Sagil Capital LLP Buys PagSeguro Digital, Vale SA, Petroleo Brasileiro SA Petrobras, Sells Banco Santander SA, BBVA Argentina SA, Grupo Aval Acciones y Valores SA

Author's Avatar
Feb 11, 2020
Article's Main Image
Investment company Sagil Capital LLP (Current Portfolio) buys PagSeguro Digital, Vale SA, Petroleo Brasileiro SA Petrobras, Tim Participacoes SA, YPF SA, sells Banco Santander SA, BBVA Argentina SA, Grupo Aval Acciones y Valores SA, Adecoagro SA, Azul SA during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Sagil Capital LLP. As of 2019Q4, Sagil Capital LLP owns 20 stocks with a total value of $147 million. These are the details of the buys and sells.

For the details of Sagil Capital LLP's stock buys and sells, go to https://www.gurufocus.com/guru/sagil+capital+llp/current-portfolio/portfolio

These are the top 5 holdings of Sagil Capital LLP
  1. iShares Silver Trust (SLV) - 1,160,000 shares, 13.21% of the total portfolio.
  2. PagSeguro Digital Ltd (PAGS) - 445,000 shares, 10.38% of the total portfolio. New Position
  3. iShares iBoxx $ Investment Grade Corporate Bond ET (LQD) - 117,800 shares, 10.29% of the total portfolio.
  4. Vale SA (VALE) - 968,000 shares, 8.72% of the total portfolio. New Position
  5. YPF SA (YPF) - 1,060,199 shares, 8.38% of the total portfolio. Shares added by 27.73%
New Purchase: PagSeguro Digital Ltd (PAGS)

Sagil Capital LLP initiated holding in PagSeguro Digital Ltd. The purchase prices were between $27.96 and $46.29, with an estimated average price of $35.76. The stock is now traded at around $33.14. The impact to a portfolio due to this purchase was 10.38%. The holding were 445,000 shares as of .

New Purchase: Vale SA (VALE)

Sagil Capital LLP initiated holding in Vale SA. The purchase prices were between $10.87 and $13.49, with an estimated average price of $12.05. The stock is now traded at around $11.96. The impact to a portfolio due to this purchase was 8.72%. The holding were 968,000 shares as of .

New Purchase: Petroleo Brasileiro SA Petrobras (PBR)

Sagil Capital LLP initiated holding in Petroleo Brasileiro SA Petrobras. The purchase prices were between $13.77 and $16.44, with an estimated average price of $15.28. The stock is now traded at around $14.74. The impact to a portfolio due to this purchase was 6.85%. The holding were 630,000 shares as of .

New Purchase: Tim Participacoes SA (TSU)

Sagil Capital LLP initiated holding in Tim Participacoes SA. The purchase prices were between $13.53 and $19.28, with an estimated average price of $15.83. The stock is now traded at around $19.02. The impact to a portfolio due to this purchase was 2.67%. The holding were 204,760 shares as of .

New Purchase: Vista Oil & Gas SAB de CV (VIST)

Sagil Capital LLP initiated holding in Vista Oil & Gas SAB de CV. The purchase prices were between $4.73 and $8.4, with an estimated average price of $6.14. The stock is now traded at around $7.12. The impact to a portfolio due to this purchase was 1.13%. The holding were 210,336 shares as of .

New Purchase: Enel Chile SA (ENIC)

Sagil Capital LLP initiated holding in Enel Chile SA. The purchase prices were between $3.65 and $4.96, with an estimated average price of $4.31. The stock is now traded at around $4.86. The impact to a portfolio due to this purchase was 0.48%. The holding were 148,031 shares as of .

Added: YPF SA (YPF)

Sagil Capital LLP added to a holding in YPF SA by 27.73%. The purchase prices were between $8.91 and $11.85, with an estimated average price of $9.73. The stock is now traded at around $9.45. The impact to a portfolio due to this purchase was 1.82%. The holding were 1,060,199 shares as of .

Sold Out: Banco Santander SA (SAN)

Sagil Capital LLP sold out a holding in Banco Santander SA. The sale prices were between $3.8 and $4.4, with an estimated average price of $4.05.

Sold Out: BBVA Argentina SA (BBAR)

Sagil Capital LLP sold out a holding in BBVA Argentina SA. The sale prices were between $3.06 and $6.11, with an estimated average price of $4.15.

Sold Out: Azul SA (AZUL)

Sagil Capital LLP sold out a holding in Azul SA. The sale prices were between $34.57 and $43.32, with an estimated average price of $38.56.



Here is the complete portfolio of Sagil Capital LLP. Also check out:

1. Sagil Capital LLP's Undervalued Stocks
2. Sagil Capital LLP's Top Growth Companies, and
3. Sagil Capital LLP's High Yield stocks
4. Stocks that Sagil Capital LLP keeps buying