Sagil Capital LLP has released its latest 13F-HR filing, revealing strategic investments across various sectors. The filing, dated November 12, 2026, indicates that the firm holds a total value of $367,005,833 in assets under management. This update is significant as it showcases the firm's investment strategies and may influence market dynamics within the investment management industry.

Background

Sagil Capital LLP is a London-based investment firm, incorporated in the United Kingdom. The firm specializes in managing a diverse portfolio, focusing on various sectors, including mining and energy. The recent filing follows a series of 13F-HR submissions, with the latest report detailing holdings as of September 30, 2026. The firm operates under the SEC file number 028-18849.

What the Filing Says

The filing indicates that Sagil Capital LLP has made significant investments in multiple companies. Notable holdings include:

  • Barrick Mining Corporation, with 400,000 shares valued at approximately $16,268,000.
  • Petroleo Brasileiro S.A., with two separate investments totaling 530,000 shares valued at approximately $10,000,100.
  • XP Inc., holding 1,470,770 shares valued at around $30,878,816.

These figures illustrate the firm's focus on sectors that are currently experiencing volatility and opportunity.

Impact

This filing may affect various stakeholders, including investors and competitors in the investment management industry. Firms competing in similar sectors may need to reassess their strategies in light of Sagil Capital's significant holdings in key companies. The total number of reported holdings stands at 25, indicating a diversified approach to investment.

What's Next

The filing does not say what happens next. However, it is expected that Sagil Capital LLP will continue to monitor its investments closely and may adjust its portfolio in response to market conditions.