MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC FMX — FOMENTO ECONOMICO MEXICANO S

Ownership history in MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC  ·  4 quarters on record

AI Ownership Summary

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported FOMENTO ECONOMICO MEXICANO S (FMX) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.42% in 2026 Q1. The latest visible filing shows FMX at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's position in FOMENTO ECONOMICO MEXICANO S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FMX was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.42% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FMX stock page MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC fund profile MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC full holdings
How MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC held FMX — position size vs. price
% of Fund (quarterly)    FMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 31,465 +174 +0.6% 1.42% $3.5M 2026-05-04 $118.91
2025 Q4 ADDED — — — 31,291 +238 +0.8% 0.96% $3.2M 2026-01-29 $104.50
2025 Q3 REDUCED 7.8% +4.3% ❌ 31,053 -2,626 -7.8% 0.71% $3.1M 2025-10-17 $94.60
2025 Q2 INITIATED — — — 33,679 — — 0.80% $3.5M 2025-07-21 $98.28

🏢 Other funds also holding FMX

As of 2026 Q2 — sorted by position size

Northcape Capital Pty Ltd 3Y 7Y 7.74% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.06% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.01% Assenagon Asset Management S.A. 3Y 7Y 0.0% GAMMA Investing LLC 0.0% ELEVATION WEALTH PARTNERS, LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% EASTERN BANK 3Y 7Y 0.0%

FAQ About MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC and FMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported owning FMX?

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported FMX across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported FMX position in MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for FMX was 1.42% in 2026 Q1.

What is the latest reported FMX position on this page?

The most recent filing on this page is 2026 Q1, when MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported 31,465 shares, equal to 1.42% of portfolio, with an estimated market value of $3.5M.

What does the chart on this FMX ownership page compare?

The chart compares MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's quarterly FMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC time their FMX position?

Based on 13F filing dates vs. subsequent FMX price moves, MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on FMX relative to SPY over the holding period was +5055.5%.

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