Investor
Sagil Capital LLP
CIK 0001747744 · filed 2026-05-14 · SEC filing
13F book
$263M
Positions
16
8 new · 9 sold
Largest name
7.2%
Vista Energy S.A.B. De C.V.
Est. mark
$6.79M
Price effect on 8 names still held. Flow −$10.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vista Energy S.A.B. De C.V. | — | 250K | $18.9M | 7.2% | — | New |
| Barrick Mng Corp | — | 400K | $16.3M | 6.2% | −$1.1M | Cut−$4.59M |
| Nexa Res S A | — | 1.34M | $14.2M | 5.4% | $2.29M | Added$2.52M |
| Pics Nv | — | 1.3M | $13.6M | 5.2% | — | New |
| Telecom Argentina Sa | — | 1.16M | $13.5M | 5.1% | $52.6K | Added$5.89M |
| Grupo Financiero Galicia S.A | — | 232K | $10.8M | 4.1% | — | New |
| Tsakos Energy Navigation Ltd | — | 250K | $9.87M | 3.8% | $4.26M | Cut−$9.45M |
| Banco BBVA Argentina S.A. | BBAR | 600K | $9.64M | 3.7% | — | New |
| Nu Hldgs Ltd | — | 600K | $8.62M | 3.3% | — | New |
| Aris Mng Corp | ARIS | 450K | $8.37M | 3.2% | $1.07M | Held |
| Adecoagro S.A. | AGRO | 503.5K | $7.56M | 2.9% | — | New |
| Nutrien Ltd. | NTR | 100K | $7.55M | 2.9% | — | New |
| Zim Integrated Shipping Serv | — | 271.5K | $7.15M | 2.7% | $358.4K | Added$5.67M |
| Ishares Tr | — | 36.2K | $3.95M | 1.5% | −$43.4K | Held |
| Globant S.A. | GLOB | 75K | $3.46M | 1.3% | — | New |
| Cementos Pacasmayo S A A | — | 268.2K | $2.68M | 1.0% | −$88.1K | Added$496.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.