Cape Ann Asset Management Ltd 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
CA
Cape Ann Asset Management Ltd
Institutional Filer 19.77%$440.3M11

Current Portfolio Holdings

Showing all 11 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1KGCKinross Gold CorporationBasic Materials3.8M$115.1M26.14%
2VISTVista Energy, S.A.B. de C.V.Energy932K$70.3M15.97%
3EROEro Copper Corp.Basic Materials1.9M$52.0M11.81%
4TXTernium S.A.Basic Materials1.1M$42.9M9.74%
5BAPCredicorp Ltd.Financial Services110K$37.4M8.50%
6BMABanco Macro S.A.Financial Services471K$36.4M8.27%
7EGOEldorado Gold CorporationBasic Materials759K$26.0M5.91%
8LAURLaureate Education, Inc.Consumer Defensive533K$18.6M4.22%
9CPACopa Holdings, S.A.Industrials153K$17.4M3.95%
10KSPIJoint Stock Company Kaspi.kzTechnology176K$13.0M2.95%
11PBRAPETROLEO BRASILEIRO SA PETRO595K$11.2M2.53%
Showing 1 to 11 of 11 holdings
Cape Ann Asset Management Ltd 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner