| Fund Name: | North Of South Capital |
| Manager | Matt Linsey |
| Portfolio Value | $1,358,655,904 |
| Change This QTR | +1.22% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | IBN | 8,690,448 | $252,283,705 | +3% | 18.57% | ||
| 2. | YPF | 4,023,562 | $182,951,364 | +15% | 13.47% | ||
| 3. | JD | 6,661,845 | $169,743,811 | +52% | 12.49% | ||
| 4. | TSM | 330,957 | $158,055,134 | -19% | 11.63% | ||
| 5. | YMM | 12,936,046 | $105,040,694 | +17% | 7.73% |