Polunin Capital Partners as of Sept. 30, 2020
Portfolio Holdings for Polunin Capital Partners
Polunin Capital Partners holds 16 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jd.com Spon Adr Cl A (JD) | 23.9 | $91M | 1.2M | 77.61 | |
| Freeport-mcmoran CL B (FCX) | 20.4 | $78M | 5.0M | 15.64 | |
| First Solar (FSLR) | 15.2 | $58M | 877k | 66.20 | |
| Iamgold Corp (IAG) | 10.9 | $41M | 11M | 3.83 | |
| Kinross Gold Corp (KGC) | 9.7 | $37M | 4.2M | 8.82 | |
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 7.1 | $27M | 2.2M | 12.22 | |
| Harmony Gold Mining Sponsored Adr (HMY) | 2.7 | $10M | 2.0M | 5.27 | |
| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 2.3 | $8.9M | 257k | 34.48 | |
| Embraer Sponsored Ads (ERJ) | 1.9 | $7.3M | 1.7M | 4.41 | |
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 1.9 | $7.3M | 3.9M | 1.85 | |
| Magnachip Semiconductor Corp (MX) | 0.9 | $3.5M | 258k | 13.70 | |
| Himax Technologies Sponsored Adr (HIMX) | 0.8 | $3.1M | 862k | 3.56 | |
| Great Panther Silver | 0.7 | $2.5M | 2.9M | 0.89 | |
| Ishares Tr Msci India Sm Cp (SMIN) | 0.6 | $2.4M | 66k | 35.82 | |
| Mobile Telesystems Pjsc Sponsored Adr | 0.5 | $1.8M | 203k | 8.73 | |
| Kraneshares Tr Bosera Msci Ch (KBA) | 0.4 | $1.4M | 35k | 39.46 |
