Carrhae Capital’s Tenaris TS Stock Holding History

Carrhae Capital’s Portfolio TS Stock Details TS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.1M	Buy	291,886 +13,575	+5%	+$753K	0.52%	26
2026 Q2	$15.4M	Sell	278,311 -59,117	-18%	-$3.59M	0.43%	26
2026 Q1	$19.6M	Buy	+337,428	New	+$16.6M	0.59%	23
2025 Q1	–	Sell	-437,806	Closed	-$16.5M	–	33
2024 Q4	$16.5M	Buy	+437,806	New	+$15.5M	1.38%	19
2024 Q1	–	Sell	-678,747	Closed	-$23.6M	–	28
2023 Q4	$23.6M	Buy	+678,747	New	+$22.8M	4.66%	8
2022 Q3	–	Sell	-58,524	Closed	-$1.5M	–	23
2022 Q2	$1.5M	Sell	58,524 -8,471	-13%	-$261K	1.27%	15
2022 Q1	$2.01M	Buy	+66,995	New	+$1.74M	0.73%	15

Other funds holding TS

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

JCM

J2 Capital Management Troy, Michigan $158M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Carrhae Capital's TS Position: Q3 2026 in Review

Carrhae Capital increased its Tenaris (TS) stake by 4.9% in Q3 2026, buying an estimated $753K and bringing the position to 291,886 shares worth $16.1M. The position accounts for 0.52% of the portfolio, ranked #26.

Carrhae Capital first reported a position in TS in Q1 2022 and has held it in 7 quarters since. The position peaked at $23.6M in Q4 2023. 35 funds tracked by Wall St. Rank hold TS as of Q3 2026.

Carrhae Capital held 291,886 shares of Tenaris worth $16.1M as of Q3 2026.
Carrhae Capital bought 13,575 Tenaris shares in Q3 2026, an estimated $753K.
Tenaris made up 0.52% of Carrhae Capital's portfolio in Q3 2026, its #26 holding.
Carrhae Capital first reported a position in Tenaris in Q1 2022 and has held it in 7 quarters since.
Carrhae Capital's Tenaris position peaked at $23.6M in Q4 2023.
35 funds tracked by Wall St. Rank held Tenaris as of Q3 2026.

Based on Carrhae Capital's 13F filing for Q3 2026, filed 20 Oct 2026.