Q1 2018 Holdings
Filed 2024-11-27 | 6 holdings | $97.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $36.5M | 925,070 | 37.4% |
| Gerdau S A(GGB) | SPON ADR REP PFD | 373737105 | $26.5M | 5,683,785 | 27.1% |
| Golar LNG LTD Bermuda(GLNG)Call | SHS | G9456A100 | $17.6M | 642,900 | 18.0% |
| Loma Negra Corp(LOMA) | SPONSORED ADS | 54150E104 | $13.5M | 633,396 | 13.8% |
| Cemex SAB de CV(CX) | SPON ADR NEW | 151290889 | $2.5M | 372,900 | 2.5% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $1.1M | 26,100 | 1.1% |