本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Consilium Investment Management, LLC (CIK 1611391) reported $21.0M across 6 reported positions in its SEC 13F filing for 2019-09-30. Largest positions: IRCP ($8.0M, 38.34%), CRESY ($5.8M, 27.50%), PAM ($2.4M, 11.60%), ARCO ($2.3M, 10.75%), CPAC ($1.5M, 7.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IRCP | IRSA PROPIEDADES COMERCIALES | $8.0M | 38.34% | 618,615 | Added |
| 2 | CRESY | CRESUD S A C I F Y A | $5.8M | 27.50% | 976,102 | Hold |
| 3 | PAM | PAMPA ENERGIA S A | $2.4M | 11.60% | 140,180 | Trimmed |
| 4 | ARCO | ARCOS DORADOS HOLDINGS INC | $2.3M | 10.75% | 335,551 | Added |
| 5 | CPAC | CEMENTOS PACASMAYO S A A | $1.5M | 7.16% | 169,576 | Trimmed |
| 6 | AENZ | GRANA Y MONTERO S A A | $976,000 | 4.65% | 406,579 | Hold |
| 7 | BMA | BANCO MACRO SA | $0 | 0.00% | 0 | Exited |
| 8 | YPF | YPF SOCIEDAD ANONIMA | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2019-09-30