Gemsstock Ltd.: 13F holdings
CIK 17241402026Q2
| Positions | 13 |
|---|
| Reported value | $307.5m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 13 (-15 vs prior quarter) |
|---|
| Reported value | $307.5m (-67.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GDX VANECK ETF TRUST | 767,100 | $57.9m | 18.8% |
| VIST VISTA ENERGY S.A.B. DE C.V | 713,004 | $45.5m | 14.8% |
| KSPI KASPI KZ JSC | 394,491 | $34.2m | 11.1% |
| GPOR GULFPORT ENERGY CORP | 139,899 | $23.7m | 7.7% |
| BMA BANCO MACRO S A | 237,969 | $22.0m | 7.2% |
| NU HLDGS LTD | 1,481,697 | $19.8m | 6.4% |
| ITUB ITAU UNIBANCO HLDG S A | 2,316,513 | $18.9m | 6.2% |
| EQX EQUINOX GOLD CORP | 1,900,000 | $18.5m | 6.0% |
| MELI MERCADOLIBRE INC | 10,830 | $18.4m | 6.0% |
| PBR PETROLEO BRASILEIRO S A | 937,800 | $15.2m | 4.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1724140")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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