Dumac, Inc.
- SEC CIK
- 0001584258
- Latest filing
- Aug 11, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 10
- 0 vs. Q3 2024
- Portfolio value
- $64.8M
- +$34.0M (+110.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UTIUniversal Technical Institute Inc | COM | 1,681,681 | $43.2M | 66.7% | +1,681,681 | New | History |
| iShares MSCI India ETF46429B598 | ETF | 106,000 | $5.58M | 8.6% | 00.0% | Unchanged | – |
| Despegar Com CorpG27358103 | ORD SHS | 253,762 | $4.88M | 7.5% | +35,890+16.5% | Added | – |
| MMYTMakeMyTrip Ltd | Stock | 40,353 | $4.53M | 7.0% | 00.0% | Unchanged | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 31,510 | $2.98M | 4.6% | +6,160+24.3% | Added | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 96,781 | $1.89M | 2.9% | 00.0% | Unchanged | History |
| SGMTSagimet Biosciences Inc. | COM SER A | 163,514 | $735.8K | 1.1% | −25,880−13.7% | Reduced | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 60,857 | $443.0K | 0.7% | 00.0% | Unchanged | History |
| IHSIHS Holding Ltd | ORD SHS | 112,000 | $327.0K | 0.5% | 00.0% | Unchanged | History |
| ACHVAchieve Life Sciences, Inc. | COM | 50,000 | $176.0K | 0.3% | +50,000 | New | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Rigel Resource Acq CorpG7573M106 | CL A ORD SHS | 1,000,000 | $11.5M | 37.3% | – |
| Rigel Resource Acq CorpG7573M114 | *W EXP 99/99/999 | 500,000 | $175.0K | 0.6% | – |