North of South Capital LLP
Portfolio
Holdings
Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
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ATHM.NYSE | Autohome Inc | USA | Communication Services | Internet Content & Information | 2024-06-30 | 0.502 | 4.319 | 607.6k | $18m | $17m |
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KOF.NYSE | Coca-Cola Femsa SAB de CV ADR | USA | Consumer Defensive | Beverages - Non-Alcoholic | 2024-09-30 | 0.097 | 4.514 | 203k | $7.2m | $16.8m |
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VLRS.NYSE | Volaris | USA | Industrials | Airlines | 2024-06-30 | 3.617 | 6.852 | 4.1m | $10.3m | $31.4m |
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YPF.NYSE | YPF Sociedad Anonima | USA | Energy | Oil & Gas Integrated | 2024-06-30 | 0.201 | 4.114 | 789.5k | $21.2m | $23.1m |
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