Dumac

Latest statistics and disclosures from Dumac's latest quarterly 13F-HR filing:

Companies in the Dumac portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Pdc Energy 48.26 930043 49.03
Jbg Smith Properties 11.72 323856 NEW 34.21
Altaba 7.71 110000 66.24
Monsanto Company (MON) 3.61 28500 119.82
Alere (ALR) 2.70 50000 51.00
Huntsman Corporation (HUN) 2.50 86000 27.42
Xcerra 2.08 200000 9.85
IRSA Inversiones Representaciones (IRS) 1.68 64709 +13% 24.56
Moneygram International 1.53 90000 +664% 16.11
Terraform Global 1.51 300000 4.75
Tribune Co New Cl A 1.30 30000 40.87
Jumei Intl Hldg Ltd Sponsored 1.28 416950 -23% 2.90
Brocade Communications Systems (BRCD) 1.26 100000 NEW 11.95
Calpine Corporation (CPN) 1.25 80000 NEW 14.75
REPCOM cla 1.03 11200 -82% 86.79
Zhaopin 0.90 46875 -25% 18.20
NxStage Medical (NXTM) 0.88 30300 NEW 27.59
Lattice Semiconductor (LSCC) 0.83 150000 5.21
Hollysys Automation Technolo shs 0.76 33156 -39% 21.63
* Fang Hldgs Ltd Adr stock 0.72 168000 -17% 4.05
21vianet Group Inc Adr adr 0.70 116999 -25% 5.69
Depository Vipshop Holdings Ltd - Ads receipt 0.59 63000 8.79
Genworth Financial (GNW) 0.51 125000 3.85
Alibaba Group Holding Ltd Spon 0.37 2051 172.60
Fomento Economico Mexicano SAB (FMX) 0.36 3520 +5% 95.45
Jd 0.33 8202 -26% 38.16
Home BancShares (HOMB) 0.32 11815 NEW 25.22
Telecom Argentina S.A. (TEO) 0.31 9592 30.86
Bancolombia S.A. (CIB) 0.31 6369 +512% 45.85
Banco Macro SA (BMA) 0.30 2404 117.30
China Lodging (HTHT) 0.28 2193 -38% 119.02
Credicorp Ltd Com 0.27 1245 +51% 204.82
New Oriental Education & Tech (EDU) 0.24 2582 -37% 88.30
Autohome Inc- 0.21 3233 -52% 60.01
SK Tele (SKM) 0.20 7600 24.61
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) 0.20 2400 77.08
Sociedad Quimica y Minera (SQM) 0.18 3082 -40% 55.81
Southern Copper Corporation (SCCO) 0.17 3942 39.83
Cosan Ltd shs a 0.17 19269 +16% 8.15
Ctrip.com International (CTRP) 0.15 2700 -88% 52.59
Copa Holdings Sa-class A 0.14 1060 124.53
Qiwi 0.10 5445 16.90
MercadoLibre (MELI) 0.05 180 -46% 261.11
PriceSmart (PSMT) 0.05 490 +39% 89.80

Past 13F-HR SEC Filings by Dumac

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