Sagil Capital LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Sagil Capital LLP disclosed 16 US equity positions worth $156.1m in its Q1 2026 13F filing. The largest position was VIST at 12.1% of the reported book, followed by B and NEXA RES S A.
What did Sagil Capital LLP own in Q1 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 12.1% | $18.9m | 250,000 | – | |
| 2 | B BARRICK MNG CORP | Basic Materials | 10.5% | $16.3m | 400,000 | – | |
| 3 | NEXA RES S A | 9.1% | $14.2m | 1,337,794 | – | ||
| 4 | PICS NV | 8.7% | $13.6m | 1,300,000 | – | ||
| 5 | TEO TELECOM ARGENTINA SA | Communication Services | 8.7% | $13.5m | 1,156,409 | – | |
| 6 | GGAL GRUPO FINANCIERO GALICIA S.A | Financial Services | 6.9% | $10.8m | 231,958 | – | |
| 7 | TSAKOS ENERGY NAVIGATION LTD | 6.3% | $9.9m | 250,000 | – | ||
| 8 | BBAR BANCO BBVA ARGENTINA S A | 6.2% | $9.6m | 600,000 | – | ||
| 9 | NU NU HLDGS LTD | Financial Services | 5.5% | $8.6m | 600,000 | – | |
| 10 | ARIS ARIS MINING CORPORATION | Basic Materials | 5.4% | $8.4m | 450,000 | – | |
| 11 | AGRO ADECOAGRO S A | Consumer Defensive | 4.8% | $7.6m | 503,476 | – | |
| 12 | NTR NUTRIEN LTD | Basic Materials | 4.8% | $7.5m | 100,000 | – | |
| 13 | ZIM ZIM INTEGRATED SHIPPING SERV | Industrials | 4.6% | $7.2m | 271,475 | – | |
| 14 | LQD ISHARES TR | 2.5% | $3.9m | 36,200 | – | ||
| 15 | GLOB GLOBANT S A | Technology | 2.2% | $3.5m | 75,000 | – | |
| 16 | CPAC CEMENTOS PACASMAYO S A A | 1.7% | $2.7m | 268,197 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.