Fund HoldingsABS Direct Equity Fund LLC

Total Portfolio Value
$84.05M
Total Bought
$26.00M
Total Sold
$9.63M
Net Transaction
+$16.37M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CEMEX SAB DE CV(CX)0492,700+492,70005,6616.74%+5,661
AMERICA MOVIL SAB DE CV(AMX)16,600273,800+257,2003495,6596.73%+5,311
PAR TECHNOLOGY CORP75,000130,000+55,0002,9694,7165.61%+1,748
TRANSPORTADORA DE GAS SUR(TGS)052,093+52,09301,6201.93%+1,620
LATAM AIRLINES GROUP SA(LTM)026,457+26,45701,4291.70%+1,429
LOMA NEGRA C I A S A MTN 140103,990+103,99001,3471.60%+1,347
MERCADOLIBRE INC(MELI)0510+51001,0271.22%+1,027
KASPI KZ JSC(KSPI)34,28348,685+14,4022,8003,8044.53%+1,004
PAMPA ENERGIA S A(PAM)23,35026,105+2,7551,4022,3112.75%+908
POWELL INDS INC(POWL)7,50010,000+2,5002,2863,1883.79%+902
PDD HOLDINGS INC(PDD)43,03357,530+14,4975,6886,5237.76%+836
CENTERSPACE(CSR)010,807+10,80707210.86%+721
D R HORTON INC(DHI)05,000+5,00007200.86%+720
GRIFFON CORP(GFF)40,00050,000+10,0003,0463,6834.38%+637
INVITATION HOMES INC(INVH)013,526+13,52603760.45%+376
COCA-COLA FEMSA SAB DE CV(KOF)18,90020,050+1,1501,5711,8992.26%+328
ROYAL GOLD INC(RGLD)01,069+1,06902380.28%+238
BANCO MACRO SA(BMA)30,55016,300-14,2501,2921,4701.75%+178
REIN THERAPEUTICS INC0125,000+125,00001450.17%+145
GRUPO AEROPORTUARIO DEL CENT(OMAB)12,90013,650+7501,3401,4851.77%+145
FLYWIRE CORPORATION(FLYW)325,000320,000-5,0004,4014,5315.39%+131
XPONENTIAL FITNESS INC175,000180,000+5,0001,3631,4811.76%+118
ACTUATE THERAPEUTICS INC06,597+6,5970400.05%+40
VESTA REAL ESTATE CORP(VTMX)40,80036,800-4,0001,1541,1221.33%-32
D MARKET ELECTR SVCS & TRADI(HEPS)185,300185,30004984600.55%-39
PHINIA INC(PHIN)50,00045,000-5,0002,8742,8213.36%-53
LEGEND BIOTECH CORP(LEGN)33,10047,200+14,1001,0791,0261.22%-53
AVANTOR INC(AVTR)100,000100,00001,2481,1461.36%-102
EURONET WORLDWIDE INC(EEFT)40,00042,520+2,5203,5123,2363.85%-276
LATHAM GROUP INC50,0000-50,0003810-380
ALTA EQUIPMENT GROUP INC175,000185,000+10,0001,2678511.01%-416
FULL TRUCK ALLIANCE CO LTD(YMM)272,619272,61903,5362,9253.48%-611
FIVE9 INC(FIVN)150,000150,00003,6303,0083.58%-622
LEGACY HOUSING CORP25,0000-25,0006880-688
GRUPO AEROPUERTO DEL PACIFIC(PAC)14,38010,260-4,1203,4112,7053.22%-706
POWERFLEET INC139,0000-139,0007280-728
GRUPO FINANCIERO GALICIA S.A(GGAL)47,0300-47,0301,2960-1,296
GRUPO AEROPORTUARIO DEL SURE11,1406,770-4,3703,6022,1892.60%-1,412
UNITED PARKS & RESORTS INC(PRKS)70,00050,000-20,0003,6191,8152.16%-1,804
FOMENTO ECONOMICO MEXICANO S(FMX)90,25066,060-24,1908,9016,6777.94%-2,225
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