Fund HoldingsVR Advisory Services Ltd

Total Portfolio Value
$263.33M
Total Bought
$27.74M
Total Sold
$60.47M
Net Transaction
-$32.74M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
IRSA INVERSIONES Y REP S A(IRS)02,157,854+2,157,854018,5587.05%+18,558
PAMPA ENERGIA S A(PAM)1,507,0891,507,089056,30574,63128.34%+18,326
TRANSPORTADORA DE GAS SUR(TGS)627,864627,86406,3929,4743.60%+3,083
AIR LEASE CORP
CL A
350,000375,000+25,00013,79415,7285.97%+1,934
WHOLE EARTH BRANDS INC186,684677,422+490,7386722,3100.88%+1,638
CRESUD S A C I F Y A412,049412,04902,7573,9061.48%+1,150
YANDEX N V(NBIS)379,023379,02304,7385,8272.21%+1,090
EMBRAER S.A.(EMBJ)262,496250,000-12,4963,6014,6131.75%+1,011
YPF SOCIEDAD ANONIMA(YPF)938,990713,990-225,00011,50312,2734.66%+771
CRESUD S A C I F Y A667,090667,09002933870.15%+94
BAKKT HOLDINGS INC
*W EXP 10/25/202
150,000150,000035500.02%+14
NIO INC(NIO)150,000150,00001,3561,3610.52%+5
AMERICAN ONCOLOGY NETWORK IN22,06522,0650450.00%+1
SOUNDHOUND AI INC(SOUN)25,00025,0000780.00%+1
LILIUM N V15,00015,0000220.00%+1
PROOF ACQUISITION CORP I200,000200,000022220.01%+1
EVE MOBILITY ACQUISITION COR125,000125,0000550.00%-0
NIOCORP DEVS LTD15,35615,3560880.00%-0
VIEW INC105,000105,0000100.00%-1
PATRIA LATIN AMRCN OPPRNTY A29,70029,7000210.00%-1
CF ACQUISITION CORP VII33,33333,3330210.00%-1
C5 ACQUISITION CORPORATION25,0000-25,00010-1
ALLIANCE ENTERTAINMENT HOLDI100,000100,0000210.00%-1
BATTERY FUTURE ACQUISITION C150,000150,000017150.01%-1
IX ACQUISITION CORP175,000175,0000540.00%-2
ALTENERGY ACQUISITION CORP50,00050,0000420.00%-2
ROSS ACQUISITION CORP II33,33333,3330420.00%-2
PAYSAFE LIMITED132,285132,2850630.00%-2
TWELVE SEAS INVESTMENT CO II190,848190,84801080.00%-2
MARTI TECHNOLOGIES INC122,5000-122,50020-2
HEALTHCARE AI ACQUISITION CO125,000125,0000630.00%-2
FTAC EMERALD ACQUISITION COR187,500187,500013110.00%-2
NOGIN INC150,0000-150,00030-3
ENPHYS ACQUISITION CORP186,700186,70001390.00%-4
BLACKSKY TECHNOLOGY INC(BKSY)130,600130,60001070.00%-4
COMPLETE SOLARIA INC37,50037,5000610.00%-5
TLGY ACQUISITION CORPORATION200,000200,0000930.00%-5
PAGAYA TECHNOLOGIES LTD(PGY)66,66666,666023150.01%-9
VELO3D INC100,000100,00002130.00%-18
SOUTHLAND HLDGS INC75,00075,000050310.01%-18
INFINITE ACQUISITION CORP559,8830-559,883220-22
PSQ HOLDINGS INC53,33353,333074440.02%-30
AVIS BUDGET GROUP69,40068,883-51712,47012,2104.64%-260
SPIRIT AIRLS INC52,7650-52,7658710-871
GEOPARK LTD280,460234,685-45,7752,8832,0110.76%-872
ALIBABA GROUP HLDG LTD(BABA)99,00099,00008,5877,6732.91%-914
SCULPTOR CAP MGMT79,2290-79,2299190-919
AZUL S A464,826292,300-172,5263,9932,8321.08%-1,160
LOMA NEGRA C I A S A MTN 14502,295188,794-313,5013,0291,3390.51%-1,690
AERCAP HOLDINGS NV(AER)150,000100,000-50,0009,4017,4322.82%-1,968
ACTIVISION BLIZZARD INC28,3000-28,3002,6500-2,650
DHT HOLDINGS INC(DHT)456,091200,000-256,0914,6981,9620.75%-2,736
PANGAEA LOGISTICS SOLUTION L
SHS
729,197170,765-558,4324,2881,4070.53%-2,881
CANNAE HLDGS INC1,110,000907,912-202,08820,69017,7136.73%-2,977
CYTEIR THERAPEUTICS INC1,072,9680-1,072,9683,0470-3,047
STAR BULK CARRIERS CORP.(SBLK)275,000100,000-175,0005,3022,1260.81%-3,176
INTERNATIONAL SEAWAYS INC(INSW)399,044322,026-77,01817,95714,6465.56%-3,311
SCORPIO TANKERS INC(STNG)235,000150,000-85,00012,7189,1203.46%-3,598
EURONAV NV(CMBT)300,0000-300,0004,9290-4,929
HERTZ GLOBAL HLDGS INC3,195,1123,227,240+32,12839,14033,53112.73%-5,609
PROPETRO HLDG CORP(PUMP)745,8500-745,8507,9280-7,928
IRSA INVERSIONES Y REP S A2,336,1710-2,336,17113,6900-13,690
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