Cape Ann Asset Management Ltd — 13F holdings

Cape Ann Asset Management Ltd reported 12 holdings worth $434M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. KGC KINROSS GOLD CORP — $82.9M (19.1%)
  2. VIST VISTA ENERGY S.A.B. DE C.V. — $62.5M (14.4%)
  3. ERO ERO COPPER CORP — $54.9M (12.6%)
  4. TX TERNIUM SA — $42.5M (9.8%)
  5. BMA Banco Macro SA — $40.7M (9.4%)
  6. BAP CREDICORP LTD — $40.2M (9.2%)
  7. TME TENCENT MUSIC ENTMT GROUP — $37.0M (8.5%)
  8. EGO ELDORADO GOLD CORP NEW — $29.0M (6.7%)
  9. CPA COPA HOLDINGS SA — $22.3M (5.1%)
  10. KSPI KASPI KZ JSC — $14.2M (3.3%)