Polunin Capital Partners as of Sept. 30, 2019
Portfolio Holdings for Polunin Capital Partners
Polunin Capital Partners holds 16 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Solar (FSLR) | 13.7 | $54M | 925k | 58.01 | |
| Yandex Nv-a (YNDX) | 13.6 | $54M | 1.5M | 35.01 | |
| Kinross Gold Corp (KGC) | 13.5 | $53M | 12M | 4.60 | |
| Compania de Minas Buenaventura SA (BVN) | 11.3 | $44M | 2.9M | 15.18 | |
| Pan American Silver Corp Can (PAAS) | 9.0 | $35M | 2.3M | 15.68 | |
| Qudian (QD) | 8.6 | $34M | 4.9M | 6.89 | |
| Embraer S A (ERJ) | 7.7 | $30M | 1.8M | 17.25 | |
| Jd (JD) | 6.4 | $25M | 889k | 28.21 | |
| Veon | 4.3 | $17M | 7.1M | 2.40 | |
| Companhia Energetica Minas Gerais (CIG) | 3.6 | $14M | 4.2M | 3.39 | |
| Ssr Mining (SSRM) | 2.0 | $7.9M | 543k | 14.52 | |
| Iamgold Corp (IAG) | 1.7 | $6.5M | 1.9M | 3.41 | |
| Harmony Gold Mining (HMY) | 1.5 | $5.9M | 2.1M | 2.84 | |
| Ishares Inc msci india index (INDA) | 1.2 | $4.7M | 141k | 33.57 | |
| Qiwi (QIWI) | 1.1 | $4.5M | 204k | 21.95 | |
| Ishares Trmsci India Etf (SMIN) | 0.7 | $2.8M | 80k | 35.15 |
