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Portfolio (Quarterly) Guide ↗

Sagil Capital LLP

· CIK 0001747744
13F Portfolio $263M AUM 20 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 4 Added 2 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NEXA NEXA RES S A Basic Materials 1,337,794.0 $14.2M 5.39% +21K +1.6% $10.59 +36.2%
2 TEO TELECOM ARGENTINA SA Communication Services 1,156,409.0 $13.5M 5.14% +499K +76.0% $11.69 +5.3%
3 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 271,475.0 $7.2M 2.72% +201K +287.8% $26.35 -4.3%
4 CPAC CEMENTOS PACASMAYO S A A Basic Materials 268,197.0 $2.7M 1.02% +58K +27.9% $10.00 +7.1%

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
Basic Materials 38.1%
Financial Services 22.6%
Energy 14.7%
Communication Services 10.5%
Consumer Defensive 5.9%
Industrials 5.6%
Technology 2.7%