Sagil Capital LLP Portfolio Holdings

Sagil Capital LLP

  • $312 Million
  • Q3 2025

Sagil Capital LLP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $312 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Petroleo Bras Ads (Ea Reptg 2 with a value of $23.6M, Tsakos Energy Navigation LTD with a value of $18.9M, I Shares Silver Trust with a value of $16.9M, Mosaic CO with a value of $13.1M, and Buenaventura Mining CO Inc with a value of $10.9M.

Examining the 13F form we can see an increase of $60.6M in the current position value, from $251M to 312M.

Sagil Capital LLP is based out at London, X0

Below you can find more details about Sagil Capital LLP portfolio as well as his latest detailed transactions.

Portfolio value $312 Million
ETFs: $217 Million
Energy: $39 Million
Basic Materials: $30.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$23.6 Million 7.58% of portfolio
1,800,000
Q3 2025 Added 59.7%
$715M
$18.9 Million 6.07% of portfolio
757,565
Q3 2025 New
$24.1B
$16.9 Million 5.44% of portfolio
400,000
Q3 2025 New
$8.99B
$13.1 Million 4.19% of portfolio
377,000
Q3 2025 New
$5.98B
$10.9 Million 3.49% of portfolio
447,516
Q3 2025 Reduced 67.31%
$2.69B
$10.8 Million 3.45% of portfolio
201,763
Q3 2025 Added 32.74%
$3.14B
$9.31 Million 2.99% of portfolio
598,570
Q3 2025 New
$5.91B
$4.86 Million 1.56% of portfolio
1,567,825
Q3 2025 Reduced 59.8%
$0
$4.04 Million 1.29% of portfolio
36,200
Q3 2025 New
$0
$1.79 Million 0.58% of portfolio
623,100
Q3 2025 New
$622M
$1.46 Million 0.47% of portfolio
209,734
Q4 2023 Added 203.52%
Brazil Potash Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
Teekay Tankers LTD
-
$0 0.0% of portfolio
-
Q3 2025 New
Barrick Mng Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
Aris Mng Corp
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $312 Million
  • Prior Value $251 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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