- New Purchases: BMA, YPF, BRFS,
- Added Positions: PAGS, PBR.A, IAU, SLV, NEXA,
- Reduced Positions: EDN, KOF, IBA, IRS,
- Sold Out: EEM, FBR, CPA, LTM, EWW, ARCE,
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- PagSeguro Digital Ltd (PAGS) - 600,000 shares, 16.04% of the total portfolio. Shares added by 200.00%
- Petroleo Brasileiro SA Petrobras (PBR.A) - 979,000 shares, 12.54% of the total portfolio. Shares added by 46.56%
- Ternium SA (TX) - 513,700 shares, 12.52% of the total portfolio.
- Grupo Aval Acciones y Valores SA (AVAL) - 1,361,687 shares, 9.50% of the total portfolio.
- iShares Silver Trust (SLV) - 650,000 shares, 8.26% of the total portfolio. Shares added by 23.81%
Sagil Capital LLP initiated holding in Banco Macro SA. The purchase prices were between $42.81 and $59.72, with an estimated average price of $51.45. The stock is now traded at around $43.08. The impact to a portfolio due to this purchase was 8.21%. The holding were 200,321 shares as of .
New Purchase: YPF SA (YPF)Sagil Capital LLP initiated holding in YPF SA. The purchase prices were between $12.65 and $16.6, with an estimated average price of $14.66. The stock is now traded at around $14.22. The impact to a portfolio due to this purchase was 7.71%. The holding were 614,097 shares as of .
New Purchase: BRF SA (BRFS)Sagil Capital LLP initiated holding in BRF SA. The purchase prices were between $5.05 and $6.99, with an estimated average price of $6.01. The stock is now traded at around $7.44. The impact to a portfolio due to this purchase was 3.83%. The holding were 734,870 shares as of .
Added: PagSeguro Digital Ltd (PAGS)Sagil Capital LLP added to a holding in PagSeguro Digital Ltd by 200.00%. The purchase prices were between $18.73 and $30.78, with an estimated average price of $24.79. The stock is now traded at around $26.12. The impact to a portfolio due to this purchase was 10.69%. The holding were 600,000 shares as of .
Added: Petroleo Brasileiro SA Petrobras (PBR.A)Sagil Capital LLP added to a holding in Petroleo Brasileiro SA Petrobras by 46.56%. The purchase prices were between $11.59 and $15.47, with an estimated average price of $13.96. The stock is now traded at around $13.06. The impact to a portfolio due to this purchase was 3.98%. The holding were 979,000 shares as of .
Added: ishares Gold Trust (IAU)Sagil Capital LLP added to a holding in ishares Gold Trust by 100.00%. The purchase prices were between $12.26 and $12.84, with an estimated average price of $12.49. The stock is now traded at around $12.45. The impact to a portfolio due to this purchase was 3.33%. The holding were 600,000 shares as of .
Added: iShares Silver Trust (SLV)Sagil Capital LLP added to a holding in iShares Silver Trust by 23.81%. The purchase prices were between $14.07 and $15.07, with an estimated average price of $14.6. The stock is now traded at around $13.84. The impact to a portfolio due to this purchase was 1.59%. The holding were 650,000 shares as of .
Added: Nexa Resources SA (NEXA)Sagil Capital LLP added to a holding in Nexa Resources SA by 44.01%. The purchase prices were between $8.52 and $12.45, with an estimated average price of $10.63. The stock is now traded at around $9.50. The impact to a portfolio due to this purchase was 0.53%. The holding were 155,162 shares as of .
Sold Out: iShares MSCI Emerging Index Fund (EEM)Sagil Capital LLP sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $38.45 and $43.71, with an estimated average price of $42.09.
Sold Out: Fibria Celulose SA (FBR)Sagil Capital LLP sold out a holding in Fibria Celulose SA. The sale prices were between $17.01 and $17.39, with an estimated average price of $17.2.
Sold Out: Copa Holdings SA (CPA)Sagil Capital LLP sold out a holding in Copa Holdings SA. The sale prices were between $78.21 and $99.43, with an estimated average price of $87.92.
Sold Out: LATAM Airlines Group SA (LTM)Sagil Capital LLP sold out a holding in LATAM Airlines Group SA. The sale prices were between $10.29 and $12.25, with an estimated average price of $11.48.
Sold Out: iShares Inc MSCI Mexico (EWW)Sagil Capital LLP sold out a holding in iShares Inc MSCI Mexico. The sale prices were between $41.77 and $45.58, with an estimated average price of $43.91.
Sold Out: Arco Platform Ltd (ARCE)Sagil Capital LLP sold out a holding in Arco Platform Ltd. The sale prices were between $21.29 and $32.29, with an estimated average price of $25.37.
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