North of South Capital LLP VLRS — CONTROLADORA VUELA COMP DE A

Ownership history in North of South Capital LLP  ·  7 quarters on record

AI Ownership Summary

North of South Capital LLP reported CONTROLADORA VUELA COMP DE A (VLRS) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 6.85% in 2024 Q2. The latest visible filing shows VLRS at 3.19% 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 VLRS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North of South Capital LLP's position in CONTROLADORA VUELA COMP DE A, 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
2025 Q4

VLRS was reported at 3.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.85% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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.

VLRS stock page North of South Capital LLP fund profile North of South Capital LLP full holdings
How North of South Capital LLP held VLRS — position size vs. price
% of Fund (quarterly)    VLRS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 21.4% -18.5% ✅ 3,996,297 -1,085,436 -21.4% 3.19% $35.5M 2026-02-12 $10.12
2025 Q3 ADDED — — — 5,081,733 +117,323 +2.4% 3.51% $36.5M 2025-10-27 $7.05
2025 Q2 ADDED — — — 4,964,410 +53,304 +1.1% 2.48% $23.6M 2025-08-08 $5.59
2025 Q1 REDUCED — — — 4,911,106 -27,474 -0.6% 2.86% $25.6M 2025-04-28 $3.94
2024 Q4 REDUCED 8.1% -29.8% ✅ 4,938,580 -434,064 -8.1% 4.46% $36.7M 2025-02-03 $8.22
2024 Q3 ADDED — — — 5,372,644 +1,211,813 +29.1% 5.16% $34.0M 2024-11-12 $7.71
2024 Q2 INITIATED — — — 4,160,831 — — 6.85% $26.5M 2024-08-13 $5.55

🏢 Other funds also holding VLRS

As of 2026 Q2 — sorted by position size

Indigo Partners LLC 3Y 43.97% THOMIST CAPITAL MANAGEMENT, LP 3Y 5.23% Teewinot Capital Advisers, L.L.C. 3Y 7Y 1.01% Ancient Art, L.P. 3Y 7Y 0.78% Long Focus Capital Management, LLC 3Y 0.39% DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3Y 7Y 0.38% Diametric Capital, LP 3Y 7Y 0.25% Birnam Oak Advisors, LP 0.2% FNY Investment Advisers, LLC 3Y 7Y 0.07% Numerai GP LLC 3Y 0.05%

FAQ About North of South Capital LLP and VLRS

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

How long has North of South Capital LLP reported owning VLRS?

North of South Capital LLP reported VLRS across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported VLRS position in North of South Capital LLP's portfolio?

The largest reported portfolio weight for VLRS was 6.85% in 2024 Q2.

What is the latest reported VLRS position on this page?

The most recent filing on this page is 2025 Q4, when North of South Capital LLP reported 3,996,297 shares, equal to 3.19% of portfolio, with an estimated market value of $35.5M.

What does the chart on this VLRS ownership page compare?

The chart compares North of South Capital LLP's quarterly VLRS 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 North of South Capital LLP time their VLRS position?

Based on 13F filing dates vs. subsequent VLRS price moves, North of South Capital LLP correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on VLRS relative to SPY over the holding period was +26.6%.

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