Cape Ann Asset Management Ltd — 13F Holdings

2026 Q1  ·  11 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Cape Ann Asset Management Ltd maintained a portfolio of 11 distinct positions. The most significant new addition was ELDORADO GOLD CORP, now representing 5.91% of the total fund value. They heavily accumulated shares in VISTA ENERGY S.A.B. DE C.V., increasing the position by 35.1%. The fund also reduced its exposure to COPA HOLDINGS SA by 30.3%.
Position History hover any row below to update
Loading…
Cape Ann Asset Management Ltd Manchester-by-the-Sea, MA RIA AUM $440M
PCA Score Concentration Risk
Risk ENB
Total Positions
11
Quarter
2026 Q1
Top Holding
KGC (26.1%)
Top 10 Concentration
97.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11

Cape Ann Asset Management Ltd Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
KGC
KINROSS GOLD CO...
Basic Materials 26.14% 27.10% #1
Prev: #1
8.0
232,846 6.6%
P
S
3,771,084 $115,093,484
$7.13 +296.9%
$30.48 -7.2%
2021 Q4 13F Filing 2026-03-31 2026-05-14
VIST
VISTA ENERGY S....
Energy 15.97% 9.13% #2 3
Prev: #5
8.0
241,942 35.1%
P
S
931,842 $70,326,116 2025 Q2 13F Filing 2026-03-31 2026-05-14
ERO
ERO COPPER CORP
Basic Materials 11.81% 13.22% #3 1
Prev: #2
7.0
231,485 13.5%
P
S
1,949,128 $51,983,244 2025 Q2 13F Filing 2026-03-31 2026-05-14
TX
TERNIUM SA
Basic Materials 9.74% 11.10% #4
Prev: #4
4.9
-838 -0.1%
P
S
1,067,811 $42,872,612 2019 Q4 13F Filing 2026-03-31 2026-05-14
BAP
CREDICORP LTD
Financial Services 8.50% 8.62% #5 1
Prev: #6
4.4
-44 -0.0%
P
S
110,353 $37,429,531 2020 Q4 13F Filing 2026-03-31 2026-05-14
BMA
BANCO MACRO SA
Financial Services 8.27% 11.40% #6 3
Prev: #3
3.8
5,892 1.3%
P
S
470,908 $36,434,152 2024 Q4 13F Filing 2026-03-31 2026-05-14
EGO
ELDORADO GOLD C...
Basic Materials 5.91% #7
Prev: #—
5.9
758,654
NEW
758,654 $26,044,592 2026 Q1 13F Filing 2026-03-31 2026-05-14
LAUR
LAUREATE EDUCAT...
Consumer Defensive 4.22% 6.73% #8
Prev: #8
1.7
-201,878 -27.5%
P
S
533,022 $18,570,486 2024 Q3 13F Filing 2026-03-31 2026-05-14
CPA
COPA HOLDINGS S...
Industrials 3.95% 7.21% #9 2
Prev: #7
1.6
-66,552 -30.3%
P
S
153,248 $17,410,505 2024 Q4 13F Filing 2026-03-31 2026-05-14
KSPI
KASPI KZ JSC
Technology 2.95% 3.72% #10 1
Prev: #9
1.7
412 0.2%
P
S
175,512 $13,000,174 2025 Q3 13F Filing 2026-03-31 2026-05-14
PBR/A
PETROLEO BRASIL...
Energy 2.53% 1.76% #11 1
Prev: #10
1.5
20,502 3.6%
P
S
594,813 $11,152,744 2019 Q4 13F Filing 2026-03-31 2026-05-14
Showing 1-11 of 11 holdings

Unlock Full Cape Ann Asset Management Ltd Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →