Polunin Capital Partners as of Dec. 31, 2020
Portfolio Holdings for Polunin Capital Partners
Polunin Capital Partners holds 14 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Solar (FSLR) | 34.2 | $88M | 887k | 98.92 | |
| Iamgold Corp (IAG) | 15.0 | $38M | 11M | 3.67 | |
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 12.8 | $33M | 11M | 2.88 | |
| Freeport-mcmoran CL B (FCX) | 10.9 | $28M | 1.1M | 26.02 | |
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 10.6 | $27M | 2.2M | 12.19 | |
| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 4.8 | $12M | 309k | 40.06 | |
| Embraer Sponsored Ads (ERJ) | 4.5 | $12M | 1.7M | 6.81 | |
| Himax Technologies Sponsored Adr (HIMX) | 2.5 | $6.5M | 883k | 7.39 | |
| Magnachip Semiconductor Corp (MX) | 1.4 | $3.5M | 258k | 13.52 | |
| Great Panther Silver | 1.0 | $2.4M | 2.9M | 0.85 | |
| Mobile Telesystems Pjsc Sponsored Adr | 0.8 | $2.0M | 224k | 8.95 | |
| Ishares Tr Msci India Sm Cp (SMIN) | 0.8 | $2.0M | 46k | 42.32 | |
| Kraneshares Tr Bosera Msci Ch (KBA) | 0.6 | $1.6M | 35k | 45.87 | |
| Dbx Etf Tr Xtrack Csi 500 A (ASHS) | 0.1 | $350k | 9.9k | 35.21 |
