Emerging Variant Capital Management LP 13F Holdings

CIK 0001754001 · NEW YORK, NY

As of Dec 31, 2022, Emerging Variant Capital Management LP reported 9 positions worth $905.3K in its SEC Form 13F filing.

Top 9 holdings

SecurityTickerSectorSharesValue% of portfolio
MERCADOLIBRE INCMELIConsumer Cyclical3,700$846.2K93.47%
VALE SAVALEBasic Materials370,000 7.0K1.87%
EMBRAER SAEMBJIndustrials466,400 0.9K1.21%
CONTROLADORA VUELA COMPANIA DE AVIACION SAB DE CVVLRSIndustrials1,130,384$8.4K0.92%
GERDAU SAGGBBasic Materials1,426,000$5.5K0.61%
DESPEGARCOM CORPDESPIndustrials2,365,543$5.1K0.57%
ITAU UNIBANCO HOLDING SAITUBFinancial Services798,000$4.7K0.52%
GRUPO TELEVISA SABTVCommunication Services1,052,601$4.6K0.50%
BANK BRADESCOBBDFinancial Services3,043,000$2.9K0.32%