Long Focus Capital Management’s Loma Negra LOMA Stock Holding History

Long Focus Capital Management’s Portfolio LOMA Stock Details LOMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.32M	Hold	377,600	–	–	0.11%	69
2026 Q1	$4.19M	Hold	377,600	–	–	0.11%	81
2025 Q4	$4.89M	Hold	377,600	–	–	0.13%	75
2025 Q3	$2.78M	Hold	377,600	–	–	0.09%	83
2025 Q2	$4.14M	Hold	377,600	–	–	0.16%	77
2025 Q1	$4.15M	Hold	377,600	–	–	0.14%	78
2024 Q4	$4.51M	Hold	377,600	–	–	0.15%	73
2024 Q3	$3.04M	Buy	377,600 +140,000	+59%	+$996K	0.11%	70
2024 Q2	$1.61M	Buy	237,600 +20,000	+9%	+$142K	0.06%	77
2024 Q1	$1.45M	Buy	217,600 +7,600	+4%	+$51.5K	0.07%	75
2023 Q4	$1.49M	Hold	210,000	–	–	0.05%	81
2023 Q3	$1.27M	Hold	210,000	–	–	0.05%	81
2023 Q2	$1.43M	Hold	210,000	–	–	0.07%	79
2023 Q1	$1.46M	Hold	210,000	–	–	0.08%	80
2022 Q4	$1.44M	Hold	210,000	–	–	0.1%	72
2022 Q3	$1.31M	Hold	210,000	–	–	0.13%	67
2022 Q2	$1.07M	Buy	210,000 +40,000	+24%	+$228K	0.11%	74
2022 Q1	$972K	Buy	170,000 +50,000	+42%	+$299K	0.12%	77
2021 Q4	$800K	Buy	+120,000	New	+$793K	0.11%	75

Other funds holding LOMA

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

Long Focus Capital Management's LOMA Position: Q2 2026 in Review

Long Focus Capital Management held its Loma Negra (LOMA) position steady in Q2 2026 at 377,600 shares worth $4.32M. The position accounts for 0.11% of the portfolio, ranked #69.

Long Focus Capital Management first reported a position in LOMA in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.89M in Q4 2025. 56 funds tracked by Wall St. Rank hold LOMA as of Q2 2026.

Long Focus Capital Management held 377,600 shares of Loma Negra worth $4.32M as of Q2 2026.
Long Focus Capital Management left its Loma Negra share count unchanged in Q2 2026.
Loma Negra made up 0.11% of Long Focus Capital Management's portfolio in Q2 2026, its #69 holding.
Long Focus Capital Management first reported a position in Loma Negra in Q4 2021 and has held it in 19 quarters since.
Long Focus Capital Management's Loma Negra position peaked at $4.89M in Q4 2025.
56 funds tracked by Wall St. Rank held Loma Negra as of Q2 2026.

Based on Long Focus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.