StockDriftsStockDriftsTop 17 Sagil Capital LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIST | VISTA ENERGY S.A.B. DE C.V. | 18.92% | 606.9K | $38.7M | +142.77%(+356.92K) | $66.83(+2.21%) | 2026-06-30 | |
| GGAL | GRUPO FINANCIERO GALICIA S.A | 16.1% | 658.6K | $33.0M | +183.94%(+426.67K) | $48.28(-10.17%) | 2026-06-30 | |
| ZIM | ZIM INTEGRATED SHIPPING SERV | 8.32% | 655.2K | $17.0M | +141.34%(+383.70K) | $24.37(+15.49%) | 2026-06-30 | |
| NEXA | NEXA RES S A | 8.17% | 1.37M | $16.7M | +2.16%(+28.96K) | $7.05(+102.09%) | 2026-06-30 | |
| XP | XP INC | 7.94% | 1.00M | $16.3M | new | $16.99(-6.91%) | 2026-06-30 | |
| B | BARRICK MNG CORP | 7.18% | 400.0K | $14.7M | +0.00%(+0) | $19.98(+108.21%) | 2026-06-30 | |
| PICS | PICS NV | 6.75% | 1.30M | $13.8M | +0.00%(+0) | $10.45(+9.28%) | 2026-06-30 | |
| BBAR | BANCO BBVA ARGENTINA S A | 4.8% | 501.0K | $9.8M | -16.50%(-99.02K) | $13.69(+12.04%) | 2026-06-30 | |
| TX | TERNIUM SA | 4.27% | 204.8K | $8.7M | new | $40.59(+32.57%) | 2026-06-30 | |
| DHT | DHT HOLDINGS INC | 3.67% | 453.9K | $7.5M | new | $17.23(+7.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +30.90% | +124.27% | +15.74% | +107.70% |
| Top 20 Holdings Unweighted | +27.26% | +106.12% | +16.36% | +113.31% |
Sagil Capital LLP reports $280.04M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are VIST (18.9%), GGAL (16.1%) and ZIM (8.3%). The top 20 holdings account for 95.7% of reported assets. Its disclosed equity book has returned +124.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sagil Capital LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1747744). View Sagil Capital LLP’s 13F filings on SEC