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Portfolio (Quarterly) Guide ↗

Gemsstock Ltd.

· CIK 0001724140
13F Portfolio $307M AUM 13 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 4 New 4 Added 4 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BMA BANCO MACRO S A Financial Services 237,969.0 $22.0M 7.17% NEW $92.59 -18.9%
2 PBR PETROLEO BRASILEIRO S A Energy 937,800.0 $15.2M 4.93% NEW $16.16 +28.7%
3 YPF YPF SOCIEDAD ANONIMA Energy 317,699.0 $14.4M 4.70% NEW $45.47 +20.9%
4 CAAP CORPORACION AMER ARPTS S A Industrials 308,364.0 $7.8M 2.52% NEW $25.18 -6.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 45.9%
Financial Services 28.2%
Basic Materials 13.8%
Consumer Cyclical 8.5%
Industrials 3.6%