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Livermore
Livermore
ZHEN

Dumac, Inc.

SEC CIK
0001584258
Latest filing
Aug 11, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
14
−3 vs. Q2 2022
Portfolio value
$17.7M
−$10.2M (−36.5%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Dumac, Inc. in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Overseas Shipholding Group Inc69036R863CL A NEW3,660,567$10.9M61.3%00.0%Unchanged–
OSCROscar Health, Inc.CL A825,260$4.12M23.2%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR7,717$617.0K3.5%00.0%UnchangedHistory
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -60,857$444.0K2.5%00.0%UnchangedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B3,451$313.0K1.8%00.0%UnchangedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A12,681$305.0K1.7%00.0%UnchangedHistory
HTHTH World Group LtdSPONSORED ADS6,966$234.0K1.3%00.0%UnchangedHistory
YUMCYum China Holdings, Inc.COM4,867$230.0K1.3%00.0%UnchangedHistory
CSANCosan S.A.ADS12,940$167.0K0.9%00.0%UnchangedHistory
VIPSVipshop Holdings LtdSPONSORED ADS A18,208$153.0K0.9%00.0%UnchangedHistory
Despegar Com CorpG27358103ORD SHS20,930$119.0K0.7%−196,942−90.4%Reduced–
CIBGrupo Cibest S.A.SPON ADR PREF3,938$96.0K0.5%+3,938NewHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR1,400$34.0K0.2%+1,400NewHistory
MOGUMOGU Inc.SPON ADS13,041$31.0K0.2%00.0%UnchangedHistory

Sold out since Q2 2022 (5)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Dumac, Inc. sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
Rigel Resource Acq CorpG7573M122UNIT 99/99/99991,000,000$10.0M35.9%–
IHSIHS Holding LtdORD SHS106,199$1.11M4.0%History
CRWDCrowdStrike Holdings, Inc.Stock3,095$522.0K1.9%History
PLPlanet Labs PBCCOM CL A92,163$399.0K1.4%History
TMDXTransMedics Group, Inc.COM8,753$275.0K1.0%History