Sagil Capital LLP 13F Holdings · Q2 2026
Sagil Capital LLP reported 19 securities worth $280.04M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VIST (13.83%), GGAL (11.77%), EEM (10.26%). Among its top 25 positions this quarter: 12 new, 5 added, 3 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIST | VISTA ENERGY S.A.B. DE C.V. | $38.7M | 13.83% | 606,919 | Added |
| 2 | GGAL | GRUPO FINANCIERO GALICIA S.A | $33.0M | 11.77% | 658,626 | Added |
| 3 | EEM | ISHARES TR | $28.7M | 10.26% | 420,000 | New |
| 4 | USO | UNITED STS OIL FD LP | $21.3M | 7.60% | 200,000 | New |
| 5 | ZIM | ZIM INTEGRATED SHIPPING SERV | $17.0M | 6.08% | 655,171 | Added |
| 6 | NEXA | NEXA RES S A | $16.7M | 5.97% | 1.4M | Added |
| 7 | XP | XP INC | $16.3M | 5.81% | 1.0M | New |
| 8 | B | BARRICK MNG CORP | $14.7M | 5.25% | 400,000 | Hold |
| 9 | PICS | PICS NV | $13.8M | 4.93% | 1.3M | Hold |
| 10 | PBR | PETROLEO BRASILEIRO S A | $12.1M | 4.33% | 750,000 | New |
| 11 | EWZ | ISHARES INC | $10.3M | 3.70% | 300,000 | New |
| 12 | BBAR | BANCO BBVA ARGENTINA S A | $9.8M | 3.51% | 500,985 | Trimmed |
| 13 | TX | TERNIUM SA | $8.7M | 3.12% | 204,756 | New |
| 14 | AZUL | AZUL S A | $7.6M | 2.71% | 843,494 | New |
| 15 | DHT | DHT HOLDINGS INC | $7.5M | 2.68% | 453,888 | New |
| 16 | GLOB | GLOBANT S A | $6.0M | 2.13% | 205,700 | Added |
| 17 | ARIS | ARIS MINING CORPORATION | $4.6M | 1.66% | 311,800 | Trimmed |
| 18 | LQD | ISHARES TR | $3.9M | 1.41% | 36,200 | Hold |
| 19 | EC | ECOPETROL S A | $3.9M | 1.40% | 274,889 | New |
| 20 | CPAC | CEMENTOS PACASMAYO S A A | $1.9M | 0.67% | 157,531 | Trimmed |
| 21 | DLO | DLOCAL LTD | $1.5M | 0.55% | 119,167 | New |
| 22 | LAR | LITHIUM ARGENTINA AG | $1.2M | 0.45% | 1.3M | New |
| 23 | USAS | AMERICAS GOLD AND SILVER COR | $561,364 | 0.20% | 118,933 | New |
| 24 | AGRO | ADECOAGRO S A | $0 | 0.00% | 0 | Exited |
| 25 | NTR | NUTRIEN LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR