Sagil Capital LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Sagil Capital LLP disclosed 19 US equity positions worth $204.7m in its Q2 2026 13F filing. The largest position was VIST at 18.9% of the reported book, followed by GGAL and ZIM. Against the Q1 2026 filing, it opened 8 new positions, added to 5 and reduced 3 among the top 19 holdings.
What did Sagil Capital LLP own in Q2 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 18.9% | $38.7m | 606,919 | 143% | added |
| 2 | GGAL GRUPO FINANCIERO GALICIA S.A | Financial Services | 16.1% | $33.0m | 658,626 | 184% | added |
| 3 | ZIM ZIM INTEGRATED SHIPPING SERV | Industrials | 8.3% | $17.0m | 655,171 | 141% | added |
| 4 | NEXA RES S A | 8.2% | $16.7m | 1,366,754 | 2% | added | |
| 5 | XP XP INC | Financial Services | 7.9% | $16.3m | 1,000,000 | – | new |
| 6 | B BARRICK MNG CORP | Basic Materials | 7.2% | $14.7m | 400,000 | 0% | held |
| 7 | PICS NV | 6.8% | $13.8m | 1,300,000 | 0% | held | |
| 8 | BBAR BANCO BBVA ARGENTINA S A | 4.8% | $9.8m | 500,985 | -17% | reduced | |
| 9 | TX TERNIUM SA | Basic Materials | 4.3% | $8.7m | 204,756 | – | new |
| 10 | AZUL S A | 3.7% | $7.6m | 843,494 | – | new | |
| 11 | DHT DHT HOLDINGS INC | Energy | 3.7% | $7.5m | 453,888 | – | new |
| 12 | GLOB GLOBANT S A | Technology | 2.9% | $6.0m | 205,700 | 174% | added |
| 13 | ARIS ARIS MINING CORPORATION | Basic Materials | 2.3% | $4.6m | 311,800 | -31% | reduced |
| 14 | LQD ISHARES TR | 1.9% | $3.9m | 36,200 | 0% | held | |
| 15 | CPAC CEMENTOS PACASMAYO S A A | 0.9% | $1.9m | 157,531 | -41% | reduced | |
| 16 | DLO DLOCAL LTD | Technology | 0.8% | $1.5m | 119,167 | – | new |
| 17 | LITHIUM ARGENTINA AG | 0.6% | $1.2m | 1,274,000 | – | new | |
| 18 | EC ECOPETROL S A | Energy | 0.5% | $1.1m | 74,889 | – | new |
| 19 | USAS AMERICAS GOLD AND SILVER COR | 0.3% | $561.4k | 118,933 | – | new |
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.