Holders — by stockHoldings — by fund
Sagil Capital LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001747744
$280.0M
disclosed book value
23
positions
13.8%
largest position share
Positions, as of 2026-06-30
top 25 of 23 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VISTVISTA ENERGY S.A.B. DE C.V. | 606,919 | $38.7M | 13.8% |
| 2 | GGALGRUPO FINANCIERO GALICIA S.A | 658,626 | $33.0M | 11.8% |
| 3 | EEMISHARES TRPUT | 420,000 | $28.7M | 10.3% |
| 4 | USOUNITED STS OIL FD LPPUT | 200,000 | $21.3M | 7.6% |
| 5 | ZIM INTEGRATED SHIPPING SERV | 655,171 | $17.0M | 6.1% |
| 6 | NEXA RES S A | 1.4M | $16.7M | 6% |
| 7 | XP INC | 1.0M | $16.3M | 5.8% |
| 8 | BBARRICK MNG CORP | 400,000 | $14.7M | 5.2% |
| 9 | PICS NV | 1.3M | $13.8M | 4.9% |
| 10 | EWZISHARES INCPUT | 300,000 | $10.3M | 3.7% |
| 11 | BBARBANCO BBVA ARGENTINA S A | 500,985 | $9.8M | 3.5% |
| 12 | TXTERNIUM SA | 204,756 | $8.7M | 3.1% |
| 13 | AZULAZUL S A | 843,494 | $7.6M | 2.7% |
| 14 | DHT HOLDINGS INC | 453,888 | $7.5M | 2.7% |
| 15 | PBRPETROLEO BRASILEIRO S APUT | 400,000 | $6.5M | 2.3% |
| 16 | GLOBANT S A | 205,700 | $6.0M | 2.1% |
| 17 | PBRPETROLEO BRASILEIRO S ACALL | 350,000 | $5.7M | 2% |
| 18 | ARISARIS MINING CORPORATION | 311,800 | $4.6M | 1.7% |
| 19 | LQDISHARES TR | 36,200 | $3.9M | 1.4% |
| 20 | ECECOPETROL S APUT | 200,000 | $2.8M | 1% |
| 21 | CPACCEMENTOS PACASMAYO S A A | 157,531 | $1.9M | 0.7% |
| 22 | DLOCAL LTD | 119,167 | $1.5M | 0.6% |
| 23 | LARCN 1.75 01/15/27LITHIUM ARGENTINA AG | 1.3M | $1.2M | 0.4% |
| 24 | ECECOPETROL S A | 74,889 | $1.1M | 0.4% |
| 25 | USASAMERICAS GOLD AND SILVER COR | 118,933 | $561,364 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.