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Sagil Capital LLP

CIK:0001747744
Hedge Fund
$253M AUM
18 holdings
London, United Kingdom
Founded:2008
Latest filing:Jun 30, 2025

Sagil Capital LLP is a UK-based investment management firm authorized and regulated by the Financial Conduct Authority. It employs a value-oriented investment approach, focusing on long/short equity strategies to generate consistent attractive returns. The firm performs in-depth bottom-up company analysis complemented with top-down research

Investment Strategy

Value-oriented long/short equity

Latest 13F Filing Activity

Sagil Capital LLP filed their most recent 13F report on Jun 30, 2025 disclosing 17 equity positions and 1 options positions with a total 13F market value of $238M. The fund increased holdings in Barrick MNG Corp., Nu HLDGS LTD, Banco Bradesco S A among other positions. Sagil Capital LLP reduced exposure to Gerdau SA, Barrick Gold Corp., Intercorp Finl SVCS Inc. among others.

Top Buys
B
BBARRICK MNG CORP
+$35.4M
N
NUNU HLDGS LTD
+$14.1M
B
BBDBANCO BRADESCO S A
+$11.8M
B
BMABANCO MACRO SA
+$10.1M
T
TDWTIDEWATER INC NEW
+$9.9M
Top Sells
G
GGBGERDAU SA
-$11.1M
G
GOLDBARRICK GOLD CORP
-$6.2M
I
IFSINTERCORP FINL SVCS INC
-$5.8M
E
EQXEQUINOX GOLD CORP
-$4.8M
V
VALEVALE S A
-$4.2M

Top Holdings

B
BBARRICK MNG CORP
+14.9%$35.4M
B
BBDBANCO BRADESCO S A
+10.0%$23.7M
B
BVNCOMPANIA DE MINAS BUENAVENTU
+7.5%$17.8M
T
TDWTIDEWATER INC NEW
+6.9%$16.4M
P
PBR-APETROLEO BRASILEIRO SA PETRO
+6.0%$14.3M

Equity Positions (17)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
B
BARRICK MNG CORP14.89%$35.4M1,700,000$20.82$20.82+$35.4M
BANCO BRADESCO S A9.98%$23.7M7,673,265$2.72$3.09+$11.8M
COMPANIA DE MINAS BUENAVENTU7.50%$17.8M1,085,207$13.24$16.42-$3.6M
TIDEWATER INC NEW6.88%$16.4M354,461$48.69$46.13+$9.9M
PETROLEO BRASILEIRO SA PETRO6.00%$14.3M1,234,935$12.42$11.54-$446.7K

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
SPDR GOLD TRSold
Put
$51.8M1,700$304.83$258.41-1,550-$41.8M

Industry Allocation

COMMODITY CONTRACTS BROKERS & DEALERS
+35.5%
WATER TRANSPORTATION
+8.4%
MISCELLANEOUS FABRICATED METAL PRODUCTS
+7.2%
CRUDE PETROLEUM & NATURAL GAS
+5.9%
AGRICULTURAL CHEMICALS
+3.6%