Rwc Asset Advisors (Us) LLC Portfolio Holdings by Sector
Rwc Asset Advisors (Us) LLC
- $414 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
BABA MELI CPNG 3 stocks |
$122,113
29.53% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Gold | Basic Materials
GFI 1 stocks |
$77,646
18.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
LI 1 stocks |
$66,417
16.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
PBR YPF 2 stocks |
$62,617
15.14% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
ERJ 1 stocks |
$24,225
5.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Copper | Basic Materials
SCCO 1 stocks |
$23,502
5.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SQM 1 stocks |
$20,470
4.95% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
GGAL BSAC 2 stocks |
$9,408
2.28% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
KOS 1 stocks |
$3,879
0.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Airports & Air Services | Industrials
CAAP 1 stocks |
$1,667
0.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
LOMA 1 stocks |
$1,583
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|