Polunin Capital Partners as of March 31, 2020
Portfolio Holdings for Polunin Capital Partners
Polunin Capital Partners holds 17 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jd (JD) | 20.5 | $51M | 1.3M | 40.50 | |
| Kinross Gold Corp (KGC) | 18.7 | $47M | 12M | 3.98 | |
| First Solar (FSLR) | 13.6 | $34M | 938k | 36.06 | |
| Pan American Silver Corp Can (PAAS) | 13.2 | $33M | 2.3M | 14.33 | |
| Iamgold Corp (IAG) | 10.4 | $26M | 11M | 2.28 | |
| Embraer S A (ERJ) | 5.3 | $13M | 1.8M | 7.40 | |
| Veon | 4.4 | $11M | 7.3M | 1.51 | |
| Mobile TeleSystems OJSC | 3.4 | $8.4M | 1.1M | 7.60 | |
| Companhia Energetica Minas Gerais (CIG) | 2.9 | $7.2M | 4.2M | 1.70 | |
| Harmony Gold Mining (HMY) | 1.8 | $4.5M | 2.1M | 2.18 | |
| iShares MSCI Brazil Index (EWZ) | 1.2 | $3.1M | 130k | 23.55 | |
| Magnachip Semiconductor Corp (MX) | 1.2 | $2.9M | 263k | 11.05 | |
| Dbx Etf Tr dbxtr har cs 300 (ASHR) | 1.0 | $2.6M | 100k | 25.89 | |
| Qiwi (QIWI) | 0.9 | $2.2M | 204k | 10.71 | |
| Ishares Trmsci India Etf (SMIN) | 0.7 | $1.9M | 80k | 23.11 | |
| Kranesh Bosera Msci China A cmn (KBA) | 0.4 | $1.0M | 35k | 29.47 | |
| iShares MSCI Turkey Index Fund (TUR) | 0.4 | $968k | 52k | 18.77 |
