Polunin Capital Partners as of Dec. 31, 2017
Portfolio Holdings for Polunin Capital Partners
Polunin Capital Partners holds 12 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Solar (FSLR) | 21.0 | $58M | 870k | 67.17 | |
| Yandex Nv-a (YNDX) | 19.6 | $54M | 1.4M | 38.73 | |
| Jd (JD) | 16.1 | $45M | 908k | 49.23 | |
| Fibria Celulose | 14.2 | $40M | 2.3M | 17.20 | |
| Compania de Minas Buenaventura SA (BVN) | 10.9 | $30M | 2.0M | 15.43 | |
| Embraer S A (ERJ) | 8.8 | $25M | 974k | 25.25 | |
| Companhia Energetica Minas Gerais (CIG) | 3.4 | $9.3M | 4.0M | 2.33 | |
| Transportadora de Gas del Sur SA (TGS) | 3.0 | $8.2M | 360k | 22.90 | |
| Qiwi (QIWI) | 1.3 | $3.7M | 224k | 16.69 | |
| IRSA Inversiones Representaciones | 1.0 | $2.8M | 98k | 28.72 | |
| Gafisa S A un | 0.6 | $1.7M | 151k | 10.92 | |
| Luxoft Holding Inc cmn | 0.1 | $201k | 3.5k | 57.43 |
