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Fundamenta Capital S.A.: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 2088289) · Explore on the interactive board

Fundamenta Capital S.A. disclosed 14 US equity positions worth $172.4m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed July 28, 2026). Its largest position is BAP at 15.8% of the reported book, followed by ENIC, PAM. The top ten holdings are 87.9% of the book, and the portfolio behaves like about 11 equal-weight positions. Versus the prior filing it opened 8 new positions, added to 2, reduced 3 and exited 2. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$172.4mreported US equity book
14positions
15.8%largest position
87.9%top 10 weight
10.87effective positions (1/HHI)
2quarters on file since Q1 2026

What does Fundamenta Capital S.A. own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 8 new, 2 added, 3 reduced, 2 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 BAP CREDICORP LTD Financial Services 15.8%$27.3m70,000 44% added
2 ENIC ENEL CHILE SA Utilities 12.7%$21.9m4,875,363 new
3 PAM PAMPA ENERGIA SA Industrials 10.5%$18.0m219,498 -16% reduced
4 TGS TRANSPORTADORA DE GAS DEL SU Energy 9.5%$16.4m551,743 -3% reduced
5 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 7.8%$13.4m1,194,528 new
6 VIST VISTA ENERGY S.A.B. DE C.V. Energy 7.7%$13.3m209,000 0% held
7 BSAC BANCO SANTANDER CHILE NEW Financial Services 7.6%$13.1m398,778 new
8 EMBJ EMBRAER S.A. Industrials 5.8%$10.0m156,126 123% added
9 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 5.3%$9.1m182,260 new
10 TEO TELECOM ARGENTINA SA Communication Services 5.3%$9.1m697,869 new
11 BCH BANCO DE CHILE Financial Services 4.5%$7.8m195,726 new
12 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 3.6%$6.2m769,415 -18% reduced
13 AXIAY AXIA ENERGIA SA 2.0%$3.5m333,367 new
14 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 1.9%$3.3m44,400 new

What did Fundamenta Capital S.A. sell? Positions exited since the previous filing

StockPrior weightPrior value
LOMA LOMA NEGRA C I A S A MTN 1471.9%$10.6m
BVN COMPANIA DE MINAS BUENAVENTU28.1%$4.1m

Sector mix

SectorWeight
Financial Services33.2%
Energy17.2%
Industrials16.2%
Utilities12.7%
Consumer Defensive7.8%
Communication Services5.3%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202614$172.4m
Q1 20268$101.8m

How concentrated is Fundamenta Capital S.A.'s portfolio?

Across every quarter Fundamenta Capital S.A. has filed, its median largest position is 19.3% of the book and its median top-ten weight is 94.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 2.0 completed holding spells, the median lasted 1.0 quarters; 14.0 positions are still open and their final length is unknown.