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Compass Group LLC

SEC CIK
0001317627
Latest filing
Nov 12, 2025

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
19
0 vs. Q2 2021
Portfolio value
$300.5M
−$112.0M (−27.1%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Compass Group LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
GPRKGeoPark LtdUSD SHS6,101,318$77.9M25.9%+1340.0%AddedHistory
GLOBGlobant S.A.COM183,796$51.6M17.2%−183,250−49.9%ReducedHistory
Vitru LtdG9440D103COM2,327,918$37.1M12.3%+16,112+0.7%Added–
PAGSPagSeguro Digital Ltd.COM CL A551,895$28.5M9.5%−546,912−49.8%ReducedHistory
CPACopa Holdings, S.A.CL A296,234$24.1M8.0%−4,424−1.5%ReducedHistory
AFYAAfya LtdCL A COM942,936$18.6M6.2%−79,200−7.7%ReducedHistory
MELIMercadolibre IncCOM8,002$13.4M4.5%−12,588−61.1%ReducedHistory
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -1,675,523$8.58M2.9%+97,539+6.2%AddedHistory
Procaps Group S AL7756P102SHS753,612$7.69M2.6%+753,612New–
Vasta Platform Ltd CL AG9440A109Stock1,637,708$7.47M2.5%−118,238−6.7%Reduced–
ASRSoutheast Airport GroupSPON ADR SER B38,950$7.28M2.4%00.0%UnchangedHistory
Arco Platform LtdG04553106COM CL A309,110$6.71M2.2%−33,800−9.9%Reduced–
DLOdLocal LtdCLASS A COM75,000$4.09M1.4%+75,000NewHistory
PAXPatria Investments LtdCOM CL A221,875$3.62M1.2%−42,500−16.1%ReducedHistory
VTEXVtexSHS CL A114,300$2.35M0.8%+114,300NewHistory
CPACCementos Pacasmayo SaaSPONSORED ADR97,980$526.0K0.2%00.0%UnchangedHistory
SCCOSouthern Copper CorpStock8,423$473.0K0.2%00.0%UnchangedHistory
IFSIntercorp Financial Services Inc.SHS20,036$447.0K0.1%−163,281−89.1%ReducedHistory
BVNBuenaventura Mining Co IncSPONSORED ADR4,390$30.0K<0.1%+4,390NewHistory

Sold out since Q2 2021 (4)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Compass Group LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
XPXP Inc.CL A350,061$15.2M3.7%History
TVGrupo Televisa, S.A.B.SPON ADR REP ORD336,440$4.80M1.2%History
BAPCredicorp LtdCOM3,875$469.0K0.1%History
STNEStoneCo Ltd.COM3,704$248.0K0.1%History