M&G Plc LOMA — LOMA NEGRA C I A S A MTN 14

Ownership history in M&G Plc  ·  4 quarters on record

AI Ownership Summary

M&G Plc reported LOMA NEGRA C I A S A MTN 14 (LOMA) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.06% in 2025 Q4. The latest visible filing shows LOMA at 0.05% 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 LOMA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in LOMA NEGRA C I A S A MTN 14, 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 Q2

LOMA was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

LOMA stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held LOMA — position size vs. price
% of Fund (quarterly)    LOMA 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 Q2 ADDED — — — 995,598 +6,729 +0.7% 0.05% $11.0M 2026-08-06 $10.79
2026 Q1 ADDED — — — 988,869 +34,577 +3.6% 0.06% $10.9M 2026-05-13 $10.48
2025 Q4 ADDED — — — 954,292 +101,672 +11.9% 0.06% $12.4M 2026-02-12 $11.38
2025 Q3 INITIATED — — — 852,620 — — 0.03% $6.0M 2025-11-07 $10.80

🏢 Other funds also holding LOMA

As of 2026 Q2 — sorted by position size

Fourth Sail Capital LP 3.34% Systrade AG 3Y 1.79% Crocodile Capital Partners GmbH 3Y 1.15% Dauntless Investment Group, LLC 1.04% ABS Direct Equity Fund LLC 0.96% RWC Asset Management LLP 3Y 7Y 0.85% PING CAPITAL MANAGEMENT, INC. 0.39% Moneda S.A. Administradora General de Fondos 3Y 0.16% CHESAPEAKE ASSET MANAGEMENT LLC 3Y 7Y 0.15% Activest Wealth Management 3Y 0.13%

FAQ About M&G Plc and LOMA

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

How long has M&G Plc reported owning LOMA?

M&G Plc reported LOMA across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported LOMA position in M&G Plc's portfolio?

The largest reported portfolio weight for LOMA was 0.06% in 2025 Q4.

What is the latest reported LOMA position on this page?

The most recent filing on this page is 2026 Q2, when M&G Plc reported 995,598 shares, equal to 0.05% of portfolio, with an estimated market value of $11.0M.

What does the chart on this LOMA ownership page compare?

The chart compares M&G Plc's quarterly LOMA 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 M&G Plc time their LOMA position?

Based on 13F filing dates vs. subsequent LOMA price moves, M&G Plc correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on LOMA relative to SPY over the holding period was -17.7%.

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