Dumac, Inc.
- SEC CIK
- 0001584258
- Latest filing
- Aug 11, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 13
- +1 vs. Q4 2022
- Portfolio value
- $28.8M
- +$12.7M (+79.1%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CMRCCommerce.com, Inc. | COM SER 1 | 1,055,788 | $9.44M | 32.8% | +1,055,788 | New | History |
| Overseas Shipholding Group Inc69036R863 | CL A NEW | 2,400,000 | $9.36M | 32.5% | −1,260,567−34.4% | Reduced | – |
| OSCROscar Health, Inc. | CL A | 1,045,042 | $6.83M | 23.7% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 7,717 | $788.5K | 2.7% | 00.0% | Unchanged | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 60,857 | $469.2K | 1.6% | 00.0% | Unchanged | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 12,681 | $363.4K | 1.3% | 00.0% | Unchanged | History |
| HTHTH World Group Ltd | SPONSORED ADS | 6,966 | $341.2K | 1.2% | 00.0% | Unchanged | History |
| YUMCYum China Holdings, Inc. | COM | 4,867 | $308.5K | 1.1% | 00.0% | Unchanged | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 3,451 | $279.7K | 1.0% | 00.0% | Unchanged | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 18,208 | $276.4K | 1.0% | 00.0% | Unchanged | History |
| CSANCosan S.A. | ADS | 12,940 | $153.0K | 0.5% | 00.0% | Unchanged | History |
| Despegar Com CorpG27358103 | ORD SHS | 20,930 | $128.5K | 0.4% | 00.0% | Unchanged | – |
| MOGUMOGU Inc. | SPON ADS | 16,302 | $53.0K | 0.2% | +10.0% | Added | History |