Phoenician Capital LLC 13F Holdings · last filed Q4 2022
Phoenician Capital LLC reported 11 securities worth $116.60M in its SEC 13F filing for Q4 2022 (period ended 2022-12-31). Top holdings: EHMEF (26.94%), MADGF (12.73%), KNDGF (11.16%). Among its top 25 positions this quarter: 1 added, 2 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EHMEF | GOEASY LTD | $31.4M | 26.94% | 400,000 | Hold |
| 2 | MADGF | MADER GROUP LTD | $14.8M | 12.73% | 6.0M | Hold |
| 3 | KNDGF | KINDRED GROUP PLC | $13.0M | 11.16% | 1.2M | Hold |
| 4 | DNOPF | DINO POLSKA SA | $12.9M | 11.04% | 150,000 | Trimmed |
| 5 | LGIH | LGI HOMES INC | $12.0M | 10.32% | 130,000 | Hold |
| 6 | AIGRF | ASA INTERNATIONAL GROUP PLC | $11.2M | 9.64% | 10.0M | Hold |
| 7 | DRTGF | JET2 PLC | $4.6M | 3.97% | 400,000 | Hold |
| 8 | INTR | INTER & CO INC | $4.4M | 3.73% | 1.8M | Added |
| 9 | CHINA SUNSINE CHEMICAL HOLDINGS LTD | $3.4M | 2.93% | 10.8M | Hold | |
| 10 | AGNT | EXP WORLD HLDGS INC | $3.3M | 2.85% | 300,000 | Hold |
| 11 | GDDFF | GOODFOOD MARKET CORP | $3.2M | 2.78% | 9.8M | Hold |
| 12 | PPLI | IAC INC | $2.2M | 1.90% | 50,000 | Trimmed |
| 13 | VMEO | VIMEO INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR