Emerging Variant Capital Management LP
Portfolio
Holdings
Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGRO.NYSE | Adecoagro SA | USA | Consumer Defensive | Farm Products | 2024-09-30 | 0.86 | 6.161 | 941k | $13.4m | $9m |
| |||||||||||||
DESP.NYSE | Despegar.com Corp | USA | Consumer Cyclical | Travel Services | 2024-09-30 | 3.581 | 0.567 | 2.3m | -$2.2m | $45.4m |
| |||||||||||||
VLRS.NYSE | Volaris | USA | Industrials | Airlines | 2024-09-30 | 0.981 | 0.923 | 1.1m | $154.8k | $9.4m |
|
Trades
Comments
How you think about this?