0K | 51,476 | 0.2% |