Dumac, Inc.
- SEC CIK
- 0001584258
- Latest filing
- Aug 11, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 13
- 0 vs. Q1 2023
- Portfolio value
- $30.5M
- +$1.67M (+5.8%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CMRCCommerce.com, Inc. | COM SER 1 | 1,055,788 | $10.5M | 34.5% | 00.0% | Unchanged | History |
| Overseas Shipholding Group Inc69036R863 | CL A NEW | 2,032,204 | $8.47M | 27.8% | −367,796−15.3% | Reduced | – |
| OSCROscar Health, Inc. | CL A | 1,045,042 | $8.42M | 27.6% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 7,717 | $643.2K | 2.1% | 00.0% | Unchanged | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 60,857 | $623.8K | 2.0% | 00.0% | Unchanged | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 12,681 | $318.0K | 1.0% | 00.0% | Unchanged | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 18,208 | $300.4K | 1.0% | 00.0% | Unchanged | History |
| YUMCYum China Holdings, Inc. | COM | 4,867 | $275.0K | 0.9% | 00.0% | Unchanged | History |
| HTHTH World Group Ltd | SPONSORED ADS | 6,966 | $270.1K | 0.9% | 00.0% | Unchanged | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 3,451 | $250.6K | 0.8% | 00.0% | Unchanged | History |
| CSANCosan S.A. | ADS | 12,940 | $193.1K | 0.6% | 00.0% | Unchanged | History |
| Despegar Com CorpG27358103 | ORD SHS | 20,930 | $147.6K | 0.5% | 00.0% | Unchanged | – |
| MOGUMOGU Inc. | SPON ADS | 16,302 | $39.1K | 0.1% | 00.0% | Unchanged | History |