Polunin Capital Partners as of June 30, 2020
Portfolio Holdings for Polunin Capital Partners
Polunin Capital Partners holds 17 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kinross Gold Corp (KGC) | 18.0 | $75M | 10M | 7.22 | |
| Jd.com Spon Adr Cl A (JD) | 17.9 | $74M | 1.2M | 60.18 | |
| Pan American Silver Corp Can (PAAS) | 15.8 | $65M | 2.1M | 30.39 | |
| Freeport-mcmoran CL B (FCX) | 13.3 | $55M | 4.7M | 11.57 | |
| First Solar (FSLR) | 11.0 | $46M | 919k | 49.50 | |
| Iamgold Corp (IAG) | 10.6 | $44M | 11M | 3.95 | |
| Veon Sponsored Adr | 3.1 | $13M | 7.1M | 1.80 | |
| Embraer Sponsored Ads (ERJ) | 2.5 | $10M | 1.7M | 5.98 | |
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 2.0 | $8.5M | 4.1M | 2.05 | |
| Harmony Gold Mining Sponsored Adr (HMY) | 2.0 | $8.4M | 2.0M | 4.17 | |
| Qiwi Spon Adr Rep B (QIWI) | 0.9 | $3.5M | 204k | 17.32 | |
| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.7 | $3.0M | 100k | 29.71 | |
| Magnachip Semiconductor Corp (MX) | 0.7 | $2.7M | 263k | 10.30 | |
| Ishares Tr Msci India Sm Cp (SMIN) | 0.6 | $2.3M | 80k | 29.20 | |
| Mobile Telesystems Pjsc Sponsored Adr | 0.5 | $1.9M | 203k | 9.19 | |
| Kraneshares Tr Bosera Msci Ch (KBA) | 0.3 | $1.2M | 35k | 33.92 | |
| Ishares Msci Turkey Etf (TUR) | 0.2 | $646k | 28k | 23.19 |
