Dumac, Inc.
- SEC CIK
- 0001584258
- Latest filing
- Aug 11, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 12
- −2 vs. Q3 2022
- Portfolio value
- $16.1M
- −$1.65M (−9.3%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Overseas Shipholding Group Inc69036R863 | CL A NEW | 3,660,567 | $10.6M | 65.8% | 00.0% | Unchanged | – |
| OSCROscar Health, Inc. | CL A | 1,045,042 | $2.57M | 16.0% | +219,782+26.6% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 7,717 | $679.8K | 4.2% | 00.0% | Unchanged | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 60,857 | $508.8K | 3.2% | 00.0% | Unchanged | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 12,681 | $340.7K | 2.1% | 00.0% | Unchanged | History |
| HTHTH World Group Ltd | SPONSORED ADS | 6,966 | $295.5K | 1.8% | 00.0% | Unchanged | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 3,451 | $275.5K | 1.7% | 00.0% | Unchanged | History |
| YUMCYum China Holdings, Inc. | COM | 4,867 | $266.0K | 1.7% | 00.0% | Unchanged | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 18,208 | $248.4K | 1.5% | 00.0% | Unchanged | History |
| CSANCosan S.A. | ADS | 12,940 | $169.0K | 1.1% | 00.0% | Unchanged | History |
| Despegar Com CorpG27358103 | ORD SHS | 20,930 | $107.4K | 0.7% | 00.0% | Unchanged | – |
| MOGUMOGU Inc. | SPON ADS | 16,301 | $40.3K | 0.3% | +3,260+25.0% | Added | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.