Dumac

Dumac as of June 30, 2022

Portfolio Holdings for Dumac

Dumac holds 17 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rigel Resource Acq Corp Unit 99/99/9999 (RRAC.U) 35.9 $10M 1.0M 10.03
Overseas Shipholding Group I Cl A New (OSG) 26.9 $7.5M 3.7M 2.05
Oscar Health Cl A (OSCR) 12.6 $3.5M 825k 4.25
Despegar Com Corp Ord Shs (DESP) 6.3 $1.8M 218k 8.10
Ihs Holding Ord Shs (IHS) 4.0 $1.1M 106k 10.44
Alibaba Group Hldg Sponsored Ads (BABA) 3.1 $877k 7.7k 113.65
Crowdstrike Hldgs Cl A (CRWD) 1.9 $522k 3.1k 168.66
Arcos Dorados Holdings Shs Class -a - (ARCO) 1.5 $410k 61k 6.74
Planet Labs Pbc Com Cl A (PL) 1.4 $399k 92k 4.33
Zto Express Cayman Sponsored Ads A (ZTO) 1.2 $348k 13k 27.44
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 1.0 $288k 3.5k 83.45
Transmedics Group (TMDX) 1.0 $275k 8.8k 31.42
Huazhu Group Sponsored Ads (HTHT) 0.9 $265k 7.0k 38.04
Yum China Holdings (YUMC) 0.8 $236k 4.9k 48.49
Vipshop Holdings Sponsored Ads A (VIPS) 0.6 $180k 18k 9.89
Cosan S A Ads (CSAN) 0.6 $180k 13k 13.91
Mogu Spon Ads (MOGU) 0.1 $29k 13k 2.22