Polunin Capital Partners as of Dec. 31, 2019
Portfolio Holdings for Polunin Capital Partners
Polunin Capital Partners holds 16 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kinross Gold Corp (KGC) | 15.1 | $55M | 12M | 4.74 | |
| Pan American Silver Corp Can (PAAS) | 14.8 | $54M | 2.3M | 23.69 | |
| First Solar (FSLR) | 14.3 | $52M | 929k | 55.96 | |
| Compania de Minas Buenaventura SA (BVN) | 12.2 | $44M | 2.9M | 15.10 | |
| Embraer S A (ERJ) | 9.4 | $34M | 1.8M | 19.49 | |
| Jd (JD) | 8.6 | $31M | 885k | 35.23 | |
| Qudian (QD) | 6.4 | $23M | 5.0M | 4.71 | |
| Veon | 5.0 | $18M | 7.2M | 2.53 | |
| Companhia Energetica Minas Gerais (CIG) | 3.9 | $14M | 4.2M | 3.41 | |
| Mobile TeleSystems OJSC | 3.1 | $11M | 1.1M | 10.15 | |
| Harmony Gold Mining (HMY) | 2.1 | $7.5M | 2.1M | 3.63 | |
| Iamgold Corp (IAG) | 2.0 | $7.1M | 1.9M | 3.73 | |
| Ishares Inc msci india index (INDA) | 1.4 | $4.9M | 141k | 35.15 | |
| Qiwi (QIWI) | 1.1 | $4.0M | 204k | 19.36 | |
| Ishares Trmsci India Etf (SMIN) | 0.8 | $2.9M | 80k | 35.94 | |
| Magnachip Semiconductor Corp (MX) | 0.0 | $72k | 6.2k | 11.58 |
