Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Barrick Mining Corporation(B) | 2,000,000 | 1,900,000 | -100,000 | $41.64M | $62.26M | 45.98% | +$20.62M |
| Interactive Brokers Group, Inc.CL A(IBKR) | 0 | 500,000 | +500,000 | $0 | $34.41M | 25.41% | +$34.41M |
| UBS Group AGSHS(UBS) | 625,000 | 625,000 | 0 | $20.94M | $25.51M | 18.84% | +$4.57M |
| Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y AgropecuariaADR(CRESY) | 280,063 | 366,652 | +86,589 | $3.01M | $3.37M | 2.49% | +$359.7K |
| Loma Negra C I A S A Mtn 14ADS | 217,699 | 382,944 | +165,245 | $2.39M | $2.82M | 2.08% | +$434.1K |
| Valaris LimitedCL A(VAL) | 40,000 | 40,000 | 0 | $1.68M | $1.95M | 1.44% | +$266.4K |
| IRSA Inversiones y Representaciones Sociedad AnónimaSPON GDS ECH 10(IRS) | 110,000 | 110,000 | 0 | $1.53M | $1.30M | 0.96% | -$229.9K |
| YPF Sociedad AnónimaCL D(YPF) | 45,000 | 45,000 | 0 | $1.48M | $1.09M | 0.81% | -$382.2K |
| BioNTech SEADS(BNTX) | 10,000 | 10,000 | 0 | $1.06M | $986.2K | 0.73% | -$78.5K |
| Berkshire Hathaway Inc DelCL B | 1 | 1 | 0 | $728.8K | $754.2K | 0.56% | +$25.4K |
| Grupo Financiero Galicia S.A.ADR(GGAL) | 15,167 | 25,000 | +9,833 | $764.3K | $689.0K | 0.51% | -$75.3K |
| Banco Bbva Argentina S AADS | 30,000 | 30,000 | 0 | $493.8K | $249.6K | 0.18% | -$244.2K |
| Amazon.com, Inc.(AMZN) | 30,484 | 0 | -30,484 | $6.69M | $0 | — | -$6.69M |
| Newmont Corporation(NEM) | 101,000 | 0 | -101,000 | $5.88M | $0 | — | -$5.88M |