Polunin Capital Partners as of Sept. 30, 2018
Portfolio Holdings for Polunin Capital Partners
Polunin Capital Partners holds 10 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Yandex Nv-a (YNDX) | 23.9 | $48M | 1.5M | 32.89 | |
First Solar (FSLR) | 21.4 | $43M | 893k | 48.42 | |
Compania de Minas Buenaventura SA (BVN) | 18.9 | $38M | 2.8M | 13.41 | |
Embraer S A (ERJ) | 16.4 | $33M | 1.7M | 19.59 | |
Jd (JD) | 11.4 | $23M | 882k | 26.09 | |
Companhia Energetica Minas Gerais (CIG) | 3.5 | $7.1M | 4.1M | 1.71 | |
Ssr Mining (SSRM) | 2.5 | $5.0M | 569k | 8.71 | |
Qiwi (QIWI) | 1.5 | $2.9M | 224k | 13.17 | |
Gafisa S A un | 0.4 | $825k | 151k | 5.45 | |
Luxoft Holding Inc cmn | 0.1 | $166k | 3.5k | 47.43 |