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CIK 0002055400 • 7 13F filings • May 13, 2025 – Oct 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $15.3M | 9.2% | 99,000 SH | |
| AMBEV SA | SPONSORED ADR | $7.7M | 4.6% | 3,314,000 SH | |
| GRAVITY CO LTD | SPONSORED ADS NE | $5.4M | 3.2% | 89,744 SH | |
| KB FINL GROUP INC | SPONSORED ADR | $12.7M | 7.6% | 235,549 SH | |
| MATTEL INC | COM | $17.3M | 10.3% | 890,000 SH | |
| MOLSON COORS BEVERAGE CO | CL B | $12.8M | 7.7% | 210,341 SH | |
| MOSAIC CO NEW | COM | $9.2M | 5.5% | 340,000 SH | |
| PEABODY ENERGY CORP | COM | $5.3M | 3.2% | 393,873 SH | |
| PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | $19.2M | 11.5% | 1,474,000 SH | |
| SALLY BEAUTY HLDGS INC | COM | $12.8M | 7.7% | 1,420,000 SH | |
| SHINHAN FINANCIAL GROUP CO L | SPN ADR RESTRD | $15.7M | 9.4% | 489,000 SH | |
| SKECHERS U S A INC | CL A | $10.1M | 6.0% | 178,000 SH | |
| TRAVEL PLUS LEISURE CO | COM | $11.8M | 7.1% | 255,000 SH | |
| TYSON FOODS INC | CL A | $3.2M | 1.9% | 50,000 SH | |
| UNIVERSAL HLTH SVCS INC | CL B | $8.6M | 5.2% | 46,000 SH |
| 13F-HR |
| 0002055400-25-000005 |
| $369.2M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0002055400-26-000004 | $903.0M | View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0002055400-25-000003 | $250.8M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0002055400-26-000003 | $757.0M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0002055400-25-000002 | $167.3M | View |