Sagil Capital LLP 13F holdings
Sagil Capital LLP reported 19 positions with a total reported value of $204.7M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: VIST VISTA ENERGY S.A.B. DE C.V. (18.9%), GGAL GRUPO FINANCIERO GALICIA S.A (16.1%), ZIM ZIM INTEGRATED SHIPPING SERV (8.3%), NEXA RES S A (8.2%), XP XP INC (7.9%). Against 2026-03-31 it opened 8 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
19 largest of 19 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| VIST VISTA ENERGY S.A.B. DE C.V. | 606,919 | $38.7M | 18.9% |
| GGAL GRUPO FINANCIERO GALICIA S.A | 658,626 | $33.0M | 16.1% |
| ZIM ZIM INTEGRATED SHIPPING SERV | 655,171 | $17.0M | 8.3% |
| NEXA RES S A | 1,366,754 | $16.7M | 8.2% |
| XP XP INC | 1,000,000 | $16.3M | 7.9% |
| BARRICK MNG CORP | 400,000 | $14.7M | 7.2% |
| PICS NV | 1,300,000 | $13.8M | 6.8% |
| BBAR BANCO BBVA ARGENTINA S A | 500,985 | $9.8M | 4.8% |
| TX TERNIUM SA | 204,756 | $8.7M | 4.3% |
| AZUL S A | 843,494 | $7.6M | 3.7% |
| DHT DHT HOLDINGS INC | 453,888 | $7.5M | 3.7% |
| GLOB GLOBANT S A | 205,700 | $6.0M | 2.9% |
| ARIS ARIS MINING CORPORATION | 311,800 | $4.6M | 2.3% |
| ISHARES TR | 36,200 | $3.9M | 1.9% |
| CPAC CEMENTOS PACASMAYO S A A | 157,531 | $1.9M | 0.9% |
| DLO DLOCAL LTD | 119,167 | $1.5M | 0.8% |
| LAR LITHIUM ARGENTINA AG | 1,274,000 | $1.2M | 0.6% |
| EC ECOPETROL S A | 74,889 | $1.1M | 0.5% |
| USAS AMERICAS GOLD AND SILVER COR | 118,933 | $561.4K | 0.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 8 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| XP XP INC | 1,000,000 | $16.3M | 7.9% |
| TX TERNIUM SA | 204,756 | $8.7M | 4.3% |
| AZUL S A | 843,494 | $7.6M | 3.7% |
| DHT DHT HOLDINGS INC | 453,888 | $7.5M | 3.7% |
| DLO DLOCAL LTD | 119,167 | $1.5M | 0.8% |
| LAR LITHIUM ARGENTINA AG | 1,274,000 | $1.2M | 0.6% |
| EC ECOPETROL S A | 74,889 | $1.1M | 0.5% |
| USAS AMERICAS GOLD AND SILVER COR | 118,933 | $561.4K | 0.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VIST VISTA ENERGY S.A.B. DE C.V. | 250,000 | 606,919 | +142.8% | $38.7M |
| GGAL GRUPO FINANCIERO GALICIA S.A | 231,958 | 658,626 | +183.9% | $33.0M |
| ZIM ZIM INTEGRATED SHIPPING SERV | 271,475 | 655,171 | +141.3% | $17.0M |
| GLOB GLOBANT S A | 75,000 | 205,700 | +174.3% | $6.0M |
| NEXA RES S A | 1,337,794 | 1,366,754 | +2.2% | $16.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ARIS ARIS MINING CORPORATION | 450,000 | 311,800 | -30.7% | $4.6M |
| BBAR BANCO BBVA ARGENTINA S A | 600,000 | 500,985 | -16.5% | $9.8M |
| CPAC CEMENTOS PACASMAYO S A A | 268,197 | 157,531 | -41.3% | $1.9M |
CIK 1747744 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
