Fundamenta Capital S.A.

CIK 2088289 · View on SEC EDGAR ↗

Portfolio value
$172.4M
#6,949 of 9,443 by 13F value · top 73.6%
Positions
14
As of
June 30, 2026

Portfolio value QoQ: +69.3% 13F does not disclose cash

Top 10 holdings weight
87.94%
Top 25 holdings weight
100.00%
Positions above 1%
14
Effective number of positions
10.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 14.73% Est. buys $95,100,980 · sells $20,206,276

New positions
8
Increased
2
Decreased
3
Closed
2
On this page

Performance vs S&P 500

Tracked Q4 2025–Q2 2026
-7.4%
S&P 500 total return (same window)
+8.7%
Excess return
-16.1%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Financials
33.2%
Utilities
25.2%
Energy
17.2%
Consumer Staples
7.8%
Industrials
5.8%
Telecommunication
5.3%
Consumer Discretionary
3.6%
Materials
1.9%

Full portfolio 14 positions

Type Streak 8Q trend
BAP Credicorp Ltd. Common Stock $27,270,600 15.82% 70,000 $10,820,370 Up ×1
ENIC Enel Chile S.A. American Depositary Shares (Each representing 50 shares of Common Stock) $21,939,134 12.72% 4,875,363 Up ×1
PAM Pampa Energia S.A. $18,027,371 10.46% 219,498 $-5,222,730 Down ×2
TGS Transportadora de Gas del Sur SA TGS Common Stock $16,403,319 9.51% 551,743 $-3,324,831 Down ×2
CCU Compania Cervecerias Unidas, S.A. Common Stock $13,378,714 7.76% 1,194,528 Up ×1
VIST Vista Energy S.A.B. de C.V. American Depositary Shares, each representing one series A share, with no par value $13,334,200 7.73% 209,000 $-2,439,030
BSAC Banco Santander - Chile ADS $13,131,760 7.62% 398,778 Up ×1
EMBJ Embraer S.A. Common Stock $9,960,839 5.78% 156,126 $5,807,039 Up ×1
GGAL Grupo Financiero Galicia S.A. - American Depositary Shares, Class B Shares underlying $9,118,468 5.29% 182,260 Up ×1
TEO Telecom Argentina SA $9,072,297 5.26% 697,869 Up ×1
BCH Banco De Chile ADS $7,782,066 4.51% 195,726 Up ×1
ARCO Arcos Dorados Holdings Inc. Class A Shares $6,201,485 3.60% 769,415 $-1,538,987 Down ×1
AXIA AXIA Energia American Depositary Shares (Each representing one Common Share) $3,520,356 2.04% 333,367 Up ×1
SQM Sociedad Quimica y Minera S.A. Common Stock $3,287,376 1.91% 44,400 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
ENIC $21,939,134 4,875,363 12.72%
CCU $13,378,714 1,194,528 7.76%
BSAC $13,131,760 398,778 7.62%
GGAL $9,118,468 182,260 5.29%
TEO $9,072,297 697,869 5.26%
BCH $7,782,066 195,726 4.51%
AXIA $3,520,356 333,367 2.04%
SQM $3,287,376 44,400 1.91%

Top movers (QoQ)

Security Action Shares Δ Value Δ
BAP Bought more +22K +$10.8M
EMBJ Bought more +86K +$5.8M
PAM Trimmed -43K -$5.2M
TGS Trimmed -18K -$3.3M
VIST Price move only +0 -$2.4M
ARCO Trimmed -169K -$1.5M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
BMA March 31, 2026 190,000 $17,130,400 -3.2%
LTM March 31, 2026 277,491 $14,987,289 3.0%
LOMA June 30, 2026 956,586 $10,608,539 -16.9%
BVN June 30, 2026 115,000 $4,144,600 14.6%