Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Fundamenta Capital S.A. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Fundamenta Capital S.A. (CIK 2088289) reported $172.4M across 14 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BAP ($27.3M, 15.82%), ENIC ($21.9M, 12.72%), PAM ($18.0M, 10.46%), TGS ($16.4M, 9.51%), CCU ($13.4M, 7.76%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BAPCREDICORP LTD$27.3M15.82%70,000Added
2ENICENEL CHILE SA$21.9M12.72%4.9MNew
3PAMPAMPA ENERGIA SA$18.0M10.46%219,498Trimmed
4TGSTRANSPORTADORA DE GAS DEL SU$16.4M9.51%551,743Trimmed
5CCUCOMPANIA CERVECERIAS UNIDAS$13.4M7.76%1.2MNew
6VISTVISTA ENERGY S.A.B. DE C.V.$13.3M7.73%209,000Hold
7BSACBANCO SANTANDER CHILE NEW$13.1M7.62%398,778New
8ERJEMBRAER S.A.$10.0M5.78%156,126Added
9GGALGRUPO FINANCIERO GALICIA S.A$9.1M5.29%182,260New
10TEOTELECOM ARGENTINA SA$9.1M5.26%697,869New
11BCHBANCO DE CHILE$7.8M4.51%195,726New
12ARCOARCOS DORADOS HLDGS INC$6.2M3.60%769,415Trimmed
13EBRAXIA ENERGIA SA$3.5M2.04%333,367New
14SQMSOCIEDAD QUIMICA Y MINERA DE$3.3M1.91%44,400New
15CXCEMEX SA EURO MTN BE 144A$00.00%0Exited
16BVNCOMPANIA DE MINAS BUENAVENTU$00.00%0Exited
17VLRSCONTROLADORA VUELA COMP DE A$00.00%0Exited
18FMXFOMENTO ECONOMICO MEXICANO S$00.00%0Exited
19LOMALOMA NEGRA C I A S A MTN 14$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30