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Compass Group LLC

SEC CIK
0001317627
Latest filing
Nov 12, 2025

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
20
+1 vs. Q3 2021
Portfolio value
$258.6M
−$41.9M (−13.9%) vs. Q3 2021
Filed
Feb 11, 2022
SEC
Holdings of Compass Group LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
GPRKGeoPark LtdUSD SHS6,102,239$69.9M27.0%+9210.0%AddedHistory
Vitru LtdG9440D103COM2,587,031$36.9M14.3%+259,113+11.1%Added–
GLOBGlobant S.A.COM116,502$36.6M14.1%−67,294−36.6%ReducedHistory
CPACopa Holdings, S.A.CL A299,684$24.8M9.6%+3,450+1.2%AddedHistory
AFYAAfya LtdCL A COM871,074$13.7M5.3%−71,862−7.6%ReducedHistory
MELIMercadolibre IncCOM9,376$12.6M4.9%+1,374+17.2%AddedHistory
Procaps Group S AL7756P102SHS1,124,230$11.0M4.2%+370,618+49.2%Added–
Vasta Platform Ltd CL AG9440A109Stock2,505,028$10.6M4.1%+867,320+53.0%Added–
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -1,280,166$7.46M2.9%−395,357−23.6%ReducedHistory
PAGSPagSeguro Digital Ltd.COM CL A250,670$6.57M2.5%−301,225−54.6%ReducedHistory
Arco Platform LtdG04553106COM CL A285,410$5.96M2.3%−23,700−7.7%Reduced–
VTEXVtexSHS CL A459,300$4.92M1.9%+345,000+301.8%AddedHistory
ASRSoutheast Airport GroupSPON ADR SER B23,870$4.92M1.9%−15,080−38.7%ReducedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B65,000$3.28M1.3%+65,000NewHistory
XPXP Inc.CL A100,000$2.87M1.1%+100,000NewHistory
PAXPatria Investments LtdCOM CL A157,755$2.56M1.0%−64,120−28.9%ReducedHistory
DLOdLocal LtdCLASS A COM47,120$1.68M0.7%−27,880−37.2%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A135,088$1.27M0.5%+135,088NewHistory
CPACCementos Pacasmayo SaaSPONSORED ADR97,980$609.0K0.2%00.0%UnchangedHistory
IFSIntercorp Financial Services Inc.SHS20,036$529.0K0.2%00.0%UnchangedHistory

Sold out since Q3 2021 (2)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Compass Group LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
SCCOSouthern Copper CorpStock8,423$473.0K0.2%History
BVNBuenaventura Mining Co IncSPONSORED ADR4,390$30.0K<0.1%History